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 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.68K- 5.71% |
$926K - $1.03M
|
27.8K
$17.3M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.7K- 4.93% |
$936K - $1.04M
|
32.7K
$20.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.71K- 43.59% |
$945K - $1.05M
|
2.22K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1.72K- 20.06% |
$948K - $1.05M
|
6.85K
$4.28M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 5.72% |
$950K - $1.06M
|
28.4K
$17.7M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.73K- 4.63% |
$956K - $1.06M
|
35.7K
$22.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-1.74K- 96.67% |
$959K - $1.07M
|
60
$37.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-1.74K- 91.58% |
$960K - $1.07M
|
160
$100K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.77K- 2.63% |
$974K - $1.08M
|
65.3K
$40.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.78K- 7.73% |
$982K - $1.09M
|
21.2K
$13.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.79K- 2.1% |
$988K - $1.1M
|
83.6K
$52.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.8K- 18.26% |
$991K - $1.1M
|
8.05K
$5.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.81K- 61.72% |
$996K - $1.11M
|
1.12K
$700K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.83K- 13.88% |
$1.01M - $1.12M
|
11.3K
$7.08M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.87K- 0.89% |
$1.03M - $1.15M
|
208K
$130M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.88K- 43.74% |
$1.04M - $1.15M
|
2.42K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.91K- 2.77% |
$1.05M - $1.17M
|
67K
$41.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
SELL
|
- |
-1.92K- 4.89% |
$1.06M - $1.17M
|
37.3K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.92K- 2.04% |
$1.06M - $1.18M
|
92.3K
$57.7M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.94K- 3.77% |
$1.07M - $1.19M
|
49.4K
$30.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.94K- 58.62% |
$1.07M - $1.19M
|
1.37K
$855K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.97K- 5.31% |
$1.09M - $1.21M
|
35.1K
$21.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.97K- 8.44% |
$1.09M - $1.21M
|
21.4K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.99K- 2.35% |
$1.1M - $1.22M
|
82.8K
$51.8M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.99K- 4.23% |
$1.1M - $1.22M
|
45.1K
$28.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.99K- 1.98% |
$1.1M - $1.22M
|
98.7K
$61.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-2K- 39.53% |
$1.1M - $1.22M
|
3.05K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-2K- 8.62% |
$1.1M - $1.22M
|
21.1K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.01K- 18.73% |
$1.11M - $1.23M
|
8.74K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.03K- 0.21% |
$1.12M - $1.24M
|
952K
$595M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.03K- 68.67% |
$1.12M - $1.24M
|
925
$578K
|
|
|
May 07, 2025
Q1 2025
|
American Asset Management Inc.
|
SELL
|
- |
-2.03K- 7.0% |
$1.12M - $1.24M
|
27K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.06K- 7.33% |
$1.14M - $1.26M
|
26.1K
$16.3M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.08K- 23.08% |
$1.14M - $1.27M
|
6.91K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Sabby Management, LLC
Upper Saddle River, NJ |
SELL
|
- |
-2.09K- 63.72% |
$1.15M - $1.28M
|
1.19K
$744K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.1K- 3.39% |
$1.16M - $1.29M
|
60K
$37.5M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2.11K- 25.98% |
$1.16M - $1.29M
|
6.02K
$3.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.12K- 15.31% |
$1.17M - $1.3M
|
11.7K
$7.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.17K- 3.43% |
$1.19M - $1.33M
|
61K
$38.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.17K- 9.48% |
$1.2M - $1.33M
|
20.7K
$12.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.18K- 12.92% |
$1.2M - $1.33M
|
14.7K
$9.16M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-2.18K- 8.82% |
$1.2M - $1.34M
|
22.6K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-2.19K- 45.98% |
$1.2M - $1.34M
|
2.57K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.21K- 1.44% |
$1.22M - $1.35M
|
151K
$94.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.25K- 8.31% |
$1.24M - $1.38M
|
24.8K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.25K- 6.02% |
$1.24M - $1.38M
|
35.1K
$21.9M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-2.25K- 43.28% |
$1.24M - $1.38M
|
2.95K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-2.25K- 2.06% |
$1.24M - $1.38M
|
107K
$66.8M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2.27K- 99.69% |
$1.25M - $1.39M
|
7
$4.37K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-2.29K- 28.59% |
$1.26M - $1.4M
|
5.73K
$3.58M
|