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 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-124- 0.41% |
$68.4K - $76K
|
30.2K
$19M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-124- 24.36% |
$68.4K - $76K
|
385
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-125- 1.61% |
$68.9K - $76.6K
|
7.65K
$4.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-125- 1.67% |
$68.9K - $76.6K
|
7.36K
$4.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-125- 0.54% |
$68.9K - $76.6K
|
23.2K
$14.5M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-125- 3.39% |
$68.9K - $76.6K
|
3.56K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-125- 3.78% |
$68.9K - $76.6K
|
3.18K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-126- 2.71% |
$69.5K - $77.2K
|
4.52K
$2.84M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-126- 1.65% |
$69.5K - $77.2K
|
7.51K
$4.71M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-126- 0.85% |
$69.5K - $77.2K
|
14.7K
$9.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-127- 4.41% |
$70K - $77.8K
|
2.75K
$1.73M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-127- 3.72% |
$70K - $77.8K
|
3.29K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-127- 5.76% |
$70K - $77.8K
|
2.08K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-127- 12.29% |
$70K - $77.8K
|
906
$569K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-128- 6.79% |
$70.6K - $78.5K
|
1.76K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-129- 13.8% |
$71.1K - $79.1K
|
806
$506K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-130- 15.93% |
$71.7K - $79.7K
|
686
$431K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-130- 16.03% |
$71.7K - $79.7K
|
681
$428K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-130- 1.1% |
$71.7K - $79.7K
|
11.7K
$7.33M
|
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-130- 7.27% |
$71.7K - $79.7K
|
1.66K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-131- 4.74% |
$72.2K - $80.3K
|
2.63K
$1.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-131- 0.65% |
$72.2K - $80.3K
|
20.1K
$12.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-131- 11.8% |
$72.2K - $80.3K
|
979
$615K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-131- 9.29% |
$72.2K - $80.3K
|
1.28K
$803K
|
|
|
May 15, 2025
Q1 2025
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-131- 4.91% |
$72.2K - $80.3K
|
2.54K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-133- 4.95% |
$73.3K - $81.5K
|
2.55K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-133- 13.08% |
$73.3K - $81.5K
|
884
$555K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-133- 9.05% |
$73.3K - $81.5K
|
1.34K
$840K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-134- 2.55% |
$73.9K - $82.1K
|
5.11K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-134- 3.4% |
$73.9K - $82.1K
|
3.8K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-134- 0.51% |
$73.9K - $82.1K
|
26.4K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-134- 16.28% |
$73.9K - $82.1K
|
689
$433K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-136- 6.85% |
$75K - $83.4K
|
1.85K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-137- 1.11% |
$75.5K - $84K
|
12.2K
$7.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-137- 2.66% |
$75.5K - $84K
|
5.02K
$3.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-137- 15.6% |
$75.5K - $84K
|
741
$465K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-137- 7.33% |
$75.5K - $84K
|
1.73K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-137- 3.19% |
$75.5K - $84K
|
4.16K
$2.61M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-138- 1.03% |
$76.1K - $84.6K
|
13.2K
$8.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-138- 5.02% |
$76.1K - $84.6K
|
2.61K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-138- 1.49% |
$76.1K - $84.6K
|
9.11K
$5.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-139- 2.42% |
$76.6K - $85.2K
|
5.6K
$3.52M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-139- 2.95% |
$76.6K - $85.2K
|
4.58K
$2.87M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-139- 0.52% |
$76.6K - $85.2K
|
26.5K
$16.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-140- 0.04% |
$77.2K - $85.8K
|
315K
$198M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-140- 2.73% |
$77.2K - $85.8K
|
4.99K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-140- 0.13% |
$77.2K - $85.8K
|
109K
$68.3M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-140- 4.02% |
$77.2K - $85.8K
|
3.35K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-141- 0.95% |
$77.8K - $86.4K
|
14.7K
$9.21M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-141- 11.06% |
$77.8K - $86.4K
|
1.13K
$712K
|