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 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-10- 7.58% |
$5.51K - $6.13K
|
122
$76.6K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-10- 0.43% |
$5.51K - $6.13K
|
2.34K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-10- 0.68% |
$5.51K - $6.13K
|
1.46K
$919K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-10- 0.02% |
$5.51K - $6.13K
|
43.9K
$27.6M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-10- 0.14% |
$5.51K - $6.13K
|
7.14K
$4.48M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10- 0.88% |
$5.51K - $6.13K
|
1.13K
$707K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-10- 0.83% |
$5.51K - $6.13K
|
1.2K
$755K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-11- 0.78% |
$6.07K - $6.74K
|
1.4K
$877K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.74% |
$6.07K - $6.74K
|
1.48K
$931K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-11- 1.06% |
$6.07K - $6.74K
|
1.02K
$643K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-11- 0.02% |
$6.07K - $6.74K
|
60.5K
$38M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-11- 1.95% |
$6.07K - $6.74K
|
554
$348K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-11- 0.07% |
$6.07K - $6.74K
|
14.9K
$9.33M
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-11- 0.31% |
$6.07K - $6.74K
|
3.58K
$2.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12- 5.13% |
$6.62K - $7.36K
|
222
$139K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-12- 0.27% |
$6.62K - $7.36K
|
4.44K
$2.79M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-12- 0.29% |
$6.62K - $7.36K
|
4.12K
$2.59M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-12- 0.36% |
$6.62K - $7.36K
|
3.31K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-12- 0.1% |
$6.62K - $7.36K
|
11.6K
$7.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13- 0.11% |
$7.17K - $7.97K
|
12.3K
$7.73M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-13- 3.1% |
$7.17K - $7.97K
|
406
$255K
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
- |
-13- 1.33% |
$7.17K - $7.97K
|
965
$606K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-13- 2.84% |
$7.17K - $7.97K
|
445
$279K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-13- 0.36% |
$7.17K - $7.97K
|
3.58K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-13- 0.79% |
$7.17K - $7.97K
|
1.64K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-13- 2.87% |
$7.17K - $7.97K
|
440
$276K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-13- 0.93% |
$7.17K - $7.97K
|
1.39K
$872K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-14- 0.36% |
$7.72K - $8.58K
|
3.83K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-14- 87.5% |
$7.72K - $8.58K
|
2
$1.26K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-14- 0.95% |
$7.72K - $8.58K
|
1.45K
$912K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-14- 0.32% |
$7.72K - $8.58K
|
4.41K
$2.77M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-14- 0.17% |
$7.72K - $8.58K
|
8.09K
$5.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-15- 0.94% |
$8.27K - $9.19K
|
1.58K
$994K
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-15- 0.17% |
$8.27K - $9.19K
|
8.75K
$5.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-15- 0.82% |
$8.27K - $9.19K
|
1.82K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-15- 1.02% |
$8.27K - $9.19K
|
1.46K
$915K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-15- 3.56% |
$8.27K - $9.19K
|
406
$255K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-15- 0.37% |
$8.27K - $9.19K
|
3.99K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-15- 0.33% |
$8.27K - $9.19K
|
4.48K
$2.81M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-15- 2.71% |
$8.27K - $9.19K
|
539
$339K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.34% |
$8.27K - $9.19K
|
4.45K
$2.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-16- 0.07% |
$8.82K - $9.81K
|
24.4K
$15.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-16- 1.53% |
$8.82K - $9.81K
|
1.03K
$646K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-16- 0.19% |
$8.82K - $9.81K
|
8.59K
$5.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-16- 0.61% |
$8.82K - $9.81K
|
2.61K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-16- 0.34% |
$8.82K - $9.81K
|
4.69K
$2.95M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-16- 0.61% |
$8.82K - $9.81K
|
2.62K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-16- 1.61% |
$8.82K - $9.81K
|
978
$614K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-16- 0.31% |
$8.82K - $9.81K
|
5.14K
$3.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-17- 1.99% |
$9.37K - $10.4K
|
836
$525K
|