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 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-936- 50.54% |
$516K - $574K
|
916
$572K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-940- 6.6% |
$518K - $576K
|
13.3K
$8.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-941- 2.5% |
$519K - $577K
|
36.7K
$22.9M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-944- 3.43% |
$521K - $579K
|
26.6K
$16.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-947- 24.34% |
$522K - $580K
|
2.94K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-948- 2.98% |
$523K - $581K
|
30.8K
$19.3M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-949- 4.12% |
$523K - $582K
|
22.1K
$13.8M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-949- 4.46% |
$523K - $582K
|
20.4K
$12.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-960- 5.7% |
$529K - $588K
|
15.9K
$9.93M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-960- 4.08% |
$529K - $588K
|
22.6K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-965- 2.53% |
$532K - $591K
|
37.2K
$23.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-966- 3.0% |
$533K - $592K
|
31.2K
$19.5M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-986- 11.47% |
$544K - $604K
|
7.61K
$4.75M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-989- 1.33% |
$545K - $606K
|
73.5K
$45.9M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-992- 5.11% |
$547K - $608K
|
18.4K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-1K- 42.11% |
$551K - $613K
|
1.38K
$859K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1K- 12.43% |
$551K - $613K
|
7.05K
$4.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.01K- 1.81% |
$554K - $616K
|
54.5K
$34M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.01K- 7.7% |
$555K - $617K
|
12.1K
$7.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.01K- 8.62% |
$556K - $618K
|
10.7K
$6.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.01K- 9.5% |
$559K - $621K
|
9.65K
$6.03M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.02K- 3.56% |
$561K - $623K
|
27.5K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.02K- 0.97% |
$562K - $625K
|
104K
$64.8M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.03K- 49.52% |
$565K - $628K
|
1.05K
$653K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-1.03K- 18.17% |
$566K - $629K
|
4.62K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.04K- 59.5% |
$575K - $639K
|
710
$444K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 3.74% |
$580K - $644K
|
27.1K
$16.9M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-1.05K- 5.85% |
$580K - $645K
|
16.9K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.05K- 5.85% |
$580K - $645K
|
16.9K
$10.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.06K- 9.21% |
$583K - $648K
|
10.4K
$6.52M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.07K- 11.31% |
$588K - $654K
|
8.37K
$5.23M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 14.94% |
$590K - $656K
|
6.09K
$3.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.08K- 57.33% |
$595K - $661K
|
803
$502K
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.08K- 8.81% |
$596K - $662K
|
11.2K
$6.99M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1.09K- 3.44% |
$599K - $666K
|
30.5K
$19M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 44.22% |
$601K - $668K
|
1.38K
$859K
|
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-1.1K- 46.7% |
$604K - $671K
|
1.25K
$781K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-1.1K- 15.49% |
$607K - $674K
|
6K
$3.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.1K- 1.21% |
$607K - $675K
|
90K
$56.2M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.1K- 57.48% |
$608K - $676K
|
816
$510K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-1.11K- 20.1% |
$614K - $682K
|
4.42K
$2.76M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.12K- 4.44% |
$620K - $689K
|
24.2K
$15.1M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-1.13K- 0.76% |
$622K - $691K
|
147K
$91.8M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1.14K- 2.09% |
$626K - $696K
|
53.3K
$33.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.16K- 0.3% |
$637K - $708K
|
387K
$242M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.16K- 5.68% |
$641K - $713K
|
19.3K
$12.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.17K- 3.05% |
$644K - $715K
|
37.1K
$23.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.18K- 9.1% |
$648K - $720K
|
11.7K
$7.34M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.18K- 0.69% |
$649K - $721K
|
170K
$106M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.18K- 19.81% |
$650K - $723K
|
4.77K
$2.98M
|