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 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.3K- 29.23% |
$2.92M - $3.25M
|
12.8K
$8.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.48K- 15.4% |
$3.02M - $3.36M
|
30.1K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.49K- 4.54% |
$3.03M - $3.36M
|
115K
$72.5M
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-5.5K- 76.9% |
$3.03M - $3.37M
|
1.65K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Medici Capital LLC
Newport Beach, CA |
SELL
|
- |
-5.51K- 7.4% |
$3.04M - $3.38M
|
68.9K
$43.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-5.6K- 52.83% |
$3.09M - $3.43M
|
5K
$3.14M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.61K- 18.29% |
$3.09M - $3.44M
|
25K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-5.65K- 0.88% |
$3.11M - $3.46M
|
639K
$401M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-5.65K- 35.14% |
$3.12M - $3.46M
|
10.4K
$6.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-5.68K- 6.07% |
$3.13M - $3.48M
|
87.8K
$55.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-5.69K- 91.72% |
$3.14M - $3.49M
|
513
$322K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-5.74K- 43.16% |
$3.17M - $3.52M
|
7.56K
$4.75M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-5.81K- 7.39% |
$3.21M - $3.56M
|
72.9K
$45.8M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-5.92K- 68.71% |
$3.27M - $3.63M
|
2.7K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.95K- 40.33% |
$3.28M - $3.65M
|
8.81K
$5.53M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5.96K- 8.98% |
$3.28M - $3.65M
|
60.4K
$37.9M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-5.96K- 0.6% |
$3.28M - $3.65M
|
992K
$623M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.96K- 29.1% |
$3.29M - $3.65M
|
14.5K
$9.12M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-5.96K- 1.6% |
$3.29M - $3.65M
|
366K
$230M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.02K- 3.84% |
$3.32M - $3.69M
|
151K
$94.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.05K- 39.4% |
$3.34M - $3.71M
|
9.3K
$5.84M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-6.14K- 88.52% |
$3.38M - $3.76M
|
796
$500K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.16K- 57.92% |
$3.4M - $3.78M
|
4.48K
$2.81M
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-6.21K- 9.66% |
$3.42M - $3.8M
|
58K
$36.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.23K- 6.05% |
$3.43M - $3.82M
|
96.6K
$60.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.32K- 19.3% |
$3.48M - $3.87M
|
26.4K
$16.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-6.34K- 79.77% |
$3.5M - $3.89M
|
1.61K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-6.35K- 17.84% |
$3.5M - $3.89M
|
29.3K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.39K- 21.77% |
$3.52M - $3.92M
|
23K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
SELL
|
- |
-6.41K- 0.67% |
$3.53M - $3.93M
|
946K
$594M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-6.41K- 20.75% |
$3.54M - $3.93M
|
24.5K
$15.4M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6.43K- 10.63% |
$3.55M - $3.94M
|
54.1K
$34M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-6.46K- 12.58% |
$3.56M - $3.96M
|
44.9K
$28.2M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-6.56K- 2.01% |
$3.62M - $4.02M
|
320K
$201M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.56K- 7.09% |
$3.62M - $4.02M
|
85.9K
$54M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.61K- 41.64% |
$3.64M - $4.05M
|
9.26K
$5.81M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.64K- 2.33% |
$3.66M - $4.07M
|
278K
$175M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6.71K- 87.18% |
$3.7M - $4.11M
|
986
$619K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-6.72K- 71.69% |
$3.7M - $4.12M
|
2.65K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.73K- 6.57% |
$3.71M - $4.13M
|
95.7K
$60.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-6.74K- 14.93% |
$3.72M - $4.13M
|
38.4K
$24.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-6.76K- 21.58% |
$3.73M - $4.14M
|
24.6K
$15.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-6.76K- 0.64% |
$3.73M - $4.14M
|
1.05M
$657M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-6.77K- 21.99% |
$3.73M - $4.15M
|
24K
$15.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-6.83K- 61.82% |
$3.76M - $4.18M
|
4.22K
$2.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-6.84K- 11.45% |
$3.77M - $4.19M
|
52.9K
$33.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-6.88K- 17.51% |
$3.79M - $4.21M
|
32.4K
$20.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-6.96K- 9.5% |
$3.84M - $4.27M
|
66.3K
$41.6M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6.97K- 12.47% |
$3.84M - $4.27M
|
48.9K
$30.7M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.97K- 20.45% |
$3.84M - $4.27M
|
27.1K
$17M
|