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
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.33K- 7.64% |
$2.39M - $2.65M
|
52.3K
$31M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.36K- 54.12% |
$2.4M - $2.67M
|
3.69K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-4.42K- 51.94% |
$2.43M - $2.71M
|
4.09K
$2.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-4.45K- 68.65% |
$2.45M - $2.73M
|
2.03K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-4.45K- 47.11% |
$2.46M - $2.73M
|
5K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-4.46K- 39.15% |
$2.46M - $2.73M
|
6.93K
$4.11M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-4.49K- 13.06% |
$2.48M - $2.75M
|
29.9K
$17.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.53K- 11.66% |
$2.5M - $2.77M
|
34.3K
$20.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-4.54K- 6.82% |
$2.51M - $2.78M
|
62K
$36.8M
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-4.54K- 21.93% |
$2.51M - $2.78M
|
16.2K
$9.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.57K- 1.89% |
$2.52M - $2.8M
|
237K
$141M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.6K- 1.51% |
$2.54M - $2.82M
|
301K
$178M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.61K- 8.96% |
$2.54M - $2.83M
|
46.9K
$27.8M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-4.63K- 46.56% |
$2.55M - $2.84M
|
5.31K
$3.15M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-4.67K- 1.04% |
$2.58M - $2.86M
|
444K
$263M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-4.7K- 14.46% |
$2.59M - $2.88M
|
27.8K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-4.71K- 20.44% |
$2.59M - $2.88M
|
18.3K
$10.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.73K- 7.62% |
$2.61M - $2.9M
|
57.4K
$34M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-4.75K- 56.2% |
$2.62M - $2.91M
|
3.7K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.84K- 7.27% |
$2.67M - $2.96M
|
61.7K
$36.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-4.88K- 39.66% |
$2.69M - $2.99M
|
7.43K
$4.4M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.9K- 2.33% |
$2.7M - $3M
|
205K
$121M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-4.91K- 1.23% |
$2.71M - $3.01M
|
393K
$233M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.93K- 5.89% |
$2.72M - $3.02M
|
78.8K
$46.7M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-4.98K- 30.98% |
$2.74M - $3.05M
|
11.1K
$6.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-5.05K- 15.84% |
$2.79M - $3.1M
|
26.8K
$15.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.14K- 34.11% |
$2.83M - $3.15M
|
9.92K
$5.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-5.18K- 38.53% |
$2.86M - $3.18M
|
8.26K
$4.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5.21K- 62.73% |
$2.87M - $3.19M
|
3.09K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.25K- 25.63% |
$2.9M - $3.22M
|
15.2K
$9.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.3K- 29.23% |
$2.92M - $3.25M
|
12.8K
$7.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.48K- 15.4% |
$3.02M - $3.36M
|
30.1K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.49K- 4.54% |
$3.03M - $3.36M
|
115K
$68.4M
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-5.5K- 76.9% |
$3.03M - $3.37M
|
1.65K
$979K
|
|
|
Apr 17, 2025
Q1 2025
|
Medici Capital LLC
Newport Beach, CA |
SELL
|
- |
-5.51K- 7.4% |
$3.04M - $3.38M
|
68.9K
$40.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-5.6K- 52.83% |
$3.09M - $3.43M
|
5K
$2.96M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.61K- 18.29% |
$3.09M - $3.44M
|
25K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-5.65K- 0.88% |
$3.11M - $3.46M
|
639K
$378M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-5.65K- 35.14% |
$3.12M - $3.46M
|
10.4K
$6.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-5.68K- 6.07% |
$3.13M - $3.48M
|
87.8K
$52.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-5.69K- 91.72% |
$3.14M - $3.49M
|
513
$304K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-5.74K- 43.16% |
$3.17M - $3.52M
|
7.56K
$4.48M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-5.81K- 7.39% |
$3.21M - $3.56M
|
72.9K
$43.2M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-5.92K- 68.71% |
$3.27M - $3.63M
|
2.7K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.95K- 40.33% |
$3.28M - $3.65M
|
8.81K
$5.22M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5.96K- 8.98% |
$3.28M - $3.65M
|
60.4K
$35.8M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-5.96K- 0.6% |
$3.28M - $3.65M
|
992K
$588M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.96K- 29.1% |
$3.29M - $3.65M
|
14.5K
$8.61M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-5.96K- 1.6% |
$3.29M - $3.65M
|
366K
$217M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.02K- 3.84% |
$3.32M - $3.69M
|
151K
$89.4M
|