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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.23K- 5.0% |
$680K - $756K
|
23.5K
$14M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-1.24K- 61.0% |
$682K - $758K
|
791
$472K
|
|
|
Apr 11, 2025
Q1 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.24K- 4.77% |
$683K - $759K
|
24.8K
$14.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.25K- 7.22% |
$688K - $765K
|
16K
$9.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
SELL
|
- |
-1.26K- 27.74% |
$696K - $774K
|
3.29K
$1.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.27K- 9.09% |
$699K - $777K
|
12.7K
$7.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.27K- 2.26% |
$700K - $778K
|
55K
$32.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.27K- 1.52% |
$701K - $779K
|
82.5K
$49.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.28K- 5.05% |
$706K - $785K
|
24.1K
$14.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.28K- 3.24% |
$707K - $786K
|
38.3K
$22.8M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.28K- 76.73% |
$707K - $786K
|
389
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.29K- 17.24% |
$711K - $790K
|
6.19K
$3.69M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.29K- 24.77% |
$712K - $792K
|
3.92K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.3K- 6.31% |
$714K - $794K
|
19.2K
$11.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.31K- 34.55% |
$722K - $802K
|
2.48K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.31K- 22.4% |
$723K - $804K
|
4.54K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.32K- 6.42% |
$725K - $806K
|
19.2K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-1.32K- 0.92% |
$725K - $806K
|
142K
$84.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.32K- 10.81% |
$728K - $810K
|
10.9K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-1.33K- 37.99% |
$731K - $812K
|
2.16K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.33K- 3.01% |
$733K - $815K
|
42.9K
$25.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.33K- 55.9% |
$734K - $816K
|
1.05K
$626K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.33K- 1.78% |
$734K - $816K
|
73.3K
$43.7M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.34K- 32.25% |
$737K - $819K
|
2.81K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.34K- 30.99% |
$738K - $820K
|
2.98K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-1.36K- 51.84% |
$747K - $831K
|
1.26K
$750K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.37K- 6.22% |
$753K - $837K
|
20.6K
$12.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.37K- 8.2% |
$754K - $838K
|
15.3K
$9.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.37K- 31.76% |
$756K - $840K
|
2.95K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.38K- 19.14% |
$759K - $843K
|
5.81K
$3.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.38K- 8.3% |
$760K - $845K
|
15.2K
$9.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-1.39K- 17.37% |
$768K - $853K
|
6.62K
$3.95M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.4K- 89.32% |
$770K - $856K
|
167
$99.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.4K- 2.4% |
$771K - $857K
|
56.9K
$33.9M
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.4K- 32.55% |
$774K - $860K
|
2.91K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.41K- 0.64% |
$775K - $862K
|
218K
$130M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.41K- 12.5% |
$776K - $862K
|
9.85K
$5.87M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.42K- 7.52% |
$781K - $869K
|
17.4K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.42K- 8.99% |
$783K - $870K
|
14.4K
$8.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.42K- 3.89% |
$785K - $873K
|
35.2K
$21M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
SELL
|
- |
-1.43K- 52.62% |
$787K - $875K
|
1.29K
$767K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.43K- 5.58% |
$789K - $877K
|
24.2K
$14.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-1.43K- 23.07% |
$789K - $877K
|
4.77K
$2.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.43K- 4.72% |
$790K - $878K
|
28.9K
$17.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.44K- 14.34% |
$795K - $884K
|
8.61K
$5.13M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.44K- 53.83% |
$795K - $884K
|
1.24K
$737K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.45K- 5.44% |
$797K - $886K
|
25.2K
$15M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.46K- 10.55% |
$802K - $892K
|
12.3K
$7.35M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.46K- 8.94% |
$804K - $894K
|
14.8K
$8.85M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.46K- 0.65% |
$805K - $894K
|
222K
$132M
|