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 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-148- 4.34% |
$81.6K - $90.7K
|
3.26K
$1.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-150- 5.4% |
$82.7K - $91.9K
|
2.63K
$1.42M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-150- 6.48% |
$82.7K - $91.9K
|
2.17K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-150- 1.32% |
$82.7K - $91.9K
|
11.2K
$6.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-155- 3.94% |
$85.5K - $95K
|
3.78K
$2.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-169- 4.33% |
$93.2K - $104K
|
3.74K
$2.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-171- 0.82% |
$94.3K - $105K
|
20.8K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-189- 7.39% |
$104K - $116K
|
2.37K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-196- 2.99% |
$108K - $120K
|
6.36K
$3.43M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-200- 14.04% |
$110K - $123K
|
1.22K
$660K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-200- 3.08% |
$110K - $123K
|
6.3K
$3.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-203- 0.53% |
$112K - $124K
|
38.4K
$20.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-207- 4.12% |
$114K - $127K
|
4.82K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-211- 14.23% |
$116K - $129K
|
1.27K
$686K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-215- 1.94% |
$119K - $132K
|
10.9K
$5.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-230- 8.27% |
$127K - $141K
|
2.55K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-231- 3.59% |
$127K - $142K
|
6.21K
$3.35M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-233- 29.05% |
$128K - $143K
|
569
$307K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-237- 3.85% |
$131K - $145K
|
5.92K
$3.19M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-248- 0.61% |
$137K - $152K
|
40.1K
$21.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-251- 0.41% |
$138K - $154K
|
60.3K
$32.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-256- 3.27% |
$141K - $157K
|
7.58K
$4.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-269- 8.99% |
$148K - $165K
|
2.72K
$1.47M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-271- 5.58% |
$149K - $166K
|
4.58K
$2.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-280- 42.81% |
$154K - $172K
|
374
$202K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-300- 28.87% |
$165K - $184K
|
739
$398K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-300- 1.82% |
$165K - $184K
|
16.2K
$8.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-302- 8.6% |
$167K - $185K
|
3.21K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-314- 2.36% |
$173K - $192K
|
13K
$6.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-318- 2.45% |
$175K - $195K
|
12.7K
$6.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-322- 13.09% |
$178K - $197K
|
2.14K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-325- 6.9% |
$179K - $199K
|
4.38K
$2.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-326- 4.24% |
$180K - $200K
|
7.37K
$3.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-330- 1.53% |
$182K - $202K
|
21.2K
$11.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-363- 0.47% |
$200K - $222K
|
76.4K
$41.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-392- 5.12% |
$216K - $240K
|
7.26K
$3.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-403- 14.62% |
$222K - $247K
|
2.35K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-446- 3.8% |
$246K - $273K
|
11.3K
$6.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-446- 8.06% |
$246K - $273K
|
5.09K
$2.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-448- 13.72% |
$247K - $275K
|
2.82K
$1.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
SELL
|
- |
-457- 1.93% |
$252K - $280K
|
23.3K
$12.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-477- 6.3% |
$263K - $292K
|
7.09K
$3.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-490- 6.91% |
$270K - $300K
|
6.6K
$3.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-491- 12.97% |
$271K - $301K
|
3.3K
$1.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-500- 8.39% |
$276K - $306K
|
5.46K
$2.94M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-544- 5.87% |
$300K - $333K
|
8.73K
$4.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-560- 3.61% |
$309K - $343K
|
15K
$8.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-568- 10.71% |
$313K - $348K
|
4.74K
$2.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-586- 7.72% |
$323K - $359K
|
7K
$3.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-593- 38.96% |
$327K - $363K
|
929
$501K
|