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 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-655- 19.61% |
$361K - $401K
|
2.69K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-656- 8.36% |
$362K - $402K
|
7.19K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-659- 44.38% |
$363K - $404K
|
826
$519K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-660- 2.09% |
$364K - $405K
|
30.9K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-661- 20.64% |
$364K - $405K
|
2.54K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-666- 1.64% |
$367K - $408K
|
39.9K
$25M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-669- 13.53% |
$369K - $410K
|
4.28K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-669- 12.29% |
$369K - $410K
|
4.78K
$3M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-675- 5.35% |
$372K - $414K
|
11.9K
$7.5M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-675- 10.0% |
$372K - $414K
|
6.08K
$3.82M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-679- 6.9% |
$374K - $416K
|
9.16K
$5.75M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-680- 3.73% |
$375K - $417K
|
17.6K
$11M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-680- 9.01% |
$375K - $417K
|
6.87K
$4.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-684- 6.45% |
$377K - $419K
|
9.93K
$6.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-684- 0.96% |
$377K - $419K
|
70.4K
$44.2M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-685- 0.37% |
$378K - $420K
|
184K
$116M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-687- 0.34% |
$379K - $421K
|
203K
$128M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-695- 15.9% |
$383K - $426K
|
3.68K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-701- 0.35% |
$387K - $430K
|
202K
$127M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-701- 5.45% |
$387K - $430K
|
12.2K
$7.64M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-709- 11.15% |
$391K - $435K
|
5.65K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-716- 7.28% |
$395K - $439K
|
9.12K
$5.73M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-719- 1.24% |
$396K - $441K
|
57.1K
$35.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-721- 13.56% |
$398K - $442K
|
4.6K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-721- 19.14% |
$398K - $442K
|
3.05K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-721- 1.68% |
$398K - $442K
|
42.3K
$26.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-727- 1.54% |
$401K - $446K
|
46.6K
$29.3M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-729- 0.82% |
$402K - $447K
|
88.1K
$55.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-732- 8.92% |
$404K - $449K
|
7.47K
$4.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-733- 34.51% |
$404K - $449K
|
1.39K
$874K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-733- 2.35% |
$404K - $449K
|
30.5K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Goldstream Capital Management LTD
|
SELL
|
- |
-733- 44.83% |
$404K - $449K
|
902
$566K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-735- 35.94% |
$405K - $451K
|
1.31K
$823K
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-737- 0.23% |
$406K - $452K
|
317K
$199M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-742- 13.97% |
$409K - $455K
|
4.57K
$2.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-747- 5.96% |
$412K - $458K
|
11.8K
$7.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-748- 8.13% |
$412K - $458K
|
8.45K
$5.31M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-749- 23.1% |
$413K - $459K
|
2.49K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-752- 6.05% |
$415K - $461K
|
11.7K
$7.34M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-755- 20.49% |
$416K - $463K
|
2.93K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-757- 8.51% |
$417K - $464K
|
8.13K
$5.11M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-762- 36.81% |
$420K - $467K
|
1.31K
$821K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-762- 42.71% |
$420K - $467K
|
1.02K
$642K
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-765- 1.17% |
$422K - $469K
|
64.8K
$40.7M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-768- 29.01% |
$423K - $471K
|
1.88K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-769- 3.91% |
$424K - $471K
|
18.9K
$11.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-777- 5.14% |
$428K - $476K
|
14.3K
$9M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-778- 22.51% |
$429K - $477K
|
2.68K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-778- 0.51% |
$429K - $477K
|
151K
$94.9M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-778- 44.46% |
$429K - $477K
|
972
$610K
|