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
|
Novem Group
Rochester, NY |
SELL
|
- |
-311- 2.73% |
$171K - $191K
|
11.1K
$6.94M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-312- 38.81% |
$172K - $191K
|
492
$307K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-313- 4.93% |
$173K - $192K
|
6.03K
$3.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-314- 2.36% |
$173K - $192K
|
13K
$8.1M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-315- 0.7% |
$174K - $193K
|
44.5K
$27.8M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-316- 4.78% |
$174K - $194K
|
6.29K
$3.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-318- 2.45% |
$175K - $195K
|
12.7K
$7.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-318- 7.55% |
$175K - $195K
|
3.9K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-318- 0.92% |
$175K - $195K
|
34.3K
$21.4M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-320- 0.44% |
$176K - $196K
|
72.4K
$45.2M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-320- 5.15% |
$176K - $196K
|
5.89K
$3.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-321- 2.21% |
$177K - $197K
|
14.2K
$8.87M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-321- 2.5% |
$177K - $197K
|
12.5K
$7.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-322- 13.09% |
$178K - $197K
|
2.14K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-324- 29.86% |
$179K - $199K
|
761
$475K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-325- 6.9% |
$179K - $199K
|
4.38K
$2.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-326- 4.24% |
$180K - $200K
|
7.37K
$4.6M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-328- 3.83% |
$181K - $201K
|
8.24K
$5.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-330- 1.53% |
$182K - $202K
|
21.2K
$13.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-330- 1.45% |
$182K - $202K
|
22.5K
$14M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-331- 3.07% |
$183K - $203K
|
10.5K
$6.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-332- 3.44% |
$183K - $203K
|
9.32K
$5.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-334- 8.28% |
$184K - $205K
|
3.7K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-337- 20.55% |
$186K - $207K
|
1.3K
$814K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-340- 23.26% |
$187K - $208K
|
1.12K
$701K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-342- 3.38% |
$189K - $210K
|
9.78K
$6.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-349- 3.65% |
$192K - $214K
|
9.23K
$5.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-349- 20.87% |
$192K - $214K
|
1.32K
$827K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-349- 2.92% |
$192K - $214K
|
11.6K
$7.25M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-349- 4.32% |
$192K - $214K
|
7.74K
$4.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-350- 14.16% |
$193K - $215K
|
2.12K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-350- 6.35% |
$193K - $215K
|
5.16K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-350- 11.54% |
$193K - $215K
|
2.68K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-353- 0.78% |
$195K - $216K
|
45.1K
$28.2M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-354- 0.42% |
$195K - $217K
|
83K
$51.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-357- 4.95% |
$197K - $219K
|
6.85K
$4.28M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-361- 3.97% |
$199K - $221K
|
8.74K
$5.46M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-363- 0.47% |
$200K - $222K
|
76.4K
$47.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-363- 0.31% |
$200K - $222K
|
117K
$73M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-363- 13.41% |
$200K - $222K
|
2.34K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-364- 8.72% |
$201K - $223K
|
3.81K
$2.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-365- 7.33% |
$201K - $224K
|
4.62K
$2.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-369- 4.96% |
$203K - $226K
|
7.08K
$4.42M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-369- 0.66% |
$203K - $226K
|
55.5K
$34.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-373- 0.83% |
$206K - $229K
|
44.8K
$28M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-379- 25.92% |
$209K - $232K
|
1.08K
$677K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-379- 15.09% |
$209K - $232K
|
2.13K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-381- 47.1% |
$210K - $234K
|
428
$267K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-382- 1.18% |
$211K - $234K
|
32.1K
$20.1M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-383- 0.03% |
$211K - $235K
|
1.21M
$759M
|