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 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-819- 6.56% |
$452K - $502K
|
11.7K
$6.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-821- 14.74% |
$453K - $503K
|
4.75K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-832- 7.13% |
$459K - $510K
|
10.8K
$6.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-835- 3.15% |
$460K - $512K
|
25.7K
$15.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-839- 0.3% |
$463K - $514K
|
278K
$165M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-846- 3.46% |
$467K - $519K
|
23.6K
$14M
|
|
|
Apr 17, 2025
Q1 2025
|
James Hambro & Partners
|
SELL
|
- |
-850- 53.53% |
$469K - $521K
|
738
$438K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-852- 1.6% |
$470K - $522K
|
52.4K
$31.1M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-852- 20.24% |
$470K - $522K
|
3.36K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-854- 7.78% |
$471K - $523K
|
10.1K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-857- 19.07% |
$473K - $525K
|
3.64K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-864- 4.2% |
$476K - $530K
|
19.7K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-868- 24.53% |
$479K - $532K
|
2.67K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-871- 20.83% |
$480K - $534K
|
3.31K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-874- 4.67% |
$482K - $536K
|
17.9K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-877- 0.81% |
$484K - $538K
|
108K
$63.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-878- 11.74% |
$484K - $538K
|
6.6K
$3.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-881- 16.42% |
$486K - $540K
|
4.49K
$2.66M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-881- 4.58% |
$486K - $540K
|
18.3K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-884- 5.54% |
$487K - $542K
|
15.1K
$8.93M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-884- 14.5% |
$487K - $542K
|
5.21K
$3.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-885- 8.33% |
$488K - $542K
|
9.74K
$5.77M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-886- 7.07% |
$489K - $543K
|
11.6K
$6.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-891- 1.37% |
$491K - $546K
|
64.2K
$38.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-894- 5.74% |
$493K - $548K
|
14.7K
$8.7M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-897- 8.46% |
$495K - $550K
|
9.71K
$5.76M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-898- 7.13% |
$495K - $550K
|
11.7K
$6.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-900- 68.65% |
$496K - $552K
|
411
$244K
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-900- 23.68% |
$496K - $552K
|
2.9K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-910- 14.36% |
$502K - $558K
|
5.43K
$3.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-913- 0.63% |
$503K - $560K
|
143K
$85M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-913- 14.29% |
$503K - $560K
|
5.48K
$3.25M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-929- 4.17% |
$512K - $569K
|
21.4K
$12.7M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-931- 24.98% |
$513K - $571K
|
2.8K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-933- 40.28% |
$514K - $572K
|
1.38K
$820K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-936- 63.33% |
$516K - $574K
|
542
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-936- 50.54% |
$516K - $574K
|
916
$543K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-940- 6.6% |
$518K - $576K
|
13.3K
$7.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-941- 2.5% |
$519K - $577K
|
36.7K
$21.7M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-944- 3.43% |
$521K - $579K
|
26.6K
$15.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-947- 24.34% |
$522K - $580K
|
2.94K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-948- 2.98% |
$523K - $581K
|
30.8K
$18.3M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-949- 4.12% |
$523K - $582K
|
22.1K
$13.1M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-949- 4.46% |
$523K - $582K
|
20.4K
$12.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-960- 5.7% |
$529K - $588K
|
15.9K
$9.43M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-960- 4.08% |
$529K - $588K
|
22.6K
$13.4M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-965- 2.53% |
$532K - $591K
|
37.2K
$22.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-966- 3.0% |
$533K - $592K
|
31.2K
$18.5M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-986- 11.47% |
$544K - $604K
|
7.61K
$4.51M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-989- 1.33% |
$545K - $606K
|
73.5K
$43.6M
|