Purchases and Sales Made in Q1 2025 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-269- 8.99% |
$148K - $165K
|
2.72K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-269- 0.48% |
$148K - $165K
|
56.2K
$33.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-271- 5.58% |
$149K - $166K
|
4.58K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-271- 0.03% |
$149K - $166K
|
792K
$470M
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
SELL
|
- |
-271- 25.05% |
$149K - $166K
|
811
$481K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-272- 26.08% |
$150K - $167K
|
771
$457K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-274- 1.57% |
$151K - $168K
|
17.2K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-274- 1.1% |
$151K - $168K
|
24.7K
$14.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-276- 19.97% |
$152K - $169K
|
1.11K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-277- 1.39% |
$153K - $170K
|
19.7K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-278- 24.6% |
$153K - $170K
|
852
$505K
|
|
|
May 15, 2025
Q1 2025
|
Oakmont Corp
|
SELL
|
- |
-279- 0.53% |
$154K - $171K
|
52.8K
$31.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-280- 42.81% |
$154K - $172K
|
374
$222K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-280- 15.05% |
$154K - $172K
|
1.58K
$938K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-280- 7.84% |
$154K - $172K
|
3.29K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-282- 4.1% |
$156K - $173K
|
6.6K
$3.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-285- 1.28% |
$157K - $175K
|
21.9K
$13M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-288- 5.55% |
$159K - $177K
|
4.9K
$2.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-291- 23.93% |
$160K - $178K
|
925
$549K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-291- 0.65% |
$160K - $178K
|
44.7K
$26.5M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-293- 0.09% |
$162K - $180K
|
333K
$197M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-294- 15.55% |
$162K - $180K
|
1.6K
$947K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-295- 5.74% |
$163K - $181K
|
4.84K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-295- 6.72% |
$163K - $181K
|
4.09K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-298- 9.41% |
$164K - $183K
|
2.87K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-299- 21.79% |
$165K - $183K
|
1.07K
$636K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-300- 28.87% |
$165K - $184K
|
739
$438K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-300- 1.82% |
$165K - $184K
|
16.2K
$9.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-300- 13.32% |
$165K - $184K
|
1.95K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-300- 1.06% |
$165K - $184K
|
28.1K
$16.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-301- 6.25% |
$166K - $184K
|
4.52K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-301- 10.74% |
$166K - $184K
|
2.5K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-301- 31.55% |
$166K - $184K
|
653
$387K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-302- 8.6% |
$167K - $185K
|
3.21K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-303- 2.21% |
$167K - $186K
|
13.4K
$7.95M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-303- 3.39% |
$167K - $186K
|
8.65K
$5.13M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-309- 14.55% |
$170K - $189K
|
1.81K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-311- 2.73% |
$171K - $191K
|
11.1K
$6.58M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-312- 38.81% |
$172K - $191K
|
492
$292K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-313- 4.93% |
$173K - $192K
|
6.03K
$3.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-314- 2.36% |
$173K - $192K
|
13K
$7.69M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-315- 0.7% |
$174K - $193K
|
44.5K
$26.4M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-316- 4.78% |
$174K - $194K
|
6.29K
$3.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-318- 2.45% |
$175K - $195K
|
12.7K
$7.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-318- 7.55% |
$175K - $195K
|
3.9K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-318- 0.92% |
$175K - $195K
|
34.3K
$20.3M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-320- 0.44% |
$176K - $196K
|
72.4K
$42.9M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-320- 5.15% |
$176K - $196K
|
5.89K
$3.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-321- 2.21% |
$177K - $197K
|
14.2K
$8.41M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-321- 2.5% |
$177K - $197K
|
12.5K
$7.43M
|