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 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-17- 1.99% |
$9.37K - $10.4K
|
836
$525K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-17- 1.94% |
$9.37K - $10.4K
|
858
$539K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-17- 7.46% |
$9.37K - $10.4K
|
211
$133K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-17- 1.2% |
$9.37K - $10.4K
|
1.4K
$877K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-17- 0.66% |
$9.37K - $10.4K
|
2.55K
$1.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-18- 1.32% |
$9.93K - $11K
|
1.35K
$848K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-18- 0.6% |
$9.93K - $11K
|
2.98K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-18- 0.18% |
$9.93K - $11K
|
9.98K
$6.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-18- 3.7% |
$9.93K - $11K
|
468
$294K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-18- 0.85% |
$9.93K - $11K
|
2.11K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-18- 56.25% |
$9.93K - $11K
|
14
$8.79K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-18- 0.27% |
$9.93K - $11K
|
6.57K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-18- 0.11% |
$9.93K - $11K
|
15.8K
$9.91M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-19- 2.87% |
$10.5K - $11.6K
|
642
$403K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-19- 0.62% |
$10.5K - $11.6K
|
3.06K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-19- 2.35% |
$10.5K - $11.6K
|
789
$496K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 0.14% |
$11K - $12.3K
|
14.5K
$9.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-20- 0.07% |
$11K - $12.3K
|
30.4K
$19.1M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-20- 2.16% |
$11K - $12.3K
|
905
$568K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-20- 0.09% |
$11K - $12.3K
|
22.2K
$13.9M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-20- 0.11% |
$11K - $12.3K
|
19K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-20- 1.46% |
$11K - $12.3K
|
1.35K
$845K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-20- 0.38% |
$11K - $12.3K
|
5.23K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20- 0.05% |
$11K - $12.3K
|
36.9K
$23.2M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-20- 5.41% |
$11K - $12.3K
|
350
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-21- 1.07% |
$11.6K - $12.9K
|
1.95K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-21- 2.9% |
$11.6K - $12.9K
|
702
$441K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-21- 0.88% |
$11.6K - $12.9K
|
2.37K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-21- 1.27% |
$11.6K - $12.9K
|
1.63K
$1.02M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-21- 2.73% |
$11.6K - $12.9K
|
748
$470K
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-21- 0.5% |
$11.6K - $12.9K
|
4.19K
$2.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-22- 1.0% |
$12.1K - $13.5K
|
2.18K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-22- 0.13% |
$12.1K - $13.5K
|
17.2K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-22- 0.28% |
$12.1K - $13.5K
|
7.75K
$4.87M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-22- 0.74% |
$12.1K - $13.5K
|
2.97K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-22- 0.31% |
$12.1K - $13.5K
|
7.09K
$4.46M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-22- 5.42% |
$12.1K - $13.5K
|
384
$241K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-22- 2.66% |
$12.1K - $13.5K
|
805
$506K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-22- 3.88% |
$12.1K - $13.5K
|
545
$342K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-23- 0.37% |
$12.7K - $14.1K
|
6.15K
$3.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-23- 0.19% |
$12.7K - $14.1K
|
11.8K
$7.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-23- 2.14% |
$12.7K - $14.1K
|
1.05K
$659K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-23- 0.23% |
$12.7K - $14.1K
|
10.1K
$6.34M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-23- 0.15% |
$12.7K - $14.1K
|
15K
$9.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-24- 1.38% |
$13.2K - $14.7K
|
1.71K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-24- 4.2% |
$13.2K - $14.7K
|
548
$344K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-24- 5.59% |
$13.2K - $14.7K
|
405
$254K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-24- 0.9% |
$13.2K - $14.7K
|
2.64K
$1.66M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-25- 2.4% |
$13.8K - $15.3K
|
1.02K
$637K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25- 3.55% |
$13.8K - $15.3K
|
680
$427K
|