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 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-43- 0.44% |
$23.7K - $26.4K
|
9.7K
$5.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-43- 5.14% |
$23.7K - $26.4K
|
794
$418K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-44- 0.9% |
$24.3K - $27K
|
4.86K
$2.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-45- 0.53% |
$24.8K - $27.6K
|
8.44K
$4.45M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-46- 0.35% |
$25.4K - $28.2K
|
13K
$6.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-46- 1.25% |
$25.4K - $28.2K
|
3.62K
$1.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-49- 1.71% |
$27K - $30K
|
2.82K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-49- 5.19% |
$27K - $30K
|
895
$471K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 2.22% |
$27.6K - $30.6K
|
2.2K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-50- 11.88% |
$27.6K - $30.6K
|
371
$195K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-52- 5.69% |
$28.7K - $31.9K
|
862
$454K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-53- 0.82% |
$29.2K - $32.5K
|
6.4K
$3.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-55- 0.81% |
$30.3K - $33.7K
|
6.73K
$3.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.7% |
$30.3K - $33.7K
|
7.83K
$4.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-55- 3.43% |
$30.3K - $33.7K
|
1.55K
$816K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 1.21% |
$30.3K - $33.7K
|
4.49K
$2.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-58- 1.81% |
$32K - $35.5K
|
3.15K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-59- 1.25% |
$32.5K - $36.2K
|
4.67K
$2.46M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-59- 6.97% |
$32.5K - $36.2K
|
787
$414K
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-60- 0.56% |
$33.1K - $36.8K
|
10.7K
$5.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-64- 1.26% |
$35.3K - $39.2K
|
5K
$2.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-70- 6.43% |
$38.6K - $42.9K
|
1.02K
$536K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-71- 3.34% |
$39.2K - $43.5K
|
2.05K
$1.08M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-71- 1.96% |
$39.2K - $43.5K
|
3.56K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-71- 14.55% |
$39.2K - $43.5K
|
417
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-76- 1.69% |
$41.9K - $46.6K
|
4.43K
$2.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-82- 0.81% |
$45.2K - $50.3K
|
9.98K
$5.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-83- 1.4% |
$45.8K - $50.9K
|
5.84K
$3.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-83- 2.01% |
$45.8K - $50.9K
|
4.05K
$2.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-85- 0.84% |
$46.9K - $52.1K
|
9.98K
$5.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-86- 3.99% |
$47.4K - $52.7K
|
2.07K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-87- 10.26% |
$48K - $53.3K
|
761
$401K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-89- 0.82% |
$49.1K - $54.6K
|
10.8K
$5.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-90- 2.35% |
$49.6K - $55.2K
|
3.74K
$1.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-92- 38.82% |
$50.7K - $56.4K
|
145
$76.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-94- 7.56% |
$51.8K - $57.6K
|
1.15K
$605K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-95- 15.86% |
$52.4K - $58.2K
|
504
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-101- 19.46% |
$55.7K - $61.9K
|
418
$220K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-101- 12.55% |
$55.7K - $61.9K
|
704
$371K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-103- 0.19% |
$56.8K - $63.1K
|
55K
$28.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-104- 4.2% |
$57.3K - $63.7K
|
2.37K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-107- 2.8% |
$59K - $65.6K
|
3.72K
$1.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-108- 5.04% |
$59.6K - $66.2K
|
2.04K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-109- 0.63% |
$60.1K - $66.8K
|
17.3K
$9.11M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-110- 4.51% |
$60.7K - $67.4K
|
2.33K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-111- 1.93% |
$61.2K - $68K
|
5.64K
$2.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-111- 1.0% |
$61.2K - $68K
|
11K
$5.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-115- 8.16% |
$63.4K - $70.5K
|
1.3K
$682K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-115- 16.43% |
$63.4K - $70.5K
|
585
$308K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-116- 24.32% |
$64K - $71.1K
|
361
$190K
|