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 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-211- 14.23% |
$116K - $129K
|
1.27K
$795K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-212- 1.12% |
$117K - $130K
|
18.8K
$11.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-215- 1.94% |
$119K - $132K
|
10.9K
$6.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-217- 1.89% |
$120K - $133K
|
11.3K
$7.04M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-217- 2.95% |
$120K - $133K
|
7.13K
$4.46M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-217- 14.04% |
$120K - $133K
|
1.33K
$830K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-218- 5.57% |
$120K - $134K
|
3.7K
$2.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-219- 12.0% |
$121K - $134K
|
1.61K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
SELL
|
- |
-220- 20.22% |
$121K - $135K
|
868
$542K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-220- 2.94% |
$121K - $135K
|
7.25K
$4.53M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-220- 4.62% |
$121K - $135K
|
4.54K
$2.84M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-221- 7.41% |
$122K - $135K
|
2.76K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-223- 1.55% |
$123K - $137K
|
14.2K
$8.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-224- 1.05% |
$124K - $137K
|
21.1K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-224- 14.91% |
$124K - $137K
|
1.28K
$799K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-225- 3.35% |
$124K - $138K
|
6.49K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-227- 16.3% |
$125K - $139K
|
1.17K
$729K
|
|
|
May 14, 2025
Q1 2025
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-228- 6.39% |
$126K - $140K
|
3.34K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-229- 1.18% |
$126K - $140K
|
19.2K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-230- 8.27% |
$127K - $141K
|
2.55K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-231- 3.59% |
$127K - $142K
|
6.21K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-232- 0.85% |
$128K - $142K
|
26.9K
$16.8M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-233- 29.05% |
$128K - $143K
|
569
$356K
|
|
|
Apr 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-233- 6.32% |
$128K - $143K
|
3.45K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-233- 4.4% |
$128K - $143K
|
5.06K
$3.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-234- 2.28% |
$129K - $143K
|
10K
$6.26M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-234- 5.61% |
$129K - $143K
|
3.94K
$2.46M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-235- 8.09% |
$130K - $144K
|
2.67K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-237- 3.85% |
$131K - $145K
|
5.92K
$3.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-237- 7.31% |
$131K - $145K
|
3.01K
$1.88M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-237- 14.67% |
$131K - $145K
|
1.38K
$861K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-240- 3.77% |
$132K - $147K
|
6.13K
$3.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-241- 21.05% |
$133K - $148K
|
904
$565K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-241- 7.92% |
$133K - $148K
|
2.8K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-244- 1.06% |
$135K - $150K
|
22.7K
$14.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-245- 4.98% |
$135K - $150K
|
4.67K
$2.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-246- 6.88% |
$136K - $151K
|
3.33K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-246- 4.4% |
$136K - $151K
|
5.34K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Metlife Inc
New York, NY |
SELL
|
- |
-247- 3.54% |
$136K - $151K
|
6.72K
$4.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-248- 0.61% |
$137K - $152K
|
40.1K
$25.1M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-249- 3.76% |
$137K - $153K
|
6.38K
$3.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-250- 14.29% |
$138K - $153K
|
1.5K
$937K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-250- 14.46% |
$138K - $153K
|
1.48K
$924K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-250- 7.94% |
$138K - $153K
|
2.9K
$1.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-251- 0.41% |
$138K - $154K
|
60.3K
$37.7M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-251- 3.9% |
$138K - $154K
|
6.18K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-252- 10.38% |
$139K - $154K
|
2.18K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-253- 7.5% |
$140K - $155K
|
3.12K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-253- 4.64% |
$140K - $155K
|
5.2K
$3.25M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-255- 1.02% |
$141K - $156K
|
24.8K
$15.5M
|