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 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.91K- 2.77% |
$1.05M - $1.17M
|
67K
$39.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
SELL
|
- |
-1.92K- 4.89% |
$1.06M - $1.17M
|
37.3K
$22.2M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.92K- 2.04% |
$1.06M - $1.18M
|
92.3K
$55M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.94K- 3.77% |
$1.07M - $1.19M
|
49.4K
$29.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.94K- 58.62% |
$1.07M - $1.19M
|
1.37K
$816K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.97K- 5.31% |
$1.09M - $1.21M
|
35.1K
$20.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.97K- 8.44% |
$1.09M - $1.21M
|
21.4K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.99K- 2.35% |
$1.1M - $1.22M
|
82.8K
$49.4M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.99K- 4.23% |
$1.1M - $1.22M
|
45.1K
$26.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.99K- 1.98% |
$1.1M - $1.22M
|
98.7K
$58.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-2K- 39.53% |
$1.1M - $1.22M
|
3.05K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-2K- 8.62% |
$1.1M - $1.22M
|
21.1K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.01K- 18.73% |
$1.11M - $1.23M
|
8.74K
$5.21M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.03K- 0.21% |
$1.12M - $1.24M
|
952K
$568M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.03K- 68.67% |
$1.12M - $1.24M
|
925
$551K
|
|
|
May 07, 2025
Q1 2025
|
American Asset Management Inc.
|
SELL
|
- |
-2.03K- 7.0% |
$1.12M - $1.24M
|
27K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.06K- 7.33% |
$1.14M - $1.26M
|
26.1K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.08K- 23.08% |
$1.14M - $1.27M
|
6.91K
$4.12M
|
|
|
May 15, 2025
Q1 2025
|
Sabby Management, LLC
Upper Saddle River, NJ |
SELL
|
- |
-2.09K- 63.72% |
$1.15M - $1.28M
|
1.19K
$709K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.1K- 3.39% |
$1.16M - $1.29M
|
60K
$35.7M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2.11K- 25.98% |
$1.16M - $1.29M
|
6.02K
$3.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.12K- 15.31% |
$1.17M - $1.3M
|
11.7K
$6.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.17K- 3.43% |
$1.19M - $1.33M
|
61K
$36.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.17K- 9.48% |
$1.2M - $1.33M
|
20.7K
$12.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.18K- 12.92% |
$1.2M - $1.33M
|
14.7K
$8.74M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-2.18K- 8.82% |
$1.2M - $1.34M
|
22.6K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-2.19K- 45.98% |
$1.2M - $1.34M
|
2.57K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.21K- 1.44% |
$1.22M - $1.35M
|
151K
$89.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.25K- 8.31% |
$1.24M - $1.38M
|
24.8K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.25K- 6.02% |
$1.24M - $1.38M
|
35.1K
$20.9M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-2.25K- 43.28% |
$1.24M - $1.38M
|
2.95K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-2.25K- 2.06% |
$1.24M - $1.38M
|
107K
$63.7M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2.27K- 99.69% |
$1.25M - $1.39M
|
7
$4.17K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-2.29K- 28.59% |
$1.26M - $1.4M
|
5.73K
$3.41M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.33K- 32.59% |
$1.28M - $1.43M
|
4.82K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.34K- 22.1% |
$1.29M - $1.43M
|
8.23K
$4.91M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-2.38K- 16.0% |
$1.31M - $1.46M
|
12.5K
$7.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.39K- 17.83% |
$1.32M - $1.46M
|
11K
$6.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.39K- 16.28% |
$1.32M - $1.47M
|
12.3K
$7.33M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.4K- 1.84% |
$1.33M - $1.47M
|
128K
$76.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2.43K- 13.26% |
$1.34M - $1.49M
|
15.9K
$9.46M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.46K- 3.87% |
$1.36M - $1.51M
|
61.1K
$36.4M
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-2.47K- 2.77% |
$1.36M - $1.51M
|
86.7K
$51.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.48K- 2.5% |
$1.37M - $1.52M
|
96.6K
$57.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-2.5K- 5.16% |
$1.38M - $1.53M
|
45.9K
$27.3M
|
|
|
May 05, 2025
Q1 2025
|
Highlander Partners, L.P.
|
SELL
|
- |
-2.5K- 38.46% |
$1.38M - $1.53M
|
4K
$2.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-2.5K- 4.65% |
$1.38M - $1.53M
|
51.3K
$30.6M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.52K- 3.98% |
$1.39M - $1.54M
|
60.7K
$36.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-2.53K- 2.52% |
$1.39M - $1.55M
|
97.6K
$58.2M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.53K- 40.23% |
$1.39M - $1.55M
|
3.76K
$2.24M
|