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 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-3.27K- 21.79% |
$1.8M - $2M
|
11.7K
$6.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.29K- 4.24% |
$1.81M - $2.02M
|
74.2K
$44M
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-3.3K- 73.8% |
$1.82M - $2.03M
|
1.17K
$695K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-3.32K- 24.35% |
$1.83M - $2.03M
|
10.3K
$6.11M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.32K- 5.72% |
$1.83M - $2.03M
|
54.7K
$32.4M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.37K- 1.84% |
$1.86M - $2.07M
|
180K
$107M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.4K- 9.85% |
$1.87M - $2.08M
|
31.1K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.42K- 1.46% |
$1.88M - $2.09M
|
230K
$136M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.43K- 3.94% |
$1.89M - $2.1M
|
83.8K
$49.7M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-3.45K- 0.13% |
$1.9M - $2.11M
|
2.72M
$1.61B
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-3.47K- 14.44% |
$1.91M - $2.13M
|
20.6K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.49K- 2.63% |
$1.92M - $2.14M
|
129K
$76.5M
|
|
|
May 07, 2025
Q1 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-3.51K- 5.45% |
$1.93M - $2.15M
|
60.9K
$36.1M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-3.51K- 5.45% |
$1.93M - $2.15M
|
60.8K
$36M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.54K- 3.83% |
$1.95M - $2.17M
|
88.8K
$52.6M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.6K- 0.94% |
$1.98M - $2.2M
|
379K
$225M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-3.62K- 6.19% |
$2M - $2.22M
|
54.9K
$32.5M
|
|
|
May 13, 2025
Q1 2025
|
Tikvah Management LLC
Charlotte, NC |
SELL
|
- |
-3.62K- 9.86% |
$2M - $2.22M
|
33.1K
$19.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-3.65K- 56.06% |
$2.01M - $2.24M
|
2.86K
$1.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.65K- 24.44% |
$2.01M - $2.24M
|
11.3K
$6.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.66K- 36.78% |
$2.02M - $2.24M
|
6.29K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-3.7K- 3.29% |
$2.04M - $2.27M
|
109K
$64.4M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.72K- 36.09% |
$2.05M - $2.28M
|
6.6K
$3.91M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.73K- 14.02% |
$2.06M - $2.28M
|
22.9K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-3.73K- 4.73% |
$2.06M - $2.29M
|
75.1K
$44.5M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-3.79K- 3.43% |
$2.09M - $2.32M
|
107K
$63.3M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.81K- 3.08% |
$2.1M - $2.33M
|
120K
$71M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.84K- 12.68% |
$2.12M - $2.35M
|
26.4K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-3.84K- 58.8% |
$2.12M - $2.35M
|
2.69K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.91K- 81.85% |
$2.15M - $2.39M
|
866
$513K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.92K- 2.6% |
$2.16M - $2.4M
|
147K
$86.9M
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-4.01K- 72.6% |
$2.21M - $2.46M
|
1.51K
$897K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-4.03K- 8.67% |
$2.22M - $2.47M
|
42.4K
$25.1M
|
|
|
May 14, 2025
Q1 2025
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-4.05K- 22.5% |
$2.23M - $2.48M
|
14K
$8.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-4.06K- 1.04% |
$2.24M - $2.49M
|
388K
$230M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-4.09K- 11.49% |
$2.25M - $2.51M
|
31.5K
$18.7M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-4.09K- 6.97% |
$2.26M - $2.51M
|
54.6K
$32.4M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.13K- 1.98% |
$2.28M - $2.53M
|
204K
$121M
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-4.14K- 9.86% |
$2.28M - $2.54M
|
37.8K
$22.4M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.2K- 0.79% |
$2.31M - $2.57M
|
530K
$314M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-4.2K- 26.99% |
$2.31M - $2.57M
|
11.4K
$6.73M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-4.2K- 26.93% |
$2.32M - $2.57M
|
11.4K
$6.76M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.25K- 16.64% |
$2.34M - $2.6M
|
21.3K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-4.26K- 25.0% |
$2.35M - $2.61M
|
12.8K
$7.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-4.26K- 8.47% |
$2.35M - $2.61M
|
46K
$27.3M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.28K- 1.66% |
$2.36M - $2.62M
|
254K
$150M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.29K- 2.24% |
$2.36M - $2.63M
|
187K
$111M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.29K- 86.52% |
$2.36M - $2.63M
|
668
$396K
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-4.3K- 18.2% |
$2.37M - $2.63M
|
19.3K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.31K- 3.45% |
$2.37M - $2.64M
|
120K
$71.3M
|