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 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.1K- 9.76% |
$9.42M - $10.5M
|
158K
$104M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17.2K- 2.94% |
$9.51M - $10.6M
|
569K
$376M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-17.3K- 23.63% |
$9.53M - $10.6M
|
55.9K
$36.9M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17.3K- 7.64% |
$9.56M - $10.6M
|
210K
$138M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-17.4K- 73.85% |
$9.57M - $10.6M
|
6.14K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-17.4K- 36.92% |
$9.61M - $10.7M
|
29.8K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.5K- 2.75% |
$9.62M - $10.7M
|
617K
$408M
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-17.5K- 3.63% |
$9.63M - $10.7M
|
463K
$306M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-17.5K- 3.36% |
$9.64M - $10.7M
|
503K
$332M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-17.6K- 15.68% |
$9.71M - $10.8M
|
94.7K
$62.6M
|
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-17.8K- 96.33% |
$9.8M - $10.9M
|
678
$448K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.9K- 18.87% |
$9.87M - $11M
|
77K
$50.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-18K- 1.86% |
$9.9M - $11M
|
950K
$627M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-18.1K- 15.35% |
$10M - $11.1M
|
100K
$66.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.1K- 5.11% |
$10M - $11.1M
|
337K
$223M
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-18.2K- 26.81% |
$10M - $11.2M
|
49.7K
$32.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-18.3K- 99.18% |
$10.1M - $11.2M
|
150
$99.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.3K- 32.57% |
$10.1M - $11.2M
|
37.8K
$25M
|
|
|
May 12, 2025
Q1 2025
|
Hackensack Meridian Health, Inc.
Edison, NJ |
SELL
|
- |
-18.5K- 3.53% |
$10.2M - $11.3M
|
506K
$334M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-18.7K- 79.38% |
$10.3M - $11.4M
|
4.85K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-18.9K- 5.63% |
$10.4M - $11.6M
|
317K
$209M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-19.2K- 24.67% |
$10.6M - $11.8M
|
58.6K
$38.7M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-19.7K- 30.98% |
$10.8M - $12.1M
|
43.8K
$28.9M
|
|
|
May 05, 2025
Q1 2025
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
SELL
|
- |
-20K- 20.0% |
$11M - $12.3M
|
80K
$52.9M
|
|
|
May 12, 2025
Q1 2025
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-20.1K- 12.97% |
$11.1M - $12.3M
|
135K
$88.9M
|
|
|
May 09, 2025
Q1 2025
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-20.3K- 8.65% |
$11.2M - $12.4M
|
214K
$141M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-20.3K- 23.73% |
$11.2M - $12.5M
|
65.4K
$43.2M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-20.5K- 50.26% |
$11.3M - $12.6M
|
20.3K
$13.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-20.6K- 65.77% |
$11.4M - $12.6M
|
10.7K
$7.09M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-21K- 57.79% |
$11.6M - $12.9M
|
15.3K
$10.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Benjamin Joseph Floyd Dba Floyd Capital Management
Texarkana, TX |
SELL
|
- |
-21.4KClosed |
$11.8M - $13.1M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-21.6K- 1.99% |
$11.9M - $13.2M
|
1.06M
$701M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-22.1K- 50.42% |
$12.2M - $13.6M
|
21.8K
$14.4M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-22.2K- 52.92% |
$12.2M - $13.6M
|
19.8K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-22.4K- 2.99% |
$12.4M - $13.7M
|
728K
$481M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-22.5K- 17.81% |
$12.4M - $13.8M
|
104K
$68.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-22.7K- 39.16% |
$12.5M - $13.9M
|
35.2K
$23.3M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-22.7K- 64.86% |
$12.5M - $13.9M
|
12.3K
$8.12M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-24.1K- 9.05% |
$13.3M - $14.8M
|
243K
$160M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-24.2K- 71.43% |
$13.3M - $14.8M
|
9.67K
$6.39M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.6K- 17.69% |
$13.6M - $15.1M
|
114K
$75.6M
|
|
|
May 15, 2025
Q1 2025
|
Clear Street Derivatives LLC
New York, NY |
SELL
|
- |
-25K- 93.92% |
$13.8M - $15.3M
|
1.62K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-25.2K- 16.06% |
$13.9M - $15.4M
|
132K
$86.9M
|
|
|
May 01, 2025
Q1 2025
|
Eos Management, L.P.
|
SELL
|
- |
-25.7K- 18.84% |
$14.2M - $15.8M
|
111K
$73.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-25.8K- 1.92% |
$14.2M - $15.8M
|
1.32M
$871M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-26.6K- 55.56% |
$14.6M - $16.3M
|
21.2K
$14M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-26.8K- 69.82% |
$14.8M - $16.4M
|
11.6K
$7.65M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-27K- 32.39% |
$14.9M - $16.5M
|
56.4K
$37.2M
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
SELL
|
- |
-27.2K- 64.03% |
$15M - $16.7M
|
15.3K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28.1K- 72.28% |
$15.5M - $17.2M
|
10.8K
$7.13M
|