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
$2.39B
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
546K+ 203.98% |
$301M - $335M
|
814K
$428M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
83.9K+ 60.77% |
$46.3M - $51.4M
|
222K
$117M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50K+ 156325.0% |
$27.6M - $30.7M
|
50.1K
$26.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
37.5K+ 65.7% |
$20.7M - $23M
|
94.6K
$49.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
31.5K+ 98.81% |
$17.4M - $19.3M
|
63.4K
$33.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29.8K+ 54.24% |
$16.4M - $18.2M
|
84.7K
$44.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
27.5K+ 5.44% |
$15.2M - $16.9M
|
533K
$280M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
22.5K+ 6.07% |
$12.4M - $13.8M
|
393K
$207M
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
21.8KNew |
$12M - $13.4M
|
21.8K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
18.9K+ 25.17% |
$10.4M - $11.6M
|
94.1K
$49.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
18.4K+ 117.29% |
$10.1M - $11.3M
|
34K
$17.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
17.4K+ 27.2% |
$9.58M - $10.6M
|
81.3K
$42.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
15.3K+ 66.27% |
$8.45M - $9.39M
|
38.4K
$20.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
14.8KNew |
$8.18M - $9.09M
|
14.8K
$7.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
13.8K+ 40.07% |
$7.62M - $8.47M
|
48.3K
$25.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13.6K+ 22.11% |
$7.52M - $8.36M
|
75.4K
$39.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.2K+ 22.05% |
$7.3M - $8.12M
|
73.3K
$38.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11.9K+ 84.1% |
$6.56M - $7.3M
|
26.1K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Ppsc Investment Service Corp
Tokyo, M0 |
BUY
|
- |
11.9K+ 3.78% |
$6.55M - $7.28M
|
326K
$172M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.9KNew |
$5.99M - $6.66M
|
10.9K
$5.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.89K+ 91.86% |
$4.9M - $5.45M
|
18.6K
$9.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.95K+ 15.86% |
$4.38M - $4.87M
|
58.1K
$30.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.95K+ 63.92% |
$4.38M - $4.87M
|
20.4K
$10.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.49K+ 35.9% |
$4.13M - $4.59M
|
28.3K
$14.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7.48K+ 45.76% |
$4.13M - $4.59M
|
23.8K
$12.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.15K+ 4.57% |
$3.94M - $4.38M
|
164K
$86.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.81K+ 16.93% |
$3.75M - $4.17M
|
47K
$24.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.63K+ 9.49% |
$3.66M - $4.07M
|
76.5K
$40.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.98K+ 10.31% |
$3.29M - $3.66M
|
63.9K
$33.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.94K+ 2.28% |
$3.27M - $3.64M
|
267K
$141M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.85K+ 4.66% |
$3.22M - $3.58M
|
131K
$69.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.82K+ 2.0% |
$3.21M - $3.56M
|
297K
$156M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.62K+ 18.76% |
$3.1M - $3.44M
|
35.6K
$18.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.39K+ 75.03% |
$2.97M - $3.3M
|
12.6K
$6.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.38KNew |
$2.97M - $3.3M
|
5.38K
$2.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.91K+ 21.14% |
$2.71M - $3.01M
|
28.1K
$14.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.83KNew |
$2.66M - $2.96M
|
4.83K
$2.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
4.68K+ 8.05% |
$2.58M - $2.87M
|
62.8K
$33.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.49K+ 40.56% |
$2.48M - $2.75M
|
15.6K
$8.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
4.44K+ 15.99% |
$2.45M - $2.72M
|
32.2K
$17M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.23K+ 201.14% |
$2.33M - $2.59M
|
6.33K
$3.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.96K+ 75.57% |
$2.18M - $2.43M
|
9.19K
$4.84M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.93K+ 4.54% |
$2.17M - $2.41M
|
90.5K
$47.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.89KNew |
$2.15M - $2.39M
|
3.89K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.89K+ 0.59% |
$2.14M - $2.38M
|
659K
$347M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.68K+ 19.18% |
$2.03M - $2.26M
|
22.9K
$12M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.36K+ 18.48% |
$1.85M - $2.06M
|
21.5K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.32K+ 17.08% |
$1.83M - $2.03M
|
22.8K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.31K+ 6.75% |
$1.83M - $2.03M
|
52.4K
$27.6M
|