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 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-71- 3.34% |
$39.2K - $43.5K
|
2.05K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-72- 1.71% |
$39.7K - $44.1K
|
4.13K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-72- 0.8% |
$39.7K - $44.1K
|
8.94K
$5.62M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-72- 3.01% |
$39.7K - $44.1K
|
2.32K
$1.46M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-72- 6.99% |
$39.7K - $44.1K
|
958
$602K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-73- 0.64% |
$40.3K - $44.7K
|
11.3K
$7.08M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-73- 0.47% |
$40.3K - $44.7K
|
15.5K
$9.76M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-73- 0.72% |
$40.3K - $44.7K
|
10K
$6.29M
|
|
|
May 15, 2025
Q1 2025
|
Emory University
Atlanta, GA |
SELL
|
- |
-73- 9.35% |
$40.3K - $44.7K
|
708
$445K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-74- 7.86% |
$40.8K - $45.4K
|
868
$545K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-74- 3.57% |
$40.8K - $45.4K
|
2K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-75- 10.09% |
$41.4K - $46K
|
668
$420K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-76- 1.47% |
$41.9K - $46.6K
|
5.1K
$3.2M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-76- 1.69% |
$41.9K - $46.6K
|
4.43K
$2.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-76- 2.21% |
$41.9K - $46.6K
|
3.37K
$2.11M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-76- 0.52% |
$41.9K - $46.6K
|
14.7K
$9.21M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-77- 2.34% |
$42.5K - $47.2K
|
3.21K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-78- 2.72% |
$43K - $47.8K
|
2.79K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-78- 7.19% |
$43K - $47.8K
|
1.01K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-78- 1.71% |
$43K - $47.8K
|
4.48K
$2.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-79- 7.16% |
$43.6K - $48.4K
|
1.03K
$644K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-79- 16.02% |
$43.6K - $48.4K
|
414
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-80- 4.81% |
$44.1K - $49K
|
1.58K
$995K
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
SELL
|
- |
-80- 4.91% |
$44.1K - $49K
|
1.55K
$973K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-80- 1.09% |
$44.1K - $49K
|
7.29K
$4.58M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-80- 1.47% |
$44.1K - $49K
|
5.35K
$3.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-81- 0.91% |
$44.7K - $49.6K
|
8.78K
$5.51M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-81- 1.49% |
$44.7K - $49.6K
|
5.34K
$3.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-82- 0.81% |
$45.2K - $50.3K
|
9.98K
$6.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-82- 1.87% |
$45.2K - $50.3K
|
4.3K
$2.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-83- 1.4% |
$45.8K - $50.9K
|
5.84K
$3.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-83- 2.01% |
$45.8K - $50.9K
|
4.05K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-83- 0.82% |
$45.8K - $50.9K
|
10.1K
$6.33M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-83- 15.57% |
$45.8K - $50.9K
|
450
$283K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-83- 10.91% |
$45.8K - $50.9K
|
678
$426K
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-84- 4.5% |
$46.3K - $51.5K
|
1.78K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-85- 0.84% |
$46.9K - $52.1K
|
9.98K
$6.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-85- 3.35% |
$46.9K - $52.1K
|
2.46K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-85- 1.91% |
$46.9K - $52.1K
|
4.37K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-85- 1.16% |
$46.9K - $52.1K
|
7.26K
$4.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-85- 8.27% |
$46.9K - $52.1K
|
943
$592K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-85- 2.7% |
$46.9K - $52.1K
|
3.06K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Westwood Wealth Management
|
SELL
|
- |
-85- 3.73% |
$46.9K - $52.1K
|
2.19K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-85- 11.9% |
$46.9K - $52.1K
|
629
$395K
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-86- 3.99% |
$47.4K - $52.7K
|
2.07K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-87- 10.26% |
$48K - $53.3K
|
761
$478K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-87- 2.7% |
$48K - $53.3K
|
3.14K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-87- 1.16% |
$48K - $53.3K
|
7.44K
$4.67M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-88- 5.32% |
$48.5K - $53.9K
|
1.57K
$983K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-88- 3.67% |
$48.5K - $53.9K
|
2.31K
$1.45M
|