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 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-796- 2.18% |
$439K - $488K
|
35.7K
$22.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-800- 27.92% |
$441K - $490K
|
2.07K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-800- 0.42% |
$441K - $490K
|
190K
$119M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-807- 18.47% |
$445K - $495K
|
3.56K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-808- 24.29% |
$446K - $495K
|
2.52K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-810- 32.54% |
$447K - $496K
|
1.68K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-810- 5.13% |
$447K - $496K
|
15K
$9.37M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-811Closed |
$447K - $497K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-812- 7.13% |
$448K - $498K
|
10.6K
$6.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-814- 3.68% |
$449K - $499K
|
21.3K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-814- 10.73% |
$449K - $499K
|
6.77K
$4.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-815- 37.77% |
$449K - $500K
|
1.34K
$839K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-817- 7.73% |
$451K - $501K
|
9.75K
$6.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-819- 3.93% |
$452K - $502K
|
20K
$12.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-819- 6.56% |
$452K - $502K
|
11.7K
$7.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-821- 14.74% |
$453K - $503K
|
4.75K
$2.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-832- 7.13% |
$459K - $510K
|
10.8K
$6.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-835- 3.15% |
$460K - $512K
|
25.7K
$16M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-839- 0.3% |
$463K - $514K
|
278K
$173M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-846- 3.46% |
$467K - $519K
|
23.6K
$14.7M
|
|
|
Apr 17, 2025
Q1 2025
|
James Hambro & Partners
|
SELL
|
- |
-850- 53.53% |
$469K - $521K
|
738
$461K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-852- 1.6% |
$470K - $522K
|
52.4K
$32.8M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-852- 20.24% |
$470K - $522K
|
3.36K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-854- 7.78% |
$471K - $523K
|
10.1K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-857- 19.07% |
$473K - $525K
|
3.64K
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-864- 4.2% |
$476K - $530K
|
19.7K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-868- 24.53% |
$479K - $532K
|
2.67K
$1.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-871- 20.83% |
$480K - $534K
|
3.31K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-874- 4.67% |
$482K - $536K
|
17.9K
$11.2M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-877- 0.81% |
$484K - $538K
|
108K
$67.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-878- 11.74% |
$484K - $538K
|
6.6K
$4.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-881- 16.42% |
$486K - $540K
|
4.49K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-881- 4.58% |
$486K - $540K
|
18.3K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-884- 5.54% |
$487K - $542K
|
15.1K
$9.41M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-884- 14.5% |
$487K - $542K
|
5.21K
$3.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-885- 8.33% |
$488K - $542K
|
9.74K
$6.08M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-886- 7.07% |
$489K - $543K
|
11.6K
$7.27M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-891- 1.37% |
$491K - $546K
|
64.2K
$40.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-894- 5.74% |
$493K - $548K
|
14.7K
$9.17M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-897- 8.46% |
$495K - $550K
|
9.71K
$6.06M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-898- 7.13% |
$495K - $550K
|
11.7K
$7.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-900- 68.65% |
$496K - $552K
|
411
$257K
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-900- 23.68% |
$496K - $552K
|
2.9K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-910- 14.36% |
$502K - $558K
|
5.43K
$3.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-913- 0.63% |
$503K - $560K
|
143K
$89.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-913- 14.29% |
$503K - $560K
|
5.48K
$3.42M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-929- 4.17% |
$512K - $569K
|
21.4K
$13.3M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-931- 24.98% |
$513K - $571K
|
2.8K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-933- 40.28% |
$514K - $572K
|
1.38K
$864K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-936- 63.33% |
$516K - $574K
|
542
$339K
|