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
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-386- 5.4% |
$213K - $237K
|
6.77K
$4.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-387- 0.25% |
$213K - $237K
|
153K
$95.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-387- 2.23% |
$213K - $237K
|
17K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-387- 25.53% |
$213K - $237K
|
1.13K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-389- 42.51% |
$215K - $238K
|
526
$329K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-391- 17.3% |
$216K - $240K
|
1.87K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-392- 5.12% |
$216K - $240K
|
7.26K
$4.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-394- 1.21% |
$217K - $241K
|
32.1K
$20.1M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-394- 0.09% |
$217K - $241K
|
420K
$262M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-395- 4.3% |
$218K - $242K
|
8.78K
$5.49M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
SELL
|
- |
-396- 27.09% |
$218K - $243K
|
1.07K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-396- 13.23% |
$218K - $243K
|
2.6K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-398- 1.4% |
$219K - $244K
|
27.9K
$17.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-400- 15.27% |
$221K - $245K
|
2.22K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-401- 1.18% |
$221K - $246K
|
33.6K
$21M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-403- 14.62% |
$222K - $247K
|
2.35K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-405- 13.0% |
$223K - $248K
|
2.71K
$1.69M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-405- 8.34% |
$223K - $248K
|
4.45K
$2.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-409- 1.43% |
$226K - $251K
|
28.1K
$17.6M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-412- 18.58% |
$227K - $253K
|
1.81K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-412- 11.48% |
$227K - $253K
|
3.18K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-415- 0.68% |
$229K - $254K
|
60.5K
$37.8M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-417- 9.59% |
$230K - $256K
|
3.93K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-419- 2.22% |
$231K - $257K
|
18.5K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-420- 15.01% |
$232K - $257K
|
2.38K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-420- 12.52% |
$232K - $257K
|
2.94K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-423- 2.15% |
$233K - $259K
|
19.3K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-425- 3.0% |
$234K - $260K
|
13.7K
$8.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-426- 9.96% |
$235K - $261K
|
3.85K
$2.41M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-426- 8.63% |
$235K - $261K
|
4.51K
$2.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-433- 2.63% |
$239K - $265K
|
16K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-433- 6.72% |
$239K - $265K
|
6.01K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-433- 1.41% |
$239K - $265K
|
30.3K
$18.9M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-434- 5.68% |
$239K - $266K
|
7.21K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-434- 1.07% |
$239K - $266K
|
40.1K
$25M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-435- 8.76% |
$240K - $267K
|
4.53K
$2.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-436- 7.21% |
$240K - $267K
|
5.61K
$3.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-444- 4.36% |
$245K - $272K
|
9.74K
$6.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-445- 6.36% |
$245K - $273K
|
6.56K
$4.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-446- 8.06% |
$246K - $273K
|
5.09K
$3.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-446- 3.8% |
$246K - $273K
|
11.3K
$7.05M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-446- 1.78% |
$246K - $273K
|
24.6K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-447- 3.72% |
$246K - $274K
|
11.6K
$7.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-448- 13.72% |
$247K - $275K
|
2.82K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-448- 29.51% |
$247K - $275K
|
1.07K
$669K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-448- 3.12% |
$247K - $275K
|
13.9K
$8.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-449- 2.02% |
$248K - $275K
|
21.8K
$13.6M
|
|
|
May 07, 2025
Q1 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-454- 12.29% |
$250K - $278K
|
3.24K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-454- 3.16% |
$250K - $278K
|
13.9K
$8.7M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-456- 1.12% |
$251K - $279K
|
40.2K
$25.1M
|