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 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-400- 15.27% |
$221K - $245K
|
2.22K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-401- 1.18% |
$221K - $246K
|
33.6K
$19.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-403- 14.62% |
$222K - $247K
|
2.35K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-405- 13.0% |
$223K - $248K
|
2.71K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-409- 1.43% |
$226K - $251K
|
28.1K
$16.7M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-412- 18.58% |
$227K - $253K
|
1.81K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-412- 11.48% |
$227K - $253K
|
3.18K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-415- 0.68% |
$229K - $254K
|
60.5K
$35.9M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-417- 9.59% |
$230K - $256K
|
3.93K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-419- 2.22% |
$231K - $257K
|
18.5K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-420- 15.01% |
$232K - $257K
|
2.38K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-420- 12.52% |
$232K - $257K
|
2.94K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-423- 2.15% |
$233K - $259K
|
19.3K
$11.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-425- 3.0% |
$234K - $260K
|
13.7K
$8.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-426- 9.96% |
$235K - $261K
|
3.85K
$2.28M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-426- 8.63% |
$235K - $261K
|
4.51K
$2.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-433- 2.63% |
$239K - $265K
|
16K
$9.51M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-433- 6.72% |
$239K - $265K
|
6.01K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-433- 1.41% |
$239K - $265K
|
30.3K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-434- 5.68% |
$239K - $266K
|
7.21K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-434- 1.07% |
$239K - $266K
|
40.1K
$23.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-435- 8.76% |
$240K - $267K
|
4.53K
$2.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-436- 7.21% |
$240K - $267K
|
5.61K
$3.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-444- 4.36% |
$245K - $272K
|
9.74K
$5.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-445- 6.36% |
$245K - $273K
|
6.56K
$3.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-446- 8.06% |
$246K - $273K
|
5.09K
$3.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-446- 3.8% |
$246K - $273K
|
11.3K
$6.69M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-446- 1.78% |
$246K - $273K
|
24.6K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-447- 3.72% |
$246K - $274K
|
11.6K
$6.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-448- 13.72% |
$247K - $275K
|
2.82K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-448- 29.51% |
$247K - $275K
|
1.07K
$635K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-448- 3.12% |
$247K - $275K
|
13.9K
$8.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-449- 2.02% |
$248K - $275K
|
21.8K
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-454- 12.29% |
$250K - $278K
|
3.24K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-454- 3.16% |
$250K - $278K
|
13.9K
$8.26M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-456- 1.12% |
$251K - $279K
|
40.2K
$23.8M
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-456- 27.99% |
$251K - $279K
|
1.17K
$696K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-456- 26.59% |
$251K - $279K
|
1.26K
$747K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
SELL
|
- |
-457- 1.93% |
$252K - $280K
|
23.3K
$13.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-457- 1.47% |
$252K - $280K
|
30.6K
$18.1M
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-457- 8.06% |
$252K - $280K
|
5.21K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-462- 1.21% |
$255K - $283K
|
37.7K
$22.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-468- 4.03% |
$258K - $287K
|
11.1K
$6.61M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-471- 1.09% |
$260K - $289K
|
42.7K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-472- 4.23% |
$260K - $289K
|
10.7K
$6.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-473- 21.42% |
$261K - $290K
|
1.74K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-474- 51.58% |
$261K - $291K
|
445
$264K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-477- 6.3% |
$263K - $292K
|
7.09K
$4.2M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-479- 2.28% |
$264K - $294K
|
20.5K
$12.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-483- 17.69% |
$266K - $296K
|
2.25K
$1.33M
|