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 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-45- 0.71% |
$24.8K - $27.6K
|
6.26K
$3.93M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-45- 3.63% |
$24.8K - $27.6K
|
1.2K
$751K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-46- 0.35% |
$25.4K - $28.2K
|
13K
$8.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-46- 1.25% |
$25.4K - $28.2K
|
3.62K
$2.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-46- 3.7% |
$25.4K - $28.2K
|
1.2K
$751K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-46- 0.25% |
$25.4K - $28.2K
|
18.6K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-46- 4.65% |
$25.4K - $28.2K
|
944
$593K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-46- 6.09% |
$25.4K - $28.2K
|
709
$445K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-46- 1.76% |
$25.4K - $28.2K
|
2.57K
$1.61M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-46- 2.83% |
$25.4K - $28.2K
|
1.58K
$994K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-47- 2.28% |
$25.9K - $28.8K
|
2.01K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-48- 27.59% |
$26.5K - $29.4K
|
126
$79.1K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-48- 1.23% |
$26.5K - $29.4K
|
3.85K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-48- 0.77% |
$26.5K - $29.4K
|
6.22K
$3.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-49- 1.71% |
$27K - $30K
|
2.82K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-49- 5.19% |
$27K - $30K
|
895
$562K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-49- 7.45% |
$27K - $30K
|
609
$382K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-49- 1.51% |
$27K - $30K
|
3.2K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-49- 0.22% |
$27K - $30K
|
22.4K
$14.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-50- 11.88% |
$27.6K - $30.6K
|
371
$233K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 2.22% |
$27.6K - $30.6K
|
2.2K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-50- 9.36% |
$27.6K - $30.6K
|
484
$304K
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-50- 1.83% |
$27.6K - $30.6K
|
2.68K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-50- 0.84% |
$27.6K - $30.6K
|
5.89K
$3.7M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-50- 2.21% |
$27.6K - $30.6K
|
2.21K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-50- 1.05% |
$27.6K - $30.6K
|
4.7K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-50- 1.73% |
$27.6K - $30.6K
|
2.84K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-50- 5.15% |
$27.6K - $30.6K
|
920
$578K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-50- 8.77% |
$27.6K - $30.6K
|
520
$327K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-51- 0.02% |
$28.1K - $31.3K
|
324K
$203M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-51- 0.24% |
$28.1K - $31.3K
|
21.1K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-51- 4.52% |
$28.1K - $31.3K
|
1.08K
$676K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-52- 5.69% |
$28.7K - $31.9K
|
862
$541K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-52- 27.37% |
$28.7K - $31.9K
|
138
$86.7K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-52- 0.48% |
$28.7K - $31.9K
|
10.7K
$6.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-53- 0.82% |
$29.2K - $32.5K
|
6.4K
$4.02M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-53- 0.39% |
$29.2K - $32.5K
|
13.7K
$8.58M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-53- 3.66% |
$29.2K - $32.5K
|
1.39K
$875K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-53- 0.18% |
$29.2K - $32.5K
|
29.1K
$18.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-54- 0.55% |
$29.8K - $33.1K
|
9.84K
$6.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-54- 0.35% |
$29.8K - $33.1K
|
15.4K
$9.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-54- 2.71% |
$29.8K - $33.1K
|
1.94K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-54- 4.72% |
$29.8K - $33.1K
|
1.09K
$685K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-54- 3.36% |
$29.8K - $33.1K
|
1.55K
$975K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-54- 3.22% |
$29.8K - $33.1K
|
1.62K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-54- 0.93% |
$29.8K - $33.1K
|
5.74K
$3.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.7% |
$30.3K - $33.7K
|
7.83K
$4.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-55- 0.81% |
$30.3K - $33.7K
|
6.73K
$4.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-55- 3.43% |
$30.3K - $33.7K
|
1.55K
$973K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 1.21% |
$30.3K - $33.7K
|
4.49K
$2.82M
|