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 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-1.39K- 17.37% |
$768K - $853K
|
6.62K
$4.16M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.4K- 89.32% |
$770K - $856K
|
167
$105K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.4K- 2.4% |
$771K - $857K
|
56.9K
$35.7M
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.4K- 32.55% |
$774K - $860K
|
2.91K
$1.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.41K- 0.64% |
$775K - $862K
|
218K
$137M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.41K- 12.5% |
$776K - $862K
|
9.85K
$6.19M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.42K- 7.52% |
$781K - $869K
|
17.4K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.42K- 8.99% |
$783K - $870K
|
14.4K
$9.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.42K- 3.89% |
$785K - $873K
|
35.2K
$22.1M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
SELL
|
- |
-1.43K- 52.62% |
$787K - $875K
|
1.29K
$808K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.43K- 5.58% |
$789K - $877K
|
24.2K
$15.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-1.43K- 23.07% |
$789K - $877K
|
4.77K
$3M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.43K- 4.72% |
$790K - $878K
|
28.9K
$18.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.44K- 14.34% |
$795K - $884K
|
8.61K
$5.41M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.44K- 53.83% |
$795K - $884K
|
1.24K
$777K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.45K- 5.44% |
$797K - $886K
|
25.2K
$15.8M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.46K- 10.55% |
$802K - $892K
|
12.3K
$7.75M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.46K- 8.94% |
$804K - $894K
|
14.8K
$9.33M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.46K- 0.65% |
$805K - $894K
|
222K
$139M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1.46K- 1.41% |
$805K - $895K
|
102K
$64.1M
|
|
|
May 09, 2025
Q1 2025
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.46K- 6.11% |
$807K - $897K
|
22.5K
$14.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.47K- 48.43% |
$808K - $898K
|
1.56K
$980K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.47K- 10.83% |
$808K - $898K
|
12.1K
$7.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.47K- 40.65% |
$809K - $900K
|
2.14K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.47K- 1.93% |
$810K - $900K
|
74.5K
$46.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.48K- 62.86% |
$816K - $907K
|
874
$549K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.48K- 6.18% |
$816K - $907K
|
22.4K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.49K- 62.87% |
$823K - $914K
|
881
$553K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.49K- 12.68% |
$823K - $915K
|
10.3K
$6.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-1.5K- 21.73% |
$827K - $919K
|
5.4K
$3.39M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.5K- 4.56% |
$827K - $919K
|
31.4K
$19.7M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-1.51K- 44.86% |
$830K - $922K
|
1.85K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.51K- 6.45% |
$832K - $925K
|
21.9K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.52K- 46.1% |
$838K - $932K
|
1.78K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.52K- 17.98% |
$840K - $934K
|
6.95K
$4.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.53K- 9.88% |
$846K - $940K
|
14K
$8.79M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.53K- 2.75% |
$846K - $940K
|
54.2K
$34M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1.56K- 1.61% |
$859K - $955K
|
95.3K
$59.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 26.63% |
$861K - $957K
|
4.3K
$2.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.6K- 10.14% |
$880K - $978K
|
14.1K
$8.87M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-1.6K- 2.83% |
$882K - $981K
|
54.9K
$34.5M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.6K- 25.65% |
$884K - $983K
|
4.65K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.61K- 2.36% |
$886K - $985K
|
66.4K
$41.7M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-1.61K- 93.11% |
$886K - $985K
|
119
$74.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.61K- 14.77% |
$889K - $989K
|
9.31K
$5.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.61K- 2.65% |
$889K - $989K
|
59.1K
$37.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.63K- 4.93% |
$899K - $999K
|
31.4K
$19.7M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-1.64K- 32.0% |
$902K - $1M
|
3.48K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.64K- 1.68% |
$905K - $1.01M
|
95.9K
$60.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.64K- 4.44% |
$905K - $1.01M
|
35.3K
$22.2M
|