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
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-34- 8.54% |
$18.7K - $20.8K
|
364
$196K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-34- 2.85% |
$18.7K - $20.8K
|
1.16K
$625K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-35- 2.17% |
$19.3K - $21.5K
|
1.58K
$850K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-40- 7.1% |
$22.1K - $24.5K
|
523
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-42- 0.19% |
$23.2K - $25.7K
|
22K
$11.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-43- 5.14% |
$23.7K - $26.4K
|
794
$428K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-43- 3.7% |
$23.7K - $26.4K
|
1.12K
$603K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-43- 6.23% |
$23.7K - $26.4K
|
647
$349K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-44- 0.9% |
$24.3K - $27K
|
4.86K
$2.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-46- 1.25% |
$25.4K - $28.2K
|
3.62K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-46- 0.35% |
$25.4K - $28.2K
|
13K
$7M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-49- 1.71% |
$27K - $30K
|
2.82K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-52- 5.69% |
$28.7K - $31.9K
|
862
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-53- 0.82% |
$29.2K - $32.5K
|
6.4K
$3.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-55- 0.81% |
$30.3K - $33.7K
|
6.73K
$3.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.7% |
$30.3K - $33.7K
|
7.83K
$4.22M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-59- 6.97% |
$32.5K - $36.2K
|
787
$424K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-59- 1.25% |
$32.5K - $36.2K
|
4.67K
$2.52M
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-60- 0.56% |
$33.1K - $36.8K
|
10.7K
$5.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-64- 1.26% |
$35.3K - $39.2K
|
5K
$2.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-70- 6.43% |
$38.6K - $42.9K
|
1.02K
$549K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-71- 1.96% |
$39.2K - $43.5K
|
3.56K
$1.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-82- 0.81% |
$45.2K - $50.3K
|
9.98K
$5.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-83- 1.4% |
$45.8K - $50.9K
|
5.84K
$3.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-85- 0.84% |
$46.9K - $52.1K
|
9.98K
$5.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-86- 3.99% |
$47.4K - $52.7K
|
2.07K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-90- 2.35% |
$49.6K - $55.2K
|
3.74K
$2.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-94- 7.56% |
$51.8K - $57.6K
|
1.15K
$619K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-101- 12.55% |
$55.7K - $61.9K
|
704
$380K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-104- 4.2% |
$57.3K - $63.7K
|
2.37K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-108- 5.04% |
$59.6K - $66.2K
|
2.04K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-109- 0.63% |
$60.1K - $66.8K
|
17.3K
$9.33M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-110- 4.51% |
$60.7K - $67.4K
|
2.33K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-111- 1.93% |
$61.2K - $68K
|
5.64K
$3.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-111- 1.0% |
$61.2K - $68K
|
11K
$5.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-115- 8.16% |
$63.4K - $70.5K
|
1.3K
$698K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-115- 16.43% |
$63.4K - $70.5K
|
585
$315K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-116- 24.32% |
$64K - $71.1K
|
361
$195K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-118- 1.98% |
$65.1K - $72.3K
|
5.86K
$3.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-118- 62.11% |
$65.1K - $72.3K
|
72
$38.8K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-122- 3.53% |
$67.3K - $74.8K
|
3.33K
$1.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-124- 0.41% |
$68.4K - $76K
|
30.2K
$16.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-127- 4.41% |
$70K - $77.8K
|
2.75K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-131- 4.74% |
$72.2K - $80.3K
|
2.63K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-133- 4.95% |
$73.3K - $81.5K
|
2.55K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-137- 1.11% |
$75.5K - $84K
|
12.2K
$6.58M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-138- 1.03% |
$76.1K - $84.6K
|
13.2K
$7.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-138- 5.02% |
$76.1K - $84.6K
|
2.61K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-142- 0.6% |
$78.3K - $87K
|
23.4K
$12.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-148- 6.58% |
$81.6K - $90.7K
|
2.1K
$1.13M
|