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
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 1.21% |
$30.3K - $33.7K
|
4.49K
$2.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-56- 5.94% |
$30.9K - $34.3K
|
887
$557K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-56- 6.93% |
$30.9K - $34.3K
|
752
$472K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-56- 0.41% |
$30.9K - $34.3K
|
13.5K
$8.49M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-56- 1.51% |
$30.9K - $34.3K
|
3.65K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-57- 2.9% |
$31.4K - $34.9K
|
1.91K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-58- 1.81% |
$32K - $35.5K
|
3.15K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-58- 8.57% |
$32K - $35.5K
|
619
$389K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-58- 2.62% |
$32K - $35.5K
|
2.16K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-58- 0.99% |
$32K - $35.5K
|
5.81K
$3.65M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-58- 13.49% |
$32K - $35.5K
|
372
$234K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-58- 0.52% |
$32K - $35.5K
|
11.1K
$6.98M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-58- 2.07% |
$32K - $35.5K
|
2.75K
$1.72M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-59- 6.97% |
$32.5K - $36.2K
|
787
$494K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-59- 1.25% |
$32.5K - $36.2K
|
4.67K
$2.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-59- 6.35% |
$32.5K - $36.2K
|
870
$546K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-59- 6.68% |
$32.5K - $36.2K
|
824
$518K
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-60- 0.56% |
$33.1K - $36.8K
|
10.7K
$6.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.72% |
$33.1K - $36.8K
|
8.31K
$5.22M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-60- 1.92% |
$33.1K - $36.8K
|
3.06K
$1.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-60- 2.17% |
$33.1K - $36.8K
|
2.7K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-60- 3.81% |
$33.1K - $36.8K
|
1.51K
$950K
|
|
|
May 09, 2025
Q1 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-60- 1.82% |
$33.1K - $36.8K
|
3.24K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-60- 2.19% |
$33.1K - $36.8K
|
2.69K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-61- 2.89% |
$33.6K - $37.4K
|
2.05K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-61- 1.58% |
$33.6K - $37.4K
|
3.8K
$2.39M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-61- 0.33% |
$33.6K - $37.4K
|
18.4K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-61- 1.79% |
$33.6K - $37.4K
|
3.35K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-62- 35.03% |
$34.2K - $38K
|
115
$72.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-62- 9.69% |
$34.2K - $38K
|
578
$363K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-62- 4.13% |
$34.2K - $38K
|
1.44K
$905K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-62- 3.88% |
$34.2K - $38K
|
1.54K
$965K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-62- 3.85% |
$34.2K - $38K
|
1.55K
$972K
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-62- 1.72% |
$34.2K - $38K
|
3.55K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-62- 12.2% |
$34.2K - $38K
|
446
$280K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-64- 1.26% |
$35.3K - $39.2K
|
5K
$3.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-64- 1.41% |
$35.3K - $39.2K
|
4.49K
$2.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-65- 3.84% |
$35.8K - $39.8K
|
1.63K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-65- 0.2% |
$35.8K - $39.8K
|
32.7K
$20.5M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-65- 12.33% |
$35.8K - $39.8K
|
462
$290K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-66- 1.27% |
$36.4K - $40.5K
|
5.13K
$3.22M
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-66- 10.86% |
$36.4K - $40.5K
|
542
$340K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-67- 2.46% |
$36.9K - $41.1K
|
2.66K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-68- 2.95% |
$37.5K - $41.7K
|
2.23K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-69- 0.63% |
$38K - $42.3K
|
11K
$6.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-70- 6.43% |
$38.6K - $42.9K
|
1.02K
$639K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-70- 3.55% |
$38.6K - $42.9K
|
1.9K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-70- 3.95% |
$38.6K - $42.9K
|
1.7K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-70- 8.05% |
$38.6K - $42.9K
|
800
$502K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-71- 1.96% |
$39.2K - $43.5K
|
3.56K
$2.23M
|