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 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-35- 2.8% |
$19.3K - $21.5K
|
1.21K
$762K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-36- 1.22% |
$19.9K - $22.1K
|
2.92K
$1.83M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-36- 3.28% |
$19.9K - $22.1K
|
1.06K
$666K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-36- 1.68% |
$19.9K - $22.1K
|
2.11K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-36- 0.58% |
$19.9K - $22.1K
|
6.2K
$3.89M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-36- 2.9% |
$19.9K - $22.1K
|
1.21K
$757K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-37- 0.63% |
$20.4K - $22.7K
|
5.83K
$3.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-37- 2.76% |
$20.4K - $22.7K
|
1.3K
$818K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-37- 0.22% |
$20.4K - $22.7K
|
17.1K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-37- 0.64% |
$20.4K - $22.7K
|
5.75K
$3.61M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-38- 0.92% |
$21K - $23.3K
|
4.07K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-38- 4.73% |
$21K - $23.3K
|
765
$480K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-38- 8.14% |
$21K - $23.3K
|
429
$269K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-39- 6.22% |
$21.5K - $23.9K
|
588
$369K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-39- 6.21% |
$21.5K - $23.9K
|
589
$370K
|
|
|
May 14, 2025
Q1 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-39- 0.09% |
$21.5K - $23.9K
|
43.1K
$27M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-40- 7.1% |
$22.1K - $24.5K
|
523
$328K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-40- 1.11% |
$22.1K - $24.5K
|
3.55K
$2.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-40- 1.88% |
$22.1K - $24.5K
|
2.08K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-40- 0.97% |
$22.1K - $24.5K
|
4.09K
$2.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-40- 27.03% |
$22.1K - $24.5K
|
108
$67.8K
|
|
|
May 06, 2025
Q1 2025
|
Trust CO Of Tennessee
Knoxville, TN |
SELL
|
- |
-40- 1.81% |
$22.1K - $24.5K
|
2.18K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-40- 4.76% |
$22.1K - $24.5K
|
800
$502K
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-40- 3.45% |
$22.1K - $24.5K
|
1.12K
$704K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-40- 0.15% |
$22.1K - $24.5K
|
26.6K
$16.7M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-40- 3.52% |
$22.1K - $24.5K
|
1.1K
$688K
|
|
|
May 15, 2025
Q1 2025
|
Kearns & Associates LLC
|
SELL
|
- |
-40- 0.41% |
$22.1K - $24.5K
|
9.61K
$6.04M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-40- 1.05% |
$22.1K - $24.5K
|
3.76K
$2.36M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-40- 1.55% |
$22.1K - $24.5K
|
2.55K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-41- 4.95% |
$22.6K - $25.1K
|
788
$495K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-41- 0.02% |
$22.6K - $25.1K
|
191K
$120M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-41- 3.82% |
$22.6K - $25.1K
|
1.03K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-41- 5.65% |
$22.6K - $25.1K
|
685
$430K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-42- 0.19% |
$23.2K - $25.7K
|
22K
$13.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-42- 0.06% |
$23.2K - $25.7K
|
72.3K
$45.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-42- 5.65% |
$23.2K - $25.7K
|
701
$440K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-42- 1.39% |
$23.2K - $25.7K
|
2.99K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-42- 6.1% |
$23.2K - $25.7K
|
646
$406K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-42- 7.01% |
$23.2K - $25.7K
|
557
$350K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-42- 1.2% |
$23.2K - $25.7K
|
3.46K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-42- 56.76% |
$23.2K - $25.7K
|
32
$20.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-43- 3.7% |
$23.7K - $26.4K
|
1.12K
$702K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-43- 6.23% |
$23.7K - $26.4K
|
647
$406K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-43- 5.14% |
$23.7K - $26.4K
|
794
$499K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-43- 0.44% |
$23.7K - $26.4K
|
9.7K
$6.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
SELL
|
- |
-43- 7.29% |
$23.7K - $26.4K
|
547
$344K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-43- 2.62% |
$23.7K - $26.4K
|
1.6K
$1M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-44- 0.9% |
$24.3K - $27K
|
4.86K
$3.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-44- 1.94% |
$24.3K - $27K
|
2.23K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-44- 1.47% |
$24.3K - $27K
|
2.95K
$1.85M
|