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
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-255- 14.25% |
$141K - $156K
|
1.54K
$959K
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-256- 3.27% |
$141K - $157K
|
7.58K
$4.73M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-256- 0.01% |
$141K - $157K
|
1.9M
$1.19B
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-260- 8.12% |
$143K - $159K
|
2.94K
$1.84M
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-261- 10.65% |
$144K - $160K
|
2.19K
$1.37M
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-262- 14.92% |
$144K - $161K
|
1.49K
$933K
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-263- 4.12% |
$145K - $161K
|
6.12K
$3.82M
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-263- 3.68% |
$145K - $161K
|
6.88K
$4.3M
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-264- 2.65% |
$146K - $162K
|
9.71K
$6.07M
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-265- 3.75% |
$146K - $162K
|
6.81K
$4.25M
|
|
Apr 22, 2025
Q1 2025
|
Savior LLC
|
SELL
|
- |
-265- 6.62% |
$146K - $162K
|
3.74K
$2.33M
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-267- 5.63% |
$147K - $164K
|
4.47K
$2.79M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-267- 3.39% |
$147K - $164K
|
7.61K
$4.75M
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-269- 8.99% |
$148K - $165K
|
2.72K
$1.7M
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-269- 0.48% |
$148K - $165K
|
56.2K
$35.1M
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-271- 5.58% |
$149K - $166K
|
4.58K
$2.86M
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-271- 0.03% |
$149K - $166K
|
792K
$495M
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
SELL
|
- |
-271- 25.05% |
$149K - $166K
|
811
$507K
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-272- 26.08% |
$150K - $167K
|
771
$482K
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-274- 1.57% |
$151K - $168K
|
17.2K
$10.7M
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-274- 1.1% |
$151K - $168K
|
24.7K
$15.4M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-276- 19.97% |
$152K - $169K
|
1.11K
$691K
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-277- 1.39% |
$153K - $170K
|
19.7K
$12.3M
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-278- 24.6% |
$153K - $170K
|
852
$532K
|
|
May 15, 2025
Q1 2025
|
Oakmont Corp
|
SELL
|
- |
-279- 0.53% |
$154K - $171K
|
52.8K
$33M
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-280- 42.81% |
$154K - $172K
|
374
$234K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-280- 15.05% |
$154K - $172K
|
1.58K
$988K
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-280- 7.84% |
$154K - $172K
|
3.29K
$2.06M
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-282- 4.1% |
$156K - $173K
|
6.6K
$4.12M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-285- 1.28% |
$157K - $175K
|
21.9K
$13.7M
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-288- 5.55% |
$159K - $177K
|
4.9K
$3.06M
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-291- 23.93% |
$160K - $178K
|
925
$578K
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-291- 0.65% |
$160K - $178K
|
44.7K
$28M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-293- 0.09% |
$162K - $180K
|
333K
$208M
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-294- 15.55% |
$162K - $180K
|
1.6K
$998K
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-295- 5.74% |
$163K - $181K
|
4.84K
$3.03M
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-295- 6.72% |
$163K - $181K
|
4.09K
$2.56M
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-298- 9.41% |
$164K - $183K
|
2.87K
$1.79M
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-299- 21.79% |
$165K - $183K
|
1.07K
$670K
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-300- 28.87% |
$165K - $184K
|
739
$462K
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-300- 1.82% |
$165K - $184K
|
16.2K
$10.1M
|
|
Apr 15, 2025
Q1 2025
|
Define Financial, LLC
San Diego, CA |
SELL
|
- |
-300- 13.32% |
$165K - $184K
|
1.95K
$1.22M
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-300- 1.06% |
$165K - $184K
|
28.1K
$17.6M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-301- 6.25% |
$166K - $184K
|
4.52K
$2.82M
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-301- 10.74% |
$166K - $184K
|
2.5K
$1.56M
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-301- 31.55% |
$166K - $184K
|
653
$408K
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-302- 8.6% |
$167K - $185K
|
3.21K
$2.01M
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-303- 2.21% |
$167K - $186K
|
13.4K
$8.37M
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-303- 3.39% |
$167K - $186K
|
8.65K
$5.4M
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-309- 14.55% |
$170K - $189K
|
1.81K
$1.13M
|