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 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-5- 0.02% |
$2.76K - $3.06K
|
28.2K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-5- 0.01% |
$2.76K - $3.06K
|
60.3K
$37.9M
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-5- 1.61% |
$2.76K - $3.06K
|
305
$192K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 0.92% |
$3.31K - $3.68K
|
643
$404K
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-6- 0.13% |
$3.31K - $3.68K
|
4.58K
$2.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-6- 0.85% |
$3.31K - $3.68K
|
698
$438K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-6- 0.61% |
$3.31K - $3.68K
|
985
$619K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-6- 0.3% |
$3.31K - $3.68K
|
2.01K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-6- 0.21% |
$3.31K - $3.68K
|
2.92K
$1.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-6- 0.23% |
$3.31K - $3.68K
|
2.6K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-6- 3.8% |
$3.31K - $3.68K
|
152
$95.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-6- 0.54% |
$3.31K - $3.68K
|
1.1K
$690K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-6- 0.15% |
$3.31K - $3.68K
|
4.04K
$2.54M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6- 0.73% |
$3.31K - $3.68K
|
815
$512K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-6- 0.13% |
$3.31K - $3.68K
|
4.71K
$2.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-7- 0.61% |
$3.86K - $4.29K
|
1.14K
$713K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-7- 0.5% |
$3.86K - $4.29K
|
1.4K
$877K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-7- 0.67% |
$3.86K - $4.29K
|
1.03K
$649K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-7- 0.17% |
$3.86K - $4.29K
|
4.08K
$2.56M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.42% |
$3.86K - $4.29K
|
1.67K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-7- 1.46% |
$3.86K - $4.29K
|
471
$296K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-7- 6.93% |
$3.86K - $4.29K
|
94
$59K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-7- 0.25% |
$3.86K - $4.29K
|
2.78K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-7- 0.08% |
$3.86K - $4.29K
|
8.84K
$5.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-8- 0.43% |
$4.41K - $4.9K
|
1.87K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 0.52% |
$4.41K - $4.9K
|
1.53K
$958K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8- 0.42% |
$4.41K - $4.9K
|
1.9K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-8- 0.39% |
$4.41K - $4.9K
|
2.06K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-8- 0.15% |
$4.41K - $4.9K
|
5.33K
$3.35M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-8- 0.16% |
$4.41K - $4.9K
|
4.87K
$3.06M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-8- 0.04% |
$4.41K - $4.9K
|
18.7K
$11.7M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-8- 0.02% |
$4.41K - $4.9K
|
45.6K
$28.6M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-8- 0.24% |
$4.41K - $4.9K
|
3.28K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-8- 0.39% |
$4.41K - $4.9K
|
2.04K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-8- 0.31% |
$4.41K - $4.9K
|
2.6K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-8- 1.56% |
$4.41K - $4.9K
|
504
$317K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.95% |
$4.96K - $5.52K
|
942
$592K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-9- 1.81% |
$4.96K - $5.52K
|
489
$307K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-9- 4.66% |
$4.96K - $5.52K
|
184
$116K
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-9- 1.14% |
$4.96K - $5.52K
|
781
$490K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-9- 0.18% |
$4.96K - $5.52K
|
5.01K
$3.15M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-9- 1.42% |
$4.96K - $5.52K
|
626
$393K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
SELL
|
- |
-9- 1.55% |
$4.96K - $5.52K
|
573
$360K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-9- 0.93% |
$4.96K - $5.52K
|
960
$603K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 0.25% |
$5.51K - $6.13K
|
3.95K
$2.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-10- 2.49% |
$5.51K - $6.13K
|
392
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-10- 0.8% |
$5.51K - $6.13K
|
1.24K
$776K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-10- 2.03% |
$5.51K - $6.13K
|
482
$303K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.12% |
$5.51K - $6.13K
|
8.1K
$5.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10- 0.46% |
$5.51K - $6.13K
|
2.18K
$1.37M
|