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 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.18K- 2.23% |
$651K - $723K
|
51.8K
$32.3M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.18K- 2.74% |
$652K - $724K
|
41.9K
$26.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.19K- 4.22% |
$653K - $726K
|
26.9K
$16.8M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.19K- 18.52% |
$653K - $726K
|
5.21K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.2K- 35.5% |
$662K - $736K
|
2.18K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.2K- 9.87% |
$664K - $738K
|
11K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Little Harbor Advisors, LLC
|
SELL
|
- |
-1.21K- 0.58% |
$667K - $741K
|
207K
$129M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-1.22K- 77.17% |
$671K - $746K
|
360
$225K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.22K- 28.24% |
$675K - $750K
|
3.11K
$1.94M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.23K- 11.86% |
$676K - $751K
|
9.12K
$5.7M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.23K- 5.6% |
$677K - $752K
|
20.7K
$12.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.23K- 12.87% |
$677K - $753K
|
8.32K
$5.2M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.23K- 7.77% |
$677K - $753K
|
14.6K
$9.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.23K- 0.42% |
$679K - $755K
|
293K
$183M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.23K- 22.81% |
$680K - $756K
|
4.17K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.23K- 5.0% |
$680K - $756K
|
23.5K
$14.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-1.24K- 61.0% |
$682K - $758K
|
791
$494K
|
|
|
Apr 11, 2025
Q1 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.24K- 4.77% |
$683K - $759K
|
24.8K
$15.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.25K- 7.22% |
$688K - $765K
|
16K
$10M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
SELL
|
- |
-1.26K- 27.74% |
$696K - $774K
|
3.29K
$2.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.27K- 9.09% |
$699K - $777K
|
12.7K
$7.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.27K- 2.26% |
$700K - $778K
|
55K
$34.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.27K- 1.52% |
$701K - $779K
|
82.5K
$51.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.28K- 5.05% |
$706K - $785K
|
24.1K
$15.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.28K- 3.24% |
$707K - $786K
|
38.3K
$23.9M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.28K- 76.73% |
$707K - $786K
|
389
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.29K- 17.24% |
$711K - $790K
|
6.19K
$3.87M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.29K- 24.77% |
$712K - $792K
|
3.92K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.3K- 6.31% |
$714K - $794K
|
19.2K
$12M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.31K- 34.55% |
$722K - $802K
|
2.48K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.31K- 22.4% |
$723K - $804K
|
4.54K
$2.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.32K- 6.42% |
$725K - $806K
|
19.2K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-1.32K- 0.92% |
$725K - $806K
|
142K
$88.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.32K- 10.81% |
$728K - $810K
|
10.9K
$6.81M
|
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-1.33K- 37.99% |
$731K - $812K
|
2.16K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.33K- 3.01% |
$733K - $815K
|
42.9K
$26.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.33K- 55.9% |
$734K - $816K
|
1.05K
$656K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.33K- 1.78% |
$734K - $816K
|
73.3K
$45.8M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.34K- 32.25% |
$737K - $819K
|
2.81K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.34K- 30.99% |
$738K - $820K
|
2.98K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-1.36K- 51.84% |
$747K - $831K
|
1.26K
$787K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.37K- 6.22% |
$753K - $837K
|
20.6K
$12.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.37K- 8.2% |
$754K - $838K
|
15.3K
$9.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.37K- 31.76% |
$756K - $840K
|
2.95K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.38K- 19.14% |
$759K - $843K
|
5.81K
$3.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.38K- 8.3% |
$760K - $845K
|
15.2K
$9.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-1.39K- 17.37% |
$768K - $853K
|
6.62K
$4.14M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.4K- 89.32% |
$770K - $856K
|
167
$104K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.4K- 2.4% |
$771K - $857K
|
56.9K
$35.6M
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.4K- 32.55% |
$774K - $860K
|
2.91K
$1.82M
|