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 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-10K- 68.06% |
$5.54M - $6.16M
|
4.71K
$2.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10.3K- 28.08% |
$5.69M - $6.33M
|
26.4K
$16.6M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-10.3K- 23.7% |
$5.7M - $6.34M
|
33.3K
$20.9M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-10.4K- 2.4% |
$5.74M - $6.38M
|
423K
$266M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10.5K- 3.8% |
$5.78M - $6.42M
|
265K
$167M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.7K- 7.02% |
$5.88M - $6.54M
|
141K
$88.7M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-10.8K- 33.88% |
$5.96M - $6.62M
|
21.1K
$13.2M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-10.9K- 15.7% |
$5.98M - $6.65M
|
58.3K
$36.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-10.9K- 6.13% |
$6.01M - $6.68M
|
167K
$105M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.9K- 66.19% |
$6.02M - $6.69M
|
5.57K
$3.5M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-11K- 43.6% |
$6.08M - $6.76M
|
14.3K
$8.96M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-11.2K- 99.82% |
$6.16M - $6.85M
|
20
$12.6K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-11.3K- 12.16% |
$6.24M - $6.93M
|
81.7K
$51.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-11.3K- 47.42% |
$6.25M - $6.95M
|
12.6K
$7.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.4K- 6.81% |
$6.26M - $6.96M
|
155K
$97.6M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-11.4K- 16.25% |
$6.27M - $6.97M
|
58.6K
$36.8M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-11.4K- 45.48% |
$6.27M - $6.97M
|
13.6K
$8.56M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-11.4K- 60.6% |
$6.31M - $7.01M
|
7.44K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-11.5K- 8.12% |
$6.32M - $7.03M
|
130K
$81.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.6K- 3.18% |
$6.41M - $7.12M
|
354K
$223M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11.7K- 3.28% |
$6.46M - $7.18M
|
345K
$217M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-11.8K- 96.61% |
$6.48M - $7.21M
|
413
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-11.8K- 0.99% |
$6.51M - $7.24M
|
1.18M
$741M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-11.9K- 87.12% |
$6.55M - $7.28M
|
1.76K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-11.9K- 30.48% |
$6.57M - $7.31M
|
27.2K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-12.1K- 10.89% |
$6.65M - $7.4M
|
98.7K
$62M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-12.2K- 21.7% |
$6.75M - $7.51M
|
44.2K
$27.8M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12.6K- 67.74% |
$6.95M - $7.73M
|
6K
$3.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.6K- 9.93% |
$6.95M - $7.73M
|
114K
$71.8M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-12.7K- 34.51% |
$6.99M - $7.77M
|
24.1K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-12.8K- 43.12% |
$7.05M - $7.84M
|
16.9K
$10.6M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-12.9K- 6.29% |
$7.11M - $7.9M
|
192K
$121M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-13.1K- 50.1% |
$7.21M - $8.01M
|
13K
$8.18M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-13.2K- 29.48% |
$7.27M - $8.08M
|
31.6K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-13.2K- 42.83% |
$7.3M - $8.11M
|
17.7K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-13.5K- 95.75% |
$7.44M - $8.27M
|
598
$376K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-13.6K- 34.15% |
$7.47M - $8.31M
|
26.1K
$16.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-13.7K- 93.37% |
$7.56M - $8.4M
|
973
$611K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-13.8K- 69.46% |
$7.6M - $8.44M
|
6.06K
$3.8M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-13.8K- 13.83% |
$7.63M - $8.48M
|
86.2K
$54.1M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-13.9K- 92.75% |
$7.65M - $8.5M
|
1.08K
$681K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.9KClosed |
$7.66M - $8.51M
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.9K- 8.75% |
$7.68M - $8.54M
|
145K
$91.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-14K- 64.33% |
$7.72M - $8.58M
|
7.76K
$4.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-14K- 25.44% |
$7.73M - $8.6M
|
41.1K
$25.8M
|
|
|
May 14, 2025
Q1 2025
|
Yost Capital Management, LP
Fort Worth, TX |
SELL
|
- |
-14.1K- 72.68% |
$7.78M - $8.64M
|
5.3K
$3.33M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-14.2K- 8.75% |
$7.85M - $8.73M
|
148K
$93.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-14.3K- 92.14% |
$7.88M - $8.76M
|
1.22K
$766K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-14.4K- 44.78% |
$7.93M - $8.82M
|
17.7K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.5K- 14.25% |
$8M - $8.89M
|
87.2K
$54.8M
|