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 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.85K+ 2.52% |
$1.02M - $1.14M
|
75.5K
$49.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.84K+ 425.99% |
$1.01M - $1.13M
|
2.27K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.83K+ 7.34% |
$1.01M - $1.12M
|
26.7K
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.82K+ 16.37% |
$1M - $1.12M
|
12.9K
$8.55M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.8K+ 1.88% |
$994K - $1.11M
|
97.7K
$64.6M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.79K+ 51.23% |
$988K - $1.1M
|
5.29K
$3.49M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.79K+ 1.16% |
$984K - $1.09M
|
156K
$103M
|
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
1.77K+ 9.82% |
$975K - $1.08M
|
19.8K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
1.76KNew |
$972K - $1.08M
|
1.76K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.76K+ 3.73% |
$970K - $1.08M
|
48.9K
$32.3M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.76K+ 23.11% |
$969K - $1.08M
|
9.36K
$6.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
1.74KNew |
$958K - $1.06M
|
1.74K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.73K+ 4.16% |
$956K - $1.06M
|
43.4K
$28.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.71K+ 8.63% |
$943K - $1.05M
|
21.5K
$14.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.7K+ 6.26% |
$937K - $1.04M
|
28.8K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
1.69KNew |
$931K - $1.03M
|
1.69K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.68KNew |
$925K - $1.03M
|
1.68K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.67K+ 0.29% |
$922K - $1.02M
|
574K
$379M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.67K+ 1.72% |
$921K - $1.02M
|
98.6K
$65.1M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.67K+ 128.09% |
$920K - $1.02M
|
2.97K
$1.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.66K+ 61.88% |
$916K - $1.02M
|
4.35K
$2.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.66K+ 2.09% |
$915K - $1.02M
|
80.9K
$53.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
1.65K+ 1.36% |
$907K - $1.01M
|
122K
$80.7M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.64KNew |
$902K - $1M
|
1.64K
$1.08M
|
|
|
Aug 28, 2025
Q1 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
1.63KNew |
$899K - $999K
|
1.63K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.61K+ 11.6% |
$887K - $986K
|
15.5K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.6KNew |
$884K - $983K
|
1.6K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.59K+ 5.9% |
$879K - $977K
|
28.6K
$18.9M
|
|
|
Sep 19, 2025
Q1 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
1.58KNew |
$873K - $970K
|
1.58K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1.58K+ 289.01% |
$870K - $967K
|
2.12K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.57K+ 23.62% |
$866K - $963K
|
8.22K
$5.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.57K+ 7.68% |
$865K - $962K
|
22K
$14.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.55K+ 91.3% |
$856K - $952K
|
3.25K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.55K+ 1.73% |
$856K - $952K
|
91.5K
$60.4M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.55K+ 8.65% |
$852K - $947K
|
19.4K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.54K+ 11.91% |
$849K - $943K
|
14.5K
$9.55M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.53KNew |
$845K - $939K
|
1.53K
$1.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.53K+ 0.97% |
$841K - $935K
|
159K
$105M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.52K+ 5.25% |
$835K - $929K
|
30.4K
$20.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.51K+ 97.49% |
$835K - $928K
|
3.07K
$2.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.51K+ 152.74% |
$830K - $923K
|
2.49K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.51K+ 12.71% |
$830K - $922K
|
13.3K
$8.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.5K+ 299.2% |
$828K - $921K
|
2K
$1.32M
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.49K+ 8.13% |
$821K - $912K
|
19.8K
$13.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.49K+ 6.64% |
$819K - $911K
|
23.9K
$15.8M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.46K+ 0.54% |
$807K - $897K
|
273K
$181M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.46K+ 196.11% |
$807K - $897K
|
2.21K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.46K+ 4.25% |
$805K - $894K
|
35.8K
$23.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.45K+ 3.02% |
$801K - $890K
|
49.6K
$32.8M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.45K+ 11.88% |
$799K - $888K
|
13.6K
$9.01M
|