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 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-695- 15.9% |
$383K - $426K
|
3.68K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-701- 0.35% |
$387K - $430K
|
202K
$120M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-701- 5.45% |
$387K - $430K
|
12.2K
$7.21M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-709- 11.15% |
$391K - $435K
|
5.65K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-716- 7.28% |
$395K - $439K
|
9.12K
$5.41M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-719- 1.24% |
$396K - $441K
|
57.1K
$33.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-721- 13.56% |
$398K - $442K
|
4.6K
$2.73M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-721- 19.14% |
$398K - $442K
|
3.05K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-721- 1.68% |
$398K - $442K
|
42.3K
$25.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-727- 1.54% |
$401K - $446K
|
46.6K
$27.6M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-729- 0.82% |
$402K - $447K
|
88.1K
$52.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-732- 8.92% |
$404K - $449K
|
7.47K
$4.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-733- 34.51% |
$404K - $449K
|
1.39K
$825K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-733- 2.35% |
$404K - $449K
|
30.5K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Goldstream Capital Management LTD
|
SELL
|
- |
-733- 44.83% |
$404K - $449K
|
902
$535K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-735- 35.94% |
$405K - $451K
|
1.31K
$777K
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-737- 0.23% |
$406K - $452K
|
317K
$188M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-742- 13.97% |
$409K - $455K
|
4.57K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-747- 5.96% |
$412K - $458K
|
11.8K
$6.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-748- 8.13% |
$412K - $458K
|
8.45K
$5.01M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-749- 23.1% |
$413K - $459K
|
2.49K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-752- 6.05% |
$415K - $461K
|
11.7K
$6.93M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-755- 20.49% |
$416K - $463K
|
2.93K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-757- 8.51% |
$417K - $464K
|
8.13K
$4.82M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-762- 36.81% |
$420K - $467K
|
1.31K
$776K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-762- 42.71% |
$420K - $467K
|
1.02K
$606K
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-765- 1.17% |
$422K - $469K
|
64.8K
$38.5M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-768- 29.01% |
$423K - $471K
|
1.88K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-769- 3.91% |
$424K - $471K
|
18.9K
$11.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-777- 5.14% |
$428K - $476K
|
14.3K
$8.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-778- 22.51% |
$429K - $477K
|
2.68K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-778- 0.51% |
$429K - $477K
|
151K
$89.6M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-778- 44.46% |
$429K - $477K
|
972
$576K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-779- 15.71% |
$430K - $477K
|
4.18K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-779- 57.32% |
$430K - $477K
|
580
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-784- 3.47% |
$432K - $481K
|
21.8K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-795- 0.46% |
$438K - $487K
|
173K
$102M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-796- 2.18% |
$439K - $488K
|
35.7K
$21.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-800- 27.92% |
$441K - $490K
|
2.07K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-800- 0.42% |
$441K - $490K
|
190K
$113M
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-808- 24.29% |
$446K - $495K
|
2.52K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-810- 32.54% |
$447K - $496K
|
1.68K
$996K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-810- 5.13% |
$447K - $496K
|
15K
$8.89M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-811Closed |
$447K - $497K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-812- 7.13% |
$448K - $498K
|
10.6K
$6.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-814- 3.68% |
$449K - $499K
|
21.3K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-814- 10.73% |
$449K - $499K
|
6.77K
$4.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-815- 37.77% |
$449K - $500K
|
1.34K
$796K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-817- 7.73% |
$451K - $501K
|
9.75K
$5.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-819- 3.93% |
$452K - $502K
|
20K
$11.9M
|