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 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-4.06K- 1.04% |
$2.24M - $2.49M
|
388K
$242M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-4.09K- 11.49% |
$2.25M - $2.51M
|
31.5K
$19.7M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-4.09K- 6.97% |
$2.26M - $2.51M
|
54.6K
$34.1M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.13K- 1.98% |
$2.28M - $2.53M
|
204K
$128M
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-4.14K- 9.86% |
$2.28M - $2.54M
|
37.8K
$23.6M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.2K- 0.79% |
$2.31M - $2.57M
|
530K
$331M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-4.2K- 26.99% |
$2.31M - $2.57M
|
11.4K
$7.09M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-4.2K- 26.93% |
$2.32M - $2.57M
|
11.4K
$7.12M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.25K- 16.64% |
$2.34M - $2.6M
|
21.3K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-4.26K- 25.0% |
$2.35M - $2.61M
|
12.8K
$7.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-4.26K- 8.47% |
$2.35M - $2.61M
|
46K
$28.8M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.28K- 1.66% |
$2.36M - $2.62M
|
254K
$159M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.29K- 2.24% |
$2.36M - $2.63M
|
187K
$117M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.29K- 86.52% |
$2.36M - $2.63M
|
668
$417K
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-4.3K- 18.2% |
$2.37M - $2.63M
|
19.3K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.31K- 3.45% |
$2.37M - $2.64M
|
120K
$75.2M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.33K- 7.64% |
$2.39M - $2.65M
|
52.3K
$32.7M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.36K- 54.12% |
$2.4M - $2.67M
|
3.69K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-4.42K- 51.94% |
$2.43M - $2.71M
|
4.09K
$2.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-4.45K- 68.65% |
$2.45M - $2.73M
|
2.03K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-4.45K- 47.11% |
$2.46M - $2.73M
|
5K
$3.12M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-4.46K- 39.15% |
$2.46M - $2.73M
|
6.93K
$4.33M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-4.49K- 13.06% |
$2.48M - $2.75M
|
29.9K
$18.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.53K- 11.66% |
$2.5M - $2.77M
|
34.3K
$21.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-4.54K- 6.82% |
$2.51M - $2.78M
|
62K
$38.8M
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-4.54K- 21.93% |
$2.51M - $2.78M
|
16.2K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.57K- 1.89% |
$2.52M - $2.8M
|
237K
$148M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.6K- 1.51% |
$2.54M - $2.82M
|
301K
$188M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.61K- 8.96% |
$2.54M - $2.83M
|
46.9K
$29.3M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-4.63K- 46.56% |
$2.55M - $2.84M
|
5.31K
$3.32M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-4.67K- 1.04% |
$2.58M - $2.86M
|
444K
$278M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-4.7K- 14.46% |
$2.59M - $2.88M
|
27.8K
$17.4M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-4.71K- 20.44% |
$2.59M - $2.88M
|
18.3K
$11.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.73K- 7.62% |
$2.61M - $2.9M
|
57.4K
$35.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-4.75K- 56.2% |
$2.62M - $2.91M
|
3.7K
$2.31M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.84K- 7.27% |
$2.67M - $2.96M
|
61.7K
$38.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-4.88K- 39.66% |
$2.69M - $2.99M
|
7.43K
$4.64M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.9K- 2.33% |
$2.7M - $3M
|
205K
$128M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-4.91K- 1.23% |
$2.71M - $3.01M
|
393K
$245M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.93K- 5.89% |
$2.72M - $3.02M
|
78.8K
$49.2M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-4.98K- 30.98% |
$2.74M - $3.05M
|
11.1K
$6.93M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-5.05K- 15.84% |
$2.79M - $3.1M
|
26.8K
$16.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.14K- 34.11% |
$2.83M - $3.15M
|
9.92K
$6.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-5.18K- 38.53% |
$2.86M - $3.18M
|
8.26K
$5.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-5.21K- 62.73% |
$2.87M - $3.19M
|
3.09K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.25K- 25.63% |
$2.9M - $3.22M
|
15.2K
$9.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.3K- 29.23% |
$2.92M - $3.25M
|
12.8K
$8.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.48K- 15.4% |
$3.02M - $3.36M
|
30.1K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.49K- 4.54% |
$3.03M - $3.36M
|
115K
$72.1M
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-5.5K- 76.9% |
$3.03M - $3.37M
|
1.65K
$1.03M
|