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 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5.96K- 8.98% |
$3.28M - $3.65M
|
60.4K
$39.9M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-5.96K- 0.6% |
$3.28M - $3.65M
|
992K
$655M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.96K- 29.1% |
$3.29M - $3.65M
|
14.5K
$9.6M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-5.96K- 1.6% |
$3.29M - $3.65M
|
366K
$242M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.02K- 3.84% |
$3.32M - $3.69M
|
151K
$99.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.05K- 39.4% |
$3.34M - $3.71M
|
9.3K
$6.15M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-6.14K- 88.52% |
$3.38M - $3.76M
|
796
$526K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.16K- 57.92% |
$3.4M - $3.78M
|
4.48K
$2.96M
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-6.21K- 9.66% |
$3.42M - $3.8M
|
58K
$38.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.23K- 6.05% |
$3.43M - $3.82M
|
96.6K
$63.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.32K- 19.3% |
$3.48M - $3.87M
|
26.4K
$17.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-6.34K- 79.77% |
$3.5M - $3.89M
|
1.61K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-6.35K- 17.84% |
$3.5M - $3.89M
|
29.3K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.39K- 21.77% |
$3.52M - $3.92M
|
23K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
SELL
|
- |
-6.41K- 0.67% |
$3.53M - $3.93M
|
946K
$625M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-6.41K- 20.75% |
$3.54M - $3.93M
|
24.5K
$16.2M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6.43K- 10.63% |
$3.55M - $3.94M
|
54.1K
$35.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-6.46K- 12.58% |
$3.56M - $3.96M
|
44.9K
$29.7M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-6.56K- 2.01% |
$3.62M - $4.02M
|
320K
$211M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.56K- 7.09% |
$3.62M - $4.02M
|
85.9K
$56.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.61K- 41.64% |
$3.64M - $4.05M
|
9.26K
$6.12M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.64K- 2.33% |
$3.66M - $4.07M
|
278K
$184M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6.71K- 87.18% |
$3.7M - $4.11M
|
986
$651K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-6.72K- 71.69% |
$3.7M - $4.12M
|
2.65K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.73K- 6.57% |
$3.71M - $4.13M
|
95.7K
$63.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-6.74K- 14.93% |
$3.72M - $4.13M
|
38.4K
$25.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-6.76K- 21.58% |
$3.73M - $4.14M
|
24.6K
$16.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-6.76K- 0.64% |
$3.73M - $4.14M
|
1.05M
$691M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-6.77K- 21.99% |
$3.73M - $4.15M
|
24K
$15.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-6.83K- 61.82% |
$3.76M - $4.18M
|
4.22K
$2.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-6.84K- 11.45% |
$3.77M - $4.19M
|
52.9K
$35M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-6.88K- 17.51% |
$3.79M - $4.21M
|
32.4K
$21.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-6.96K- 9.5% |
$3.84M - $4.27M
|
66.3K
$43.8M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6.97K- 12.47% |
$3.84M - $4.27M
|
48.9K
$32.3M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.97K- 20.45% |
$3.84M - $4.27M
|
27.1K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.98K- 21.07% |
$3.85M - $4.28M
|
26.1K
$17.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7.09K- 3.33% |
$3.91M - $4.35M
|
206K
$136M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-7.09K- 2.72% |
$3.91M - $4.35M
|
254K
$168M
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7.1K- 11.35% |
$3.91M - $4.35M
|
55.4K
$36.6M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.19K- 3.76% |
$3.96M - $4.41M
|
184K
$122M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7.26K- 25.72% |
$4M - $4.45M
|
21K
$13.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-7.35K- 3.33% |
$4.05M - $4.51M
|
213K
$141M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.36K- 15.45% |
$4.06M - $4.51M
|
40.3K
$26.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.53K- 45.09% |
$4.15M - $4.62M
|
9.18K
$6.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-7.59K- 71.39% |
$4.18M - $4.65M
|
3.04K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-7.63K- 5.13% |
$4.21M - $4.67M
|
141K
$93.2M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-7.64K- 4.37% |
$4.21M - $4.68M
|
167K
$110M
|
|
|
Apr 29, 2025
Q1 2025
|
Sl Advisors, LLC
|
SELL
|
- |
-7.83K- 78.49% |
$4.31M - $4.8M
|
2.14K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-7.93K- 5.44% |
$4.37M - $4.86M
|
138K
$91M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.95K- 19.97% |
$4.39M - $4.88M
|
31.9K
$21.1M
|