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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.19K- 3.76% |
$3.96M - $4.41M
|
184K
$115M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7.26K- 25.72% |
$4M - $4.45M
|
21K
$13.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-7.35K- 3.33% |
$4.05M - $4.51M
|
213K
$133M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.36K- 15.45% |
$4.06M - $4.51M
|
40.3K
$25.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.53K- 45.09% |
$4.15M - $4.62M
|
9.18K
$5.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-7.59K- 71.39% |
$4.18M - $4.65M
|
3.04K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-7.63K- 5.13% |
$4.21M - $4.67M
|
141K
$88.1M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-7.64K- 4.37% |
$4.21M - $4.68M
|
167K
$104M
|
|
|
Apr 29, 2025
Q1 2025
|
Sl Advisors, LLC
|
SELL
|
- |
-7.83K- 78.49% |
$4.31M - $4.8M
|
2.14K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-7.93K- 5.44% |
$4.37M - $4.86M
|
138K
$86M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.95K- 19.97% |
$4.39M - $4.88M
|
31.9K
$19.9M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-8.02K- 34.32% |
$4.42M - $4.91M
|
15.3K
$9.58M
|
|
|
May 08, 2025
Q1 2025
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-8.02K- 46.7% |
$4.42M - $4.91M
|
9.15K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-8.08K- 52.0% |
$4.45M - $4.95M
|
7.46K
$4.66M
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-8.09K- 84.82% |
$4.46M - $4.96M
|
1.45K
$905K
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-8.21K- 19.17% |
$4.52M - $5.03M
|
34.6K
$21.6M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-8.21K- 21.82% |
$4.53M - $5.03M
|
29.4K
$18.4M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-8.24K- 31.84% |
$4.54M - $5.05M
|
17.6K
$11M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.28K- 21.83% |
$4.56M - $5.07M
|
29.6K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-8.36K- 13.92% |
$4.61M - $5.12M
|
51.7K
$32.3M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.47K- 7.53% |
$4.67M - $5.19M
|
104K
$65M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-8.5K- 12.57% |
$4.69M - $5.21M
|
59.1K
$36.9M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-8.56K- 1.39% |
$4.72M - $5.24M
|
607K
$379M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-8.58K- 23.28% |
$4.73M - $5.26M
|
28.3K
$17.7M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-8.62K- 26.88% |
$4.75M - $5.28M
|
23.4K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.63K- 34.89% |
$4.76M - $5.29M
|
16.1K
$10.1M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-8.68K- 27.02% |
$4.78M - $5.32M
|
23.4K
$14.6M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-8.68K- 4.1% |
$4.78M - $5.32M
|
203K
$127M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-8.86K- 72.29% |
$4.89M - $5.43M
|
3.4K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-8.96K- 28.8% |
$4.94M - $5.49M
|
22.1K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-9K- 9.94% |
$4.96M - $5.51M
|
81.5K
$50.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-9K- 31.19% |
$4.96M - $5.52M
|
19.9K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9.04K- 1.07% |
$4.98M - $5.54M
|
835K
$522M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-9.28K- 25.64% |
$5.12M - $5.69M
|
26.9K
$16.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-9.33K- 10.63% |
$5.14M - $5.72M
|
78.4K
$49M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.37K- 41.1% |
$5.16M - $5.74M
|
13.4K
$8.39M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-9.47K- 39.99% |
$5.22M - $5.81M
|
14.2K
$8.88M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-9.48K- 4.12% |
$5.23M - $5.81M
|
221K
$138M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-9.71K- 55.65% |
$5.35M - $5.95M
|
7.74K
$4.83M
|
|
|
May 07, 2025
Q1 2025
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-9.72K- 3.78% |
$5.36M - $5.95M
|
248K
$155M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-9.84K- 80.9% |
$5.43M - $6.03M
|
2.32K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-9.94K- 7.23% |
$5.48M - $6.09M
|
127K
$79.6M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10K- 21.78% |
$5.51M - $6.13M
|
35.9K
$22.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-10K- 4.63% |
$5.51M - $6.13M
|
206K
$129M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-10K- 33.33% |
$5.51M - $6.13M
|
20K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10K- 68.0% |
$5.52M - $6.14M
|
4.71K
$2.95M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-10K- 68.06% |
$5.54M - $6.16M
|
4.71K
$2.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10.3K- 28.08% |
$5.69M - $6.33M
|
26.4K
$16.5M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-10.3K- 23.7% |
$5.7M - $6.34M
|
33.3K
$20.8M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-10.4K- 2.4% |
$5.74M - $6.38M
|
423K
$264M
|