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 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-52.4K- 98.44% |
$28.9M - $32.1M
|
830
$519K
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-52.7K- 83.18% |
$29.1M - $32.3M
|
10.7K
$6.67M
|
|
Apr 08, 2025
Q1 2025
|
Greenfield Ftc, Inc.
|
SELL
|
- |
-52.9K- 7.16% |
$29.2M - $32.5M
|
687K
$429M
|
|
May 15, 2025
Q1 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-54.2K- 99.03% |
$29.9M - $33.2M
|
530
$331K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-54.7K- 47.52% |
$30.2M - $33.5M
|
60.4K
$37.7M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-54.7K- 2.71% |
$30.2M - $33.5M
|
1.96M
$1.23B
|
|
May 12, 2025
Q1 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-56.7K- 84.82% |
$31.2M - $34.7M
|
10.1K
$6.34M
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-59.6K- 84.71% |
$32.8M - $36.5M
|
10.8K
$6.72M
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-60.9K- 96.02% |
$33.6M - $37.3M
|
2.53K
$1.58M
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-63.5K- 96.09% |
$35M - $38.9M
|
2.58K
$1.61M
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-63.9K- 35.02% |
$35.2M - $39.2M
|
119K
$74.1M
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-66.1K- 17.59% |
$36.4M - $40.5M
|
310K
$193M
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-66.5K- 85.92% |
$36.7M - $40.8M
|
10.9K
$6.81M
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-68.5K- 63.38% |
$37.8M - $42M
|
39.6K
$24.7M
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-69K- 64.06% |
$38.1M - $42.3M
|
38.7K
$24.2M
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-69.8K- 20.29% |
$38.5M - $42.8M
|
274K
$171M
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-70.6K- 95.66% |
$38.9M - $43.3M
|
3.2K
$2M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-73.9K- 23.28% |
$40.8M - $45.3M
|
244K
$152M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-78.6K- 2.37% |
$43.3M - $48.1M
|
3.24M
$2.02B
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-79.9K- 82.72% |
$44.1M - $49M
|
16.7K
$10.4M
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-80K- 94.96% |
$44.1M - $49M
|
4.24K
$2.65M
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-83.2K- 77.51% |
$45.9M - $51M
|
24.1K
$15.1M
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-85K- 17.18% |
$46.9M - $52.1M
|
410K
$256M
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-85.7K- 45.9% |
$47.3M - $52.5M
|
101K
$63.1M
|
|
May 02, 2025
Q1 2025
|
Cvs Health Corp
Woonsocket, RI |
SELL
|
- |
-90K- 22.62% |
$49.6M - $55.2M
|
308K
$192M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-90.6K- 30.55% |
$50M - $55.5M
|
206K
$129M
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-92.3K- 87.01% |
$50.9M - $56.6M
|
13.8K
$8.61M
|
|
May 14, 2025
Q1 2025
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-93.5K- 99.27% |
$51.6M - $57.3M
|
683
$427K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-94.5K- 55.72% |
$52.1M - $57.9M
|
75.1K
$46.9M
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-101K- 49.79% |
$55.7M - $61.9M
|
102K
$63.7M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-104K- 29.15% |
$57.3M - $63.7M
|
253K
$158M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-104K- 30.22% |
$57.4M - $63.8M
|
240K
$150M
|
|
May 13, 2025
Q1 2025
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-120K- 3.82% |
$66M - $73.4M
|
3.02M
$1.88B
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-125K- 29.29% |
$68.9M - $76.6M
|
302K
$189M
|
|
Apr 09, 2025
Q1 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-128K- 97.99% |
$70.4M - $78.3M
|
2.63K
$1.64M
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-131K- 70.68% |
$72.2M - $80.3M
|
54.4K
$34M
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-131K- 99.9% |
$72.3M - $80.3M
|
132
$82.5K
|
|
May 15, 2025
Q1 2025
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-134K- 96.17% |
$73.7M - $81.9M
|
5.32K
$3.32M
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-134K- 82.98% |
$73.8M - $82M
|
27.4K
$17.1M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-136K- 5.67% |
$75M - $83.4M
|
2.26M
$1.41B
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-139K- 82.89% |
$76.5M - $85.1M
|
28.7K
$17.9M
|
|
May 07, 2025
Q1 2025
|
New York Life Insurance CO
New York, NY |
SELL
|
- |
-139K- 49.42% |
$76.8M - $85.3M
|
143K
$89M
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-144K- 27.59% |
$79.3M - $88.2M
|
377K
$236M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-149K- 24.54% |
$82.2M - $91.3M
|
458K
$286M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-149K- 79.7% |
$82.4M - $91.6M
|
38K
$23.8M
|
|
May 15, 2025
Q1 2025
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-150K- 20.0% |
$82.7M - $91.9M
|
600K
$375M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-151K- 29.53% |
$83.2M - $92.5M
|
360K
$225M
|
|
May 15, 2025
Q1 2025
|
Whitford Management LLC
New York, NY |
SELL
|
- |
-163K- 80.23% |
$89.9M - $100M
|
40.2K
$25.1M
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-163K- 36.15% |
$90.1M - $100M
|
288K
$180M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-164K- 6.0% |
$90.5M - $101M
|
2.57M
$1.61B
|