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 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-992- 5.11% |
$547K - $608K
|
18.4K
$12.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-1K- 42.11% |
$551K - $613K
|
1.38K
$923K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1K- 12.43% |
$551K - $613K
|
7.05K
$4.73M
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.01K- 1.81% |
$554K - $616K
|
54.5K
$36.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.01K- 7.7% |
$555K - $617K
|
12.1K
$8.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.01K- 8.62% |
$556K - $618K
|
10.7K
$7.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.01K- 9.5% |
$559K - $621K
|
9.65K
$6.48M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.02K- 3.56% |
$561K - $623K
|
27.5K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.02K- 0.97% |
$562K - $625K
|
104K
$69.6M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.03K- 49.52% |
$565K - $628K
|
1.05K
$702K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-1.03K- 18.17% |
$566K - $629K
|
4.62K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.04K- 59.5% |
$575K - $639K
|
710
$477K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 3.74% |
$580K - $644K
|
27.1K
$18.2M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-1.05K- 5.85% |
$580K - $645K
|
16.9K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.05K- 5.85% |
$580K - $645K
|
16.9K
$11.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.06K- 9.21% |
$583K - $648K
|
10.4K
$7.01M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.07K- 11.31% |
$588K - $654K
|
8.37K
$5.62M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 14.94% |
$590K - $656K
|
6.09K
$4.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.08K- 57.33% |
$595K - $661K
|
803
$539K
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.08K- 8.81% |
$596K - $662K
|
11.2K
$7.51M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1.09K- 3.44% |
$599K - $666K
|
30.5K
$20.5M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 44.22% |
$601K - $668K
|
1.38K
$923K
|
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-1.1K- 46.7% |
$604K - $671K
|
1.25K
$839K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-1.1K- 15.49% |
$607K - $674K
|
6K
$4.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.1K- 1.21% |
$607K - $675K
|
90K
$60.4M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.1K- 57.48% |
$608K - $676K
|
816
$548K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-1.11K- 20.1% |
$614K - $682K
|
4.42K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.12K- 4.44% |
$620K - $689K
|
24.2K
$16.2M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-1.13K- 0.76% |
$622K - $691K
|
147K
$98.6M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1.14K- 2.09% |
$626K - $696K
|
53.3K
$35.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.16K- 0.3% |
$637K - $708K
|
387K
$260M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.16K- 5.68% |
$641K - $713K
|
19.3K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.17K- 3.05% |
$644K - $715K
|
37.1K
$24.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.18K- 9.1% |
$648K - $720K
|
11.7K
$7.88M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.18K- 0.69% |
$649K - $721K
|
170K
$114M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.18K- 19.81% |
$650K - $723K
|
4.77K
$3.2M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.18K- 2.23% |
$651K - $723K
|
51.8K
$34.7M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.18K- 2.74% |
$652K - $724K
|
41.9K
$28.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.19K- 4.22% |
$653K - $726K
|
26.9K
$18.1M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.19K- 18.52% |
$653K - $726K
|
5.21K
$3.5M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.2K- 35.5% |
$662K - $736K
|
2.18K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.2K- 9.87% |
$664K - $738K
|
11K
$7.38M
|
|
|
May 14, 2025
Q1 2025
|
Little Harbor Advisors, LLC
|
SELL
|
- |
-1.21K- 0.58% |
$667K - $741K
|
207K
$139M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-1.22K- 77.17% |
$671K - $746K
|
360
$242K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.22K- 28.24% |
$675K - $750K
|
3.11K
$2.09M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.23K- 11.86% |
$676K - $751K
|
9.12K
$6.12M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.23K- 5.6% |
$677K - $752K
|
20.7K
$13.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.23K- 12.87% |
$677K - $753K
|
8.32K
$5.58M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.23K- 7.77% |
$677K - $753K
|
14.6K
$9.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.23K- 0.42% |
$679K - $755K
|
293K
$197M
|