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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.53M+ 111324.45% |
$2.5B - $2.78B
|
4.53M
$2.54B
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50K+ 156325.0% |
$27.6M - $30.7M
|
50.1K
$28M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
37.5K+ 65.7% |
$20.7M - $23M
|
94.6K
$52.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
22.5K+ 6.07% |
$12.4M - $13.8M
|
393K
$220M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
18.4K+ 117.29% |
$10.1M - $11.3M
|
34K
$19M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
15.3K+ 66.27% |
$8.45M - $9.39M
|
38.4K
$21.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
14.8KNew |
$8.18M - $9.09M
|
14.8K
$8.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
13.8K+ 40.07% |
$7.62M - $8.47M
|
48.3K
$27M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13.6K+ 22.11% |
$7.52M - $8.36M
|
75.4K
$42.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.2K+ 22.05% |
$7.3M - $8.12M
|
73.3K
$41M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11.9K+ 84.1% |
$6.56M - $7.3M
|
26.1K
$14.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.89K+ 91.86% |
$4.9M - $5.45M
|
18.6K
$10.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.95K+ 15.86% |
$4.38M - $4.87M
|
58.1K
$32.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.49K+ 35.9% |
$4.13M - $4.59M
|
28.3K
$15.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7.48K+ 45.76% |
$4.13M - $4.59M
|
23.8K
$13.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.85K+ 4.66% |
$3.22M - $3.58M
|
131K
$73.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.82K+ 2.0% |
$3.21M - $3.56M
|
297K
$166M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.62K+ 18.76% |
$3.1M - $3.44M
|
35.6K
$19.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.39K+ 75.03% |
$2.97M - $3.3M
|
12.6K
$7.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.38KNew |
$2.97M - $3.3M
|
5.38K
$3.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.91K+ 21.14% |
$2.71M - $3.01M
|
28.1K
$15.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.83KNew |
$2.66M - $2.96M
|
4.83K
$2.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
4.44K+ 15.99% |
$2.45M - $2.72M
|
32.2K
$18M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.96K+ 75.57% |
$2.18M - $2.43M
|
9.19K
$5.14M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.93K+ 4.54% |
$2.17M - $2.41M
|
90.5K
$50.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.36K+ 18.48% |
$1.85M - $2.06M
|
21.5K
$12M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.23K+ 448.19% |
$1.78M - $1.98M
|
3.95K
$2.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.69K+ 9.56% |
$1.48M - $1.65M
|
30.8K
$17.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.53KNew |
$1.4M - $1.55M
|
2.53K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.42K+ 14.35% |
$1.33M - $1.48M
|
19.3K
$10.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.34K+ 4.47% |
$1.29M - $1.43M
|
54.7K
$30.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
2.18K+ 19.27% |
$1.2M - $1.34M
|
13.5K
$7.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.03K+ 232.34% |
$1.12M - $1.24M
|
2.9K
$1.62M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.79K+ 1.16% |
$984K - $1.09M
|
156K
$87.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.7K+ 6.26% |
$937K - $1.04M
|
28.8K
$16.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.66K+ 2.09% |
$915K - $1.02M
|
80.9K
$45.2M
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.49K+ 8.13% |
$821K - $912K
|
19.8K
$11.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.49K+ 6.64% |
$819K - $911K
|
23.9K
$13.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.46K+ 196.11% |
$807K - $897K
|
2.21K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
1.37K+ 2.77% |
$757K - $842K
|
50.9K
$28.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 130.53% |
$660K - $734K
|
2.11K
$1.18M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.14K+ 2.98% |
$629K - $699K
|
39.4K
$22M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.13K+ 17.27% |
$621K - $690K
|
7.65K
$4.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.01K+ 27.93% |
$559K - $622K
|
4.65K
$2.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
887+ 1.63% |
$489K - $544K
|
55.4K
$31M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
874+ 3.48% |
$482K - $536K
|
26K
$14.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
867+ 2.09% |
$478K - $531K
|
42.3K
$23.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
856+ 3.84% |
$472K - $525K
|
23.1K
$12.9M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
838+ 14.77% |
$462K - $514K
|
6.51K
$3.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
752+ 188.47% |
$415K - $461K
|
1.15K
$644K
|