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 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.46K- 0.65% |
$805K - $894K
|
222K
$146M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1.46K- 1.41% |
$805K - $895K
|
102K
$67.4M
|
|
|
May 09, 2025
Q1 2025
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.46K- 6.11% |
$807K - $897K
|
22.5K
$14.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.47K- 48.43% |
$808K - $898K
|
1.56K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.47K- 10.83% |
$808K - $898K
|
12.1K
$7.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.47K- 40.65% |
$809K - $900K
|
2.14K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.47K- 1.93% |
$810K - $900K
|
74.5K
$49.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.48K- 62.86% |
$816K - $907K
|
874
$577K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.48K- 6.18% |
$816K - $907K
|
22.4K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.49K- 62.87% |
$823K - $914K
|
881
$582K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.49K- 12.68% |
$823K - $915K
|
10.3K
$6.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-1.5K- 21.73% |
$827K - $919K
|
5.4K
$3.57M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.5K- 4.56% |
$827K - $919K
|
31.4K
$20.7M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-1.51K- 44.86% |
$830K - $922K
|
1.85K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.51K- 6.45% |
$832K - $925K
|
21.9K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.52K- 46.1% |
$838K - $932K
|
1.78K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.52K- 17.98% |
$840K - $934K
|
6.95K
$4.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.53K- 9.88% |
$846K - $940K
|
14K
$9.24M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.53K- 2.75% |
$846K - $940K
|
54.2K
$35.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1.56K- 1.61% |
$859K - $955K
|
95.3K
$63M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 26.63% |
$861K - $957K
|
4.3K
$2.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.6K- 10.14% |
$880K - $978K
|
14.1K
$9.33M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-1.6K- 2.83% |
$882K - $981K
|
54.9K
$36.3M
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.6K- 9.54% |
$883K - $981K
|
15.2K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.6K- 25.65% |
$884K - $983K
|
4.65K
$3.07M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.61K- 2.36% |
$886K - $985K
|
66.4K
$43.9M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-1.61K- 93.11% |
$886K - $985K
|
119
$78.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.61K- 14.77% |
$889K - $989K
|
9.31K
$6.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.61K- 2.65% |
$889K - $989K
|
59.1K
$39.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.63K- 4.93% |
$899K - $999K
|
31.4K
$20.7M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-1.64K- 32.0% |
$902K - $1M
|
3.48K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.64K- 1.68% |
$905K - $1.01M
|
95.9K
$63.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.64K- 4.44% |
$905K - $1.01M
|
35.3K
$23.3M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-1.65K- 9.48% |
$912K - $1.01M
|
15.8K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.67K- 3.72% |
$921K - $1.02M
|
43.2K
$28.5M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-1.67K- 71.12% |
$921K - $1.02M
|
678
$448K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.68K- 6.81% |
$924K - $1.03M
|
22.9K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.68K- 5.71% |
$926K - $1.03M
|
27.8K
$18.3M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.7K- 4.93% |
$936K - $1.04M
|
32.7K
$21.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.71K- 43.59% |
$945K - $1.05M
|
2.22K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1.72K- 20.06% |
$948K - $1.05M
|
6.85K
$4.53M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 5.72% |
$950K - $1.06M
|
28.4K
$18.8M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.73K- 4.63% |
$956K - $1.06M
|
35.7K
$23.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-1.74K- 96.67% |
$959K - $1.07M
|
60
$39.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-1.74K- 91.58% |
$960K - $1.07M
|
160
$106K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.77K- 2.63% |
$974K - $1.08M
|
65.3K
$43.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.78K- 7.73% |
$982K - $1.09M
|
21.2K
$14M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.79K- 2.1% |
$988K - $1.1M
|
83.6K
$55.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.8K- 18.26% |
$991K - $1.1M
|
8.05K
$5.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.81K- 61.72% |
$996K - $1.11M
|
1.12K
$740K
|