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 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-456- 27.99% |
$251K - $279K
|
1.17K
$733K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-456- 26.59% |
$251K - $279K
|
1.26K
$787K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
SELL
|
- |
-457- 1.93% |
$252K - $280K
|
23.3K
$14.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-457- 1.47% |
$252K - $280K
|
30.6K
$19.1M
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-457- 8.06% |
$252K - $280K
|
5.21K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-462- 1.21% |
$255K - $283K
|
37.7K
$23.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-468- 4.03% |
$258K - $287K
|
11.1K
$6.96M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-471- 1.09% |
$260K - $289K
|
42.7K
$26.7M
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-472- 4.23% |
$260K - $289K
|
10.7K
$6.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-473- 21.42% |
$261K - $290K
|
1.74K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-474- 51.58% |
$261K - $291K
|
445
$278K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-477- 6.3% |
$263K - $292K
|
7.09K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-479- 2.28% |
$264K - $294K
|
20.5K
$12.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-483- 17.69% |
$266K - $296K
|
2.25K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-483- 11.74% |
$266K - $296K
|
3.63K
$2.27M
|
|
|
May 01, 2025
Q1 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-485- 10.52% |
$267K - $297K
|
4.13K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-486- 12.86% |
$268K - $298K
|
3.29K
$2.06M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-487- 8.59% |
$269K - $298K
|
5.18K
$3.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-488- 3.91% |
$269K - $299K
|
12K
$7.49M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-488- 26.04% |
$269K - $299K
|
1.39K
$866K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-490- 6.91% |
$270K - $300K
|
6.6K
$4.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-491- 12.97% |
$271K - $301K
|
3.3K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-498- 5.99% |
$275K - $305K
|
7.82K
$4.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-500- 8.39% |
$276K - $306K
|
5.46K
$3.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-502- 41.42% |
$277K - $308K
|
710
$444K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-505- 13.7% |
$278K - $310K
|
3.18K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-505- 3.58% |
$278K - $310K
|
13.6K
$8.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-507- 2.45% |
$280K - $311K
|
20.1K
$12.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-513- 0.84% |
$283K - $314K
|
60.4K
$37.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-513- 16.86% |
$283K - $314K
|
2.53K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-515- 14.67% |
$284K - $316K
|
3K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-516- 0.99% |
$285K - $316K
|
51.5K
$32.2M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-523- 49.53% |
$288K - $321K
|
533
$333K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-524- 2.57% |
$289K - $321K
|
19.9K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-524- 11.44% |
$289K - $321K
|
4.06K
$2.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-528- 3.2% |
$291K - $324K
|
16K
$9.97M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-532- 1.51% |
$293K - $326K
|
34.8K
$21.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-533- 9.91% |
$294K - $327K
|
4.85K
$3.03M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-540- 16.9% |
$298K - $331K
|
2.66K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-544- 5.87% |
$300K - $333K
|
8.73K
$5.45M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-546- 30.71% |
$301K - $335K
|
1.23K
$770K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-547- 46.91% |
$302K - $335K
|
619
$387K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-548- 3.47% |
$302K - $336K
|
15.3K
$9.54M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-549- 8.42% |
$303K - $336K
|
5.97K
$3.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-550- 58.89% |
$303K - $337K
|
384
$240K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-550- 0.32% |
$303K - $337K
|
172K
$108M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-555- 11.55% |
$306K - $340K
|
4.25K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-557- 0.29% |
$307K - $341K
|
193K
$120M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-557- 14.87% |
$307K - $341K
|
3.19K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-559- 1.37% |
$308K - $343K
|
40.1K
$25.1M
|