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 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.12K+ 14.18% |
$616K - $685K
|
9K
$5.33M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
1.11KNew |
$613K - $681K
|
1.11K
$659K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.08K+ 31.44% |
$595K - $661K
|
4.51K
$2.68M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
1.08K+ 130.23% |
$594K - $660K
|
1.9K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
1.07KNew |
$589K - $655K
|
1.07K
$634K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.07K+ 95.87% |
$589K - $655K
|
2.18K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.06K+ 28.23% |
$586K - $651K
|
4.82K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
1.06K+ 0.58% |
$583K - $648K
|
183K
$108M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.06K+ 0.75% |
$583K - $648K
|
142K
$84.1M
|
|
|
May 15, 2025
Q1 2025
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.05KNew |
$581K - $645K
|
1.05K
$624K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.05K+ 8.57% |
$580K - $645K
|
13.3K
$7.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.05K+ 63.35% |
$580K - $644K
|
2.71K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.05K+ 6.31% |
$579K - $644K
|
17.7K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.05K+ 7.03% |
$578K - $643K
|
16K
$9.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.05K+ 4.89% |
$577K - $641K
|
22.4K
$13.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.04K+ 17.98% |
$576K - $640K
|
6.85K
$4.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
1.04K+ 8.18% |
$576K - $640K
|
13.8K
$8.19M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.04K+ 8.24% |
$573K - $637K
|
13.7K
$8.1M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.04K+ 3.83% |
$572K - $636K
|
28.1K
$16.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.03K+ 2.6% |
$567K - $631K
|
40.6K
$24.1M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.03K+ 3.92% |
$567K - $630K
|
27.2K
$16.1M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
1.03K+ 132.94% |
$565K - $628K
|
1.8K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.02K+ 2.03% |
$561K - $623K
|
51.1K
$30.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.02K+ 16.47% |
$560K - $623K
|
7.19K
$4.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
1.02K+ 8.67% |
$560K - $622K
|
12.7K
$7.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.01K+ 27.93% |
$559K - $622K
|
4.65K
$2.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
1.01K+ 14.24% |
$558K - $620K
|
8.12K
$4.82M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1KNew |
$552K - $614K
|
1K
$594K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
993+ 21.81% |
$548K - $609K
|
5.55K
$3.29M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
992New |
$547K - $608K
|
992
$588K
|
|
|
May 06, 2025
Q1 2025
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
991+ 16.41% |
$546K - $607K
|
7.03K
$4.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
985+ 9.68% |
$543K - $604K
|
11.2K
$6.62M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
984+ 13.95% |
$543K - $603K
|
8.04K
$4.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
983+ 4.32% |
$542K - $603K
|
23.7K
$14.1M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
970+ 163.3% |
$535K - $595K
|
1.56K
$928K
|
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
969+ 146.37% |
$534K - $594K
|
1.63K
$967K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
967+ 4.04% |
$533K - $593K
|
24.9K
$14.8M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
966+ 7.2% |
$533K - $592K
|
14.4K
$8.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
958+ 2.59% |
$528K - $587K
|
38K
$22.5M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
951+ 2.97% |
$524K - $583K
|
33K
$19.6M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
950+ 14.22% |
$524K - $582K
|
7.63K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
949+ 52.26% |
$523K - $582K
|
2.77K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
948+ 55.86% |
$523K - $581K
|
2.65K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
947+ 132.63% |
$522K - $580K
|
1.66K
$985K
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
936New |
$516K - $574K
|
936
$555K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
933+ 1.45% |
$514K - $572K
|
65.5K
$38.8M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
930+ 28.91% |
$513K - $570K
|
4.15K
$2.46M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
927+ 2.42% |
$511K - $568K
|
39.2K
$23.3M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
920New |
$507K - $564K
|
920
$546K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
918+ 3.81% |
$506K - $563K
|
25K
$14.8M
|