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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-274- 1.1% |
$151K - $168K
|
24.7K
$16.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-276- 19.97% |
$152K - $169K
|
1.11K
$742K
|
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-277- 1.39% |
$153K - $170K
|
19.7K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-278- 24.6% |
$153K - $170K
|
852
$572K
|
|
|
May 15, 2025
Q1 2025
|
Oakmont Corp
|
SELL
|
- |
-279- 0.53% |
$154K - $171K
|
52.8K
$35.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-280- 42.81% |
$154K - $172K
|
374
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-280- 15.05% |
$154K - $172K
|
1.58K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-280- 7.84% |
$154K - $172K
|
3.29K
$2.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-282- 4.1% |
$156K - $173K
|
6.6K
$4.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-285- 1.28% |
$157K - $175K
|
21.9K
$14.7M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-288- 5.55% |
$159K - $177K
|
4.9K
$3.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-291- 23.93% |
$160K - $178K
|
925
$621K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-291- 0.65% |
$160K - $178K
|
44.7K
$30M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-293- 0.09% |
$162K - $180K
|
333K
$224M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-294- 15.55% |
$162K - $180K
|
1.6K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-295- 5.74% |
$163K - $181K
|
4.84K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-295- 6.72% |
$163K - $181K
|
4.09K
$2.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-298- 9.41% |
$164K - $183K
|
2.87K
$1.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-299- 21.79% |
$165K - $183K
|
1.07K
$720K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-300- 28.87% |
$165K - $184K
|
739
$496K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-300- 1.82% |
$165K - $184K
|
16.2K
$10.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-300- 13.32% |
$165K - $184K
|
1.95K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-300- 1.06% |
$165K - $184K
|
28.1K
$18.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-301- 6.25% |
$166K - $184K
|
4.52K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-301- 10.74% |
$166K - $184K
|
2.5K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-301- 31.55% |
$166K - $184K
|
653
$438K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-302- 8.6% |
$167K - $185K
|
3.21K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-303- 2.21% |
$167K - $186K
|
13.4K
$9M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-303- 3.39% |
$167K - $186K
|
8.65K
$5.81M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-309- 14.55% |
$170K - $189K
|
1.81K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-311- 2.73% |
$171K - $191K
|
11.1K
$7.45M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-312- 38.81% |
$172K - $191K
|
492
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-313- 4.93% |
$173K - $192K
|
6.03K
$4.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-314- 2.36% |
$173K - $192K
|
13K
$8.7M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-315- 0.7% |
$174K - $193K
|
44.5K
$29.9M
|
|
|
Aug 27, 2025
Q1 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-315- 1.97% |
$174K - $193K
|
15.7K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-316- 4.78% |
$174K - $194K
|
6.29K
$4.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-318- 2.45% |
$175K - $195K
|
12.7K
$8.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-318- 7.55% |
$175K - $195K
|
3.9K
$2.62M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-318- 0.92% |
$175K - $195K
|
34.3K
$23M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-320- 0.44% |
$176K - $196K
|
72.4K
$48.6M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-320- 5.15% |
$176K - $196K
|
5.89K
$3.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-321- 2.21% |
$177K - $197K
|
14.2K
$9.53M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-321- 2.5% |
$177K - $197K
|
12.5K
$8.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-322- 13.09% |
$178K - $197K
|
2.14K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-324- 29.86% |
$179K - $199K
|
761
$511K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-325- 6.9% |
$179K - $199K
|
4.38K
$2.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-326- 4.24% |
$180K - $200K
|
7.37K
$4.95M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-328- 3.83% |
$181K - $201K
|
8.24K
$5.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-330- 1.53% |
$182K - $202K
|
21.2K
$14.2M
|