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 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-2.5K- 4.65% |
$1.38M - $1.53M
|
51.3K
$33.9M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.52K- 3.98% |
$1.39M - $1.54M
|
60.7K
$40.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-2.53K- 2.52% |
$1.39M - $1.55M
|
97.6K
$64.5M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.53K- 40.23% |
$1.39M - $1.55M
|
3.76K
$2.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.54K- 6.4% |
$1.4M - $1.55M
|
37.1K
$24.5M
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.55K- 5.63% |
$1.41M - $1.56M
|
42.7K
$28.2M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.56K- 30.35% |
$1.41M - $1.57M
|
5.88K
$3.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.57K- 1.57% |
$1.42M - $1.57M
|
161K
$106M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.59K- 53.88% |
$1.43M - $1.59M
|
2.22K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-2.61K- 34.89% |
$1.44M - $1.6M
|
4.87K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-2.63K- 28.07% |
$1.45M - $1.61M
|
6.74K
$4.45M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.65K- 15.32% |
$1.46M - $1.62M
|
14.6K
$9.67M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.66K- 2.29% |
$1.46M - $1.63M
|
113K
$74.8M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.66K- 13.61% |
$1.47M - $1.63M
|
16.9K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.67K- 41.54% |
$1.47M - $1.64M
|
3.76K
$2.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-2.68K- 10.15% |
$1.48M - $1.65M
|
23.8K
$15.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.69K- 2.03% |
$1.49M - $1.65M
|
130K
$86M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-2.69K- 79.42% |
$1.49M - $1.65M
|
698
$461K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.74K- 18.46% |
$1.51M - $1.68M
|
12.1K
$7.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-2.74K- 34.31% |
$1.51M - $1.68M
|
5.25K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-2.75K- 85.78% |
$1.52M - $1.69M
|
456
$301K
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-2.77K- 63.57% |
$1.53M - $1.7M
|
1.59K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.8K- 0.97% |
$1.54M - $1.72M
|
286K
$189M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-2.81K- 42.05% |
$1.55M - $1.72M
|
3.87K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.84K- 0.89% |
$1.57M - $1.74M
|
316K
$209M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.85K- 22.02% |
$1.57M - $1.74M
|
10.1K
$6.66M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.85K- 12.1% |
$1.57M - $1.75M
|
20.7K
$13.7M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-2.85K- 48.76% |
$1.57M - $1.75M
|
3K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.88K- 7.63% |
$1.59M - $1.77M
|
34.9K
$23M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.9K- 14.17% |
$1.6M - $1.78M
|
17.6K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.9K- 0.95% |
$1.6M - $1.78M
|
303K
$200M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.92K- 5.38% |
$1.61M - $1.79M
|
51.4K
$34M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.93K- 48.21% |
$1.61M - $1.79M
|
3.14K
$2.08M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.96K- 12.57% |
$1.63M - $1.81M
|
20.6K
$13.6M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.99K- 3.8% |
$1.65M - $1.83M
|
75.7K
$50M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-3K- 28.18% |
$1.65M - $1.84M
|
7.63K
$5.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3K- 11.53% |
$1.65M - $1.84M
|
23K
$15.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3K- 0.89% |
$1.65M - $1.84M
|
333K
$220M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3.02K- 34.19% |
$1.67M - $1.85M
|
5.82K
$3.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Peavine Capital, LLC
|
SELL
|
- |
-3.03K- 1.13% |
$1.67M - $1.86M
|
264K
$175M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.03K- 3.52% |
$1.67M - $1.86M
|
83K
$54.8M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.05K- 3.93% |
$1.68M - $1.87M
|
74.6K
$49.3M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.08K- 11.62% |
$1.7M - $1.88M
|
23.4K
$15.5M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.09K- 3.8% |
$1.7M - $1.89M
|
78.2K
$51.7M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.11K- 16.39% |
$1.72M - $1.91M
|
15.9K
$10.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 2.4% |
$1.72M - $1.91M
|
127K
$83.9M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.13K- 31.25% |
$1.73M - $1.92M
|
6.89K
$4.55M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.14K- 7.28% |
$1.73M - $1.92M
|
40K
$26.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.14K- 26.52% |
$1.73M - $1.92M
|
8.7K
$5.75M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.14K- 12.36% |
$1.73M - $1.93M
|
22.3K
$14.7M
|