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 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-588- 4.89% |
$324K - $360K
|
11.4K
$6.79M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-592- 14.77% |
$326K - $363K
|
3.42K
$2.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-593- 6.04% |
$327K - $363K
|
9.22K
$5.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-593- 38.96% |
$327K - $363K
|
929
$551K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-594- 7.93% |
$328K - $364K
|
6.9K
$4.09M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-595- 5.49% |
$328K - $365K
|
10.2K
$6.08M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-598- 30.6% |
$330K - $367K
|
1.36K
$804K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-599- 35.76% |
$330K - $367K
|
1.08K
$638K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-599- 7.22% |
$330K - $367K
|
7.7K
$4.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-605- 5.33% |
$334K - $371K
|
10.7K
$6.37M
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-611- 10.42% |
$337K - $375K
|
5.25K
$3.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-613- 2.42% |
$338K - $376K
|
24.7K
$14.7M
|
|
|
May 16, 2025
Q1 2025
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-613- 30.38% |
$338K - $376K
|
1.41K
$833K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-615- 49.48% |
$339K - $377K
|
628
$372K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-620- 11.57% |
$342K - $380K
|
4.74K
$2.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-620- 1.16% |
$342K - $380K
|
53K
$31.5M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-620- 1.54% |
$342K - $380K
|
39.6K
$23.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-621- 5.29% |
$342K - $381K
|
11.1K
$6.6M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-626- 1.89% |
$345K - $384K
|
32.5K
$19.3M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-628- 6.53% |
$346K - $385K
|
8.99K
$5.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-629- 12.11% |
$347K - $386K
|
4.56K
$2.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-631- 47.84% |
$348K - $387K
|
688
$408K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-633- 4.99% |
$349K - $388K
|
12.1K
$7.15M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-640- 2.17% |
$353K - $392K
|
28.8K
$17.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-642- 3.29% |
$354K - $394K
|
18.9K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-645- 4.02% |
$356K - $395K
|
15.4K
$9.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-645- 2.54% |
$356K - $395K
|
24.7K
$14.7M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-646- 7.68% |
$356K - $396K
|
7.76K
$4.6M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-647- 51.31% |
$357K - $397K
|
614
$364K
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-648- 27.54% |
$357K - $397K
|
1.71K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-650- 10.92% |
$358K - $398K
|
5.3K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-651- 27.5% |
$359K - $399K
|
1.72K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-653- 2.36% |
$360K - $400K
|
27K
$16M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-655- 19.61% |
$361K - $401K
|
2.69K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-656- 8.36% |
$362K - $402K
|
7.19K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-659- 44.38% |
$363K - $404K
|
826
$490K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-660- 2.09% |
$364K - $405K
|
30.9K
$18.3M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-661- 20.64% |
$364K - $405K
|
2.54K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-666- 1.64% |
$367K - $408K
|
39.9K
$23.6M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-669- 13.53% |
$369K - $410K
|
4.28K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-669- 12.29% |
$369K - $410K
|
4.78K
$2.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-675- 5.35% |
$372K - $414K
|
11.9K
$7.08M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-675- 10.0% |
$372K - $414K
|
6.08K
$3.6M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-679- 6.9% |
$374K - $416K
|
9.16K
$5.43M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-680- 3.73% |
$375K - $417K
|
17.6K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-680- 9.01% |
$375K - $417K
|
6.87K
$4.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-684- 6.45% |
$377K - $419K
|
9.93K
$5.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-684- 0.96% |
$377K - $419K
|
70.4K
$41.8M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-685- 0.37% |
$378K - $420K
|
184K
$109M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-687- 0.34% |
$379K - $421K
|
203K
$120M
|