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
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-88- 3.67% |
$48.5K - $53.9K
|
2.31K
$1.45M
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-89- 0.82% |
$49.1K - $54.6K
|
10.8K
$6.76M
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-89- 6.44% |
$49.1K - $54.6K
|
1.29K
$811K
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-89- 0.37% |
$49.1K - $54.6K
|
24.1K
$15.2M
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-89- 1.87% |
$49.1K - $54.6K
|
4.68K
$2.94M
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-89- 5.11% |
$49.1K - $54.6K
|
1.65K
$1.04M
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-90- 2.35% |
$49.6K - $55.2K
|
3.74K
$2.35M
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-90- 1.05% |
$49.6K - $55.2K
|
8.47K
$5.32M
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-90- 0.55% |
$49.6K - $55.2K
|
16.3K
$10.2M
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-90- 3.09% |
$49.6K - $55.2K
|
2.82K
$1.77M
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-91- 1.09% |
$50.2K - $55.8K
|
8.23K
$5.17M
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-91- 1.32% |
$50.2K - $55.8K
|
6.82K
$4.28M
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-92- 38.82% |
$50.7K - $56.4K
|
145
$91.1K
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-92- 0.7% |
$50.7K - $56.4K
|
13K
$8.18M
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-92- 5.1% |
$50.7K - $56.4K
|
1.71K
$1.08M
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-93- 0.68% |
$51.3K - $57K
|
13.5K
$8.47M
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-93- 1.1% |
$51.3K - $57K
|
8.39K
$5.27M
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-94- 7.56% |
$51.8K - $57.6K
|
1.15K
$722K
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-94- 4.73% |
$51.8K - $57.6K
|
1.9K
$1.19M
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-95- 15.86% |
$52.4K - $58.2K
|
504
$317K
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-95- 2.69% |
$52.4K - $58.2K
|
3.43K
$2.16M
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-95- 5.14% |
$52.4K - $58.2K
|
1.76K
$1.1M
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-95- 28.79% |
$52.4K - $58.2K
|
235
$148K
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-96- 0.43% |
$52.9K - $58.8K
|
22.4K
$14M
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-97- 4.95% |
$53.5K - $59.5K
|
1.86K
$1.17M
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-97- 5.32% |
$53.5K - $59.5K
|
1.73K
$1.08M
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-98- 0.53% |
$54K - $60.1K
|
18.5K
$11.6M
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-98- 7.01% |
$54K - $60.1K
|
1.3K
$816K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-99- 1.35% |
$54.6K - $60.7K
|
7.23K
$4.54M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-99- 6.34% |
$54.6K - $60.7K
|
1.46K
$918K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-99- 0.09% |
$54.6K - $60.7K
|
107K
$67.3M
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-100- 0.72% |
$55.1K - $61.3K
|
13.8K
$8.67M
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-100- 7.41% |
$55.1K - $61.3K
|
1.25K
$785K
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-100- 0.54% |
$55.1K - $61.3K
|
18.3K
$11.5M
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-100- 6.41% |
$55.1K - $61.3K
|
1.46K
$918K
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-101- 12.55% |
$55.7K - $61.9K
|
704
$442K
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-101- 19.46% |
$55.7K - $61.9K
|
418
$263K
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-101- 4.06% |
$55.7K - $61.9K
|
2.38K
$1.5M
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-101- 14.64% |
$55.7K - $61.9K
|
589
$370K
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-102- 17.26% |
$56.2K - $62.5K
|
489
$307K
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-103- 0.19% |
$56.8K - $63.1K
|
55K
$34.5M
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-103- 9.04% |
$56.8K - $63.1K
|
1.04K
$651K
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-103- 7.71% |
$56.8K - $63.1K
|
1.23K
$774K
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-103- 1.63% |
$56.8K - $63.1K
|
6.21K
$3.9M
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-103- 3.35% |
$56.8K - $63.1K
|
2.97K
$1.87M
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-104- 4.2% |
$57.3K - $63.7K
|
2.37K
$1.49M
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-104- 7.95% |
$57.3K - $63.7K
|
1.2K
$756K
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-104- 6.35% |
$57.3K - $63.7K
|
1.53K
$963K
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-105- 2.08% |
$57.9K - $64.4K
|
4.95K
$3.11M
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-105- 1.49% |
$57.9K - $64.4K
|
6.95K
$4.36M
|