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 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-8.21K- 21.82% |
$4.53M - $5.03M
|
29.4K
$17.4M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-8.24K- 31.84% |
$4.54M - $5.05M
|
17.6K
$10.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.28K- 21.83% |
$4.56M - $5.07M
|
29.6K
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-8.36K- 13.92% |
$4.61M - $5.12M
|
51.7K
$30.6M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.47K- 7.53% |
$4.67M - $5.19M
|
104K
$61.6M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-8.5K- 12.57% |
$4.69M - $5.21M
|
59.1K
$35M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-8.56K- 1.39% |
$4.72M - $5.24M
|
607K
$360M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-8.58K- 23.28% |
$4.73M - $5.26M
|
28.3K
$16.8M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-8.62K- 26.88% |
$4.75M - $5.28M
|
23.4K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.63K- 34.89% |
$4.76M - $5.29M
|
16.1K
$9.54M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-8.68K- 27.02% |
$4.78M - $5.32M
|
23.4K
$13.9M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-8.68K- 4.1% |
$4.78M - $5.32M
|
203K
$120M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-8.86K- 72.29% |
$4.89M - $5.43M
|
3.4K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-8.96K- 28.8% |
$4.94M - $5.49M
|
22.1K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-9K- 9.94% |
$4.96M - $5.51M
|
81.5K
$48.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-9K- 31.19% |
$4.96M - $5.52M
|
19.9K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9.04K- 1.07% |
$4.98M - $5.54M
|
835K
$495M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-9.28K- 25.64% |
$5.12M - $5.69M
|
26.9K
$16M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-9.33K- 10.63% |
$5.14M - $5.72M
|
78.4K
$46.5M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.37K- 41.1% |
$5.16M - $5.74M
|
13.4K
$7.96M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-9.47K- 39.99% |
$5.22M - $5.81M
|
14.2K
$8.42M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-9.48K- 4.12% |
$5.23M - $5.81M
|
221K
$131M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-9.71K- 55.65% |
$5.35M - $5.95M
|
7.74K
$4.59M
|
|
|
May 07, 2025
Q1 2025
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-9.72K- 3.78% |
$5.36M - $5.95M
|
248K
$147M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-9.84K- 80.9% |
$5.43M - $6.03M
|
2.32K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-9.94K- 7.23% |
$5.48M - $6.09M
|
127K
$75.5M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10K- 21.78% |
$5.51M - $6.13M
|
35.9K
$21.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-10K- 4.63% |
$5.51M - $6.13M
|
206K
$122M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-10K- 33.33% |
$5.51M - $6.13M
|
20K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10K- 68.0% |
$5.52M - $6.14M
|
4.71K
$2.79M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-10K- 68.06% |
$5.54M - $6.16M
|
4.71K
$2.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10.3K- 28.08% |
$5.69M - $6.33M
|
26.4K
$15.7M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-10.3K- 23.7% |
$5.7M - $6.34M
|
33.3K
$19.7M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-10.4K- 2.4% |
$5.74M - $6.38M
|
423K
$251M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10.5K- 3.8% |
$5.78M - $6.42M
|
265K
$157M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.7K- 7.02% |
$5.88M - $6.54M
|
141K
$83.7M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-10.8K- 33.88% |
$5.96M - $6.62M
|
21.1K
$12.5M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-10.9K- 15.7% |
$5.98M - $6.65M
|
58.3K
$34.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-10.9K- 6.13% |
$6.01M - $6.68M
|
167K
$99M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.9K- 66.19% |
$6.02M - $6.69M
|
5.57K
$3.3M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-11K- 43.6% |
$6.08M - $6.76M
|
14.3K
$8.46M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-11.2K- 99.82% |
$6.16M - $6.85M
|
20
$11.9K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-11.3K- 12.16% |
$6.24M - $6.93M
|
81.7K
$48.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-11.3K- 47.42% |
$6.25M - $6.95M
|
12.6K
$7.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.4K- 6.81% |
$6.26M - $6.96M
|
155K
$92.1M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-11.4K- 16.25% |
$6.27M - $6.97M
|
58.6K
$34.7M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-11.4K- 45.48% |
$6.27M - $6.97M
|
13.6K
$8.08M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-11.4K- 60.6% |
$6.31M - $7.01M
|
7.44K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-11.5K- 8.12% |
$6.32M - $7.03M
|
130K
$76.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.6K- 3.18% |
$6.41M - $7.12M
|
354K
$210M
|