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 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.45K+ 20.11% |
$797K - $886K
|
8.63K
$5.79M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.43K+ 1.53% |
$790K - $878K
|
94.9K
$63.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.42K+ 10.91% |
$785K - $873K
|
14.5K
$9.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
BUY
|
- |
1.41K+ 48.32% |
$779K - $866K
|
4.34K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.41K+ 1187.39% |
$779K - $866K
|
1.53K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.4K+ 10.05% |
$774K - $861K
|
15.4K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.4K+ 46.31% |
$774K - $861K
|
4.44K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.39K+ 0.93% |
$768K - $854K
|
152K
$102M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.37K+ 3.53% |
$758K - $842K
|
40.3K
$27.1M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
1.37K+ 2.77% |
$757K - $842K
|
50.9K
$34.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
1.36K+ 228.31% |
$752K - $835K
|
1.96K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.36K+ 12.68% |
$749K - $833K
|
12.1K
$8.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.36K+ 28.73% |
$748K - $831K
|
6.08K
$4.08M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.35K+ 1.45% |
$747K - $830K
|
94.5K
$63.4M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.35KNew |
$747K - $830K
|
1.35K
$909K
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.35K+ 1.58% |
$744K - $827K
|
86.6K
$58.1M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.35K+ 1.8% |
$744K - $827K
|
76.2K
$51.1M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.34K+ 13.59% |
$736K - $818K
|
11.2K
$7.49M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.33K+ 1.15% |
$736K - $818K
|
118K
$78.9M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.33K+ 36.65% |
$734K - $816K
|
4.96K
$3.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.31K+ 11.76% |
$723K - $804K
|
12.5K
$8.37M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.3K+ 2.65% |
$718K - $798K
|
50.3K
$33.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.3K+ 1.44% |
$717K - $797K
|
91.5K
$61.4M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
1.3K+ 4.38% |
$715K - $795K
|
30.9K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1.29KNew |
$709K - $788K
|
1.29K
$863K
|
|
|
Oct 01, 2025
Q1 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
1.28K+ 2.72% |
$706K - $785K
|
48.3K
$32.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.28K+ 5.67% |
$704K - $783K
|
23.8K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.27K+ 14.57% |
$701K - $780K
|
10K
$6.71M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.27K+ 8.03% |
$700K - $778K
|
17.1K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.27K+ 6.94% |
$699K - $777K
|
19.5K
$13.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.27K+ 32.63% |
$698K - $775K
|
5.14K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
1.26K+ 1.56% |
$694K - $772K
|
82.2K
$55.2M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.25K+ 2.43% |
$689K - $766K
|
52.7K
$35.4M
|
|
|
May 15, 2025
Q1 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
1.25KNew |
$689K - $766K
|
1.25K
$839K
|
|
|
May 01, 2025
Q1 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
1.25K+ 43.03% |
$688K - $764K
|
4.15K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.24KNew |
$684K - $761K
|
1.24K
$833K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.23K+ 5.17% |
$677K - $752K
|
25K
$16.8M
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.22K+ 3.83% |
$675K - $750K
|
33.2K
$22.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
1.22K+ 15.28% |
$673K - $748K
|
9.21K
$6.18M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.22K+ 2.16% |
$673K - $748K
|
57.7K
$38.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.21K+ 4.06% |
$666K - $740K
|
30.9K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1.2KNew |
$663K - $737K
|
1.2K
$808K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 130.53% |
$660K - $734K
|
2.11K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
1.19K+ 5.99% |
$654K - $727K
|
21K
$14.1M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.18KNew |
$652K - $725K
|
1.18K
$794K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.18K+ 10.44% |
$651K - $724K
|
12.5K
$8.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.18K+ 190.29% |
$648K - $721K
|
1.79K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.17K+ 8.37% |
$647K - $720K
|
15.2K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.17K+ 18.28% |
$647K - $719K
|
7.59K
$5.1M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.17K+ 2.72% |
$642K - $714K
|
44K
$29.5M
|