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 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11.7K- 3.28% |
$6.46M - $7.18M
|
345K
$205M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-11.8K- 96.61% |
$6.48M - $7.21M
|
413
$245K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-11.8K- 0.99% |
$6.51M - $7.24M
|
1.18M
$699M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-11.9K- 87.12% |
$6.55M - $7.28M
|
1.76K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-11.9K- 30.48% |
$6.57M - $7.31M
|
27.2K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-12.1K- 10.89% |
$6.65M - $7.4M
|
98.7K
$58.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-12.2K- 21.7% |
$6.75M - $7.51M
|
44.2K
$26.2M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12.6K- 67.74% |
$6.95M - $7.73M
|
6K
$3.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.6K- 9.93% |
$6.95M - $7.73M
|
114K
$67.8M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-12.7K- 34.51% |
$6.99M - $7.77M
|
24.1K
$14.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-12.8K- 43.12% |
$7.05M - $7.84M
|
16.9K
$10M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-12.9K- 6.29% |
$7.11M - $7.9M
|
192K
$114M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-13.1K- 50.1% |
$7.21M - $8.01M
|
13K
$7.72M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-13.2K- 29.48% |
$7.27M - $8.08M
|
31.6K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-13.2K- 42.83% |
$7.3M - $8.11M
|
17.7K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-13.5K- 95.75% |
$7.44M - $8.27M
|
598
$354K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-13.6K- 34.15% |
$7.47M - $8.31M
|
26.1K
$15.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-13.7K- 93.37% |
$7.56M - $8.4M
|
973
$577K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-13.8K- 69.46% |
$7.6M - $8.44M
|
6.06K
$3.59M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-13.8K- 13.83% |
$7.63M - $8.48M
|
86.2K
$51.1M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-13.9K- 92.75% |
$7.65M - $8.5M
|
1.08K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.9KClosed |
$7.66M - $8.51M
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.9K- 8.75% |
$7.68M - $8.54M
|
145K
$86.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-14K- 64.33% |
$7.72M - $8.58M
|
7.76K
$4.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-14K- 25.44% |
$7.73M - $8.6M
|
41.1K
$24.4M
|
|
|
May 14, 2025
Q1 2025
|
Yost Capital Management, LP
Fort Worth, TX |
SELL
|
- |
-14.1K- 72.68% |
$7.78M - $8.64M
|
5.3K
$3.14M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-14.2K- 8.75% |
$7.85M - $8.73M
|
148K
$88M
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-14.3K- 92.14% |
$7.88M - $8.76M
|
1.22K
$723K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-14.4K- 44.78% |
$7.93M - $8.82M
|
17.7K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.5K- 14.25% |
$8M - $8.89M
|
87.2K
$51.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-14.6K- 92.3% |
$8.04M - $8.93M
|
1.22K
$721K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-14.7K- 97.21% |
$8.09M - $9M
|
421
$250K
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-14.7K- 58.0% |
$8.12M - $9.03M
|
10.7K
$6.32M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.8K- 10.19% |
$8.16M - $9.07M
|
130K
$77.3M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-15K- 26.85% |
$8.29M - $9.21M
|
40.9K
$24.3M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-15.2K- 22.74% |
$8.35M - $9.29M
|
51.5K
$30.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-15.3K- 13.04% |
$8.44M - $9.38M
|
102K
$60.5M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-15.3K- 43.57% |
$8.45M - $9.39M
|
19.8K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-15.3K- 11.6% |
$8.46M - $9.4M
|
117K
$69.3M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-15.5K- 87.47% |
$8.54M - $9.5M
|
2.22K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-15.5K- 49.95% |
$8.55M - $9.5M
|
15.5K
$9.21M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15.7K- 19.69% |
$8.65M - $9.62M
|
64K
$37.9M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-16.3K- 35.62% |
$9M - $10M
|
29.5K
$17.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.4K- 17.93% |
$9.03M - $10M
|
75K
$44.4M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-16.4K- 85.84% |
$9.04M - $10.1M
|
2.71K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.1K- 9.76% |
$9.42M - $10.5M
|
158K
$93.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17.2K- 2.94% |
$9.51M - $10.6M
|
569K
$337M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17.3K- 7.64% |
$9.56M - $10.6M
|
210K
$124M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-17.4K- 73.85% |
$9.57M - $10.6M
|
6.14K
$3.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-17.4K- 36.92% |
$9.61M - $10.7M
|
29.8K
$17.6M
|