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 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-25- 1.84% |
$13.8K - $15.3K
|
1.33K
$837K
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-25- 0.34% |
$13.8K - $15.3K
|
7.4K
$4.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-25- 0.66% |
$13.8K - $15.3K
|
3.77K
$2.37M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-25- 0.69% |
$13.8K - $15.3K
|
3.61K
$2.27M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-25- 0.34% |
$13.8K - $15.3K
|
7.33K
$4.6M
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-25- 1.5% |
$13.8K - $15.3K
|
1.64K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-26- 3.88% |
$14.3K - $15.9K
|
644
$404K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-26- 0.33% |
$14.3K - $15.9K
|
7.88K
$4.95M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-26- 0.93% |
$14.3K - $15.9K
|
2.76K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-26- 8.55% |
$14.3K - $15.9K
|
278
$175K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-27- 1.59% |
$14.9K - $16.5K
|
1.68K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-27- 3.73% |
$14.9K - $16.5K
|
696
$437K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-27- 5.11% |
$14.9K - $16.5K
|
501
$315K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-27- 0.69% |
$14.9K - $16.5K
|
3.86K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-27- 0.67% |
$14.9K - $16.5K
|
4.01K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-27- 3.85% |
$14.9K - $16.5K
|
674
$423K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-27- 0.71% |
$14.9K - $16.5K
|
3.79K
$2.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-28- 0.55% |
$15.4K - $17.2K
|
5.09K
$3.19M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-28- 0.79% |
$15.4K - $17.2K
|
3.53K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-28- 0.01% |
$15.4K - $17.2K
|
196K
$123M
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-28- 0.33% |
$15.4K - $17.2K
|
8.33K
$5.23M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-28- 3.66% |
$15.4K - $17.2K
|
738
$463K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-29- 0.05% |
$16K - $17.8K
|
63.5K
$39.9M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-29- 2.14% |
$16K - $17.8K
|
1.33K
$833K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-30- 0.02% |
$16.5K - $18.4K
|
143K
$90M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-30- 0.45% |
$16.5K - $18.4K
|
6.61K
$4.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-30- 1.2% |
$16.5K - $18.4K
|
2.47K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-30- 1.11% |
$16.5K - $18.4K
|
2.66K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-31- 0.48% |
$17.1K - $19K
|
6.47K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-31- 0.4% |
$17.1K - $19K
|
7.73K
$4.86M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-31- 1.09% |
$17.1K - $19K
|
2.81K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-32- 1.52% |
$17.6K - $19.6K
|
2.07K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-32- 6.61% |
$17.6K - $19.6K
|
452
$284K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-32- 2.0% |
$17.6K - $19.6K
|
1.57K
$987K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-32- 0.86% |
$17.6K - $19.6K
|
3.71K
$2.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-33- 0.53% |
$18.2K - $20.2K
|
6.17K
$3.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-33- 0.11% |
$18.2K - $20.2K
|
29.4K
$18.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-33- 0.84% |
$18.2K - $20.2K
|
3.92K
$2.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-34- 2.85% |
$18.7K - $20.8K
|
1.16K
$729K
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-34- 8.54% |
$18.7K - $20.8K
|
364
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-34- 0.29% |
$18.7K - $20.8K
|
11.9K
$7.46M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-34- 4.24% |
$18.7K - $20.8K
|
768
$482K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-34- 5.64% |
$18.7K - $20.8K
|
569
$357K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-34- 1.15% |
$18.7K - $20.8K
|
2.92K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-34- 4.96% |
$18.7K - $20.8K
|
651
$409K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-35- 2.17% |
$19.3K - $21.5K
|
1.58K
$990K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-35- 1.01% |
$19.3K - $21.5K
|
3.42K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-35- 2.34% |
$19.3K - $21.5K
|
1.46K
$917K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-35- 0.63% |
$19.3K - $21.5K
|
5.5K
$3.45M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-35- 2.8% |
$19.3K - $21.5K
|
1.21K
$762K
|