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 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-107- 5.8% |
$59K - $65.6K
|
1.74K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-107- 0.74% |
$59K - $65.6K
|
14.3K
$8.94M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-107- 6.22% |
$59K - $65.6K
|
1.61K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-108- 5.04% |
$59.6K - $66.2K
|
2.04K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-109- 0.63% |
$60.1K - $66.8K
|
17.3K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-109- 2.64% |
$60.1K - $66.8K
|
4.03K
$2.52M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-110- 4.51% |
$60.7K - $67.4K
|
2.33K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-110- 8.16% |
$60.7K - $67.4K
|
1.24K
$774K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-110- 1.97% |
$60.7K - $67.4K
|
5.46K
$3.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-111- 1.0% |
$61.2K - $68K
|
11K
$6.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-111- 1.93% |
$61.2K - $68K
|
5.64K
$3.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-111- 7.83% |
$61.2K - $68K
|
1.31K
$817K
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-111- 3.37% |
$61.2K - $68K
|
3.18K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-111- 4.31% |
$61.2K - $68K
|
2.47K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-112- 3.75% |
$61.8K - $68.6K
|
2.87K
$1.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-112- 14.8% |
$61.8K - $68.6K
|
645
$403K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-112- 1.74% |
$61.8K - $68.6K
|
6.33K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-112- 4.05% |
$61.8K - $68.6K
|
2.66K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-113- 9.85% |
$62.3K - $69.3K
|
1.03K
$646K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-114- 1.94% |
$62.9K - $69.9K
|
5.76K
$3.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-114- 2.6% |
$62.9K - $69.9K
|
4.26K
$2.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-115- 16.43% |
$63.4K - $70.5K
|
585
$366K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-115- 8.16% |
$63.4K - $70.5K
|
1.3K
$809K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-115- 7.38% |
$63.4K - $70.5K
|
1.44K
$902K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-116- 24.32% |
$64K - $71.1K
|
361
$226K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-116- 14.32% |
$64K - $71.1K
|
694
$434K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-116- 6.59% |
$64K - $71.1K
|
1.64K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-116- 4.11% |
$64K - $71.1K
|
2.7K
$1.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-117- 1.49% |
$64.5K - $71.7K
|
7.73K
$4.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-117- 1.68% |
$64.5K - $71.7K
|
6.85K
$4.28M
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
SELL
|
- |
-117- 5.6% |
$64.5K - $71.7K
|
1.97K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-117- 1.81% |
$64.5K - $71.7K
|
6.33K
$3.96M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-117- 8.33% |
$64.5K - $71.7K
|
1.29K
$804K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-118- 62.11% |
$65.1K - $72.3K
|
72
$45K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-118- 1.98% |
$65.1K - $72.3K
|
5.86K
$3.66M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-119- 1.69% |
$65.6K - $72.9K
|
6.9K
$4.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-120- 8.64% |
$66.2K - $73.6K
|
1.27K
$793K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-120- 0.72% |
$66.2K - $73.6K
|
16.5K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-120- 17.52% |
$66.2K - $73.6K
|
565
$353K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-120- 1.99% |
$66.2K - $73.6K
|
5.92K
$3.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-121- 2.86% |
$66.7K - $74.2K
|
4.12K
$2.57M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-121- 0.6% |
$66.7K - $74.2K
|
20K
$12.5M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-121- 0.8% |
$66.7K - $74.2K
|
15.1K
$9.42M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-122- 3.53% |
$67.3K - $74.8K
|
3.33K
$2.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-123- 2.31% |
$67.8K - $75.4K
|
5.19K
$3.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-123- 1.4% |
$67.8K - $75.4K
|
8.65K
$5.4M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-123- 15.39% |
$67.8K - $75.4K
|
676
$422K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-124- 0.41% |
$68.4K - $76K
|
30.2K
$18.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-124- 24.36% |
$68.4K - $76K
|
385
$241K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-125- 1.61% |
$68.9K - $76.6K
|
7.65K
$4.78M
|