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 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
797+ 1.52% |
$439K - $489K
|
53.2K
$35.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
795+ 2.62% |
$438K - $487K
|
31.2K
$20.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
791+ 25.07% |
$436K - $485K
|
3.95K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
778+ 195.97% |
$429K - $477K
|
1.18K
$776K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
776+ 10.46% |
$428K - $476K
|
8.2K
$5.42M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
774+ 32.38% |
$427K - $474K
|
3.16K
$2.09M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
770+ 0.81% |
$425K - $472K
|
96K
$63.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
769+ 2.68% |
$424K - $471K
|
29.4K
$19.4M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
768New |
$423K - $471K
|
768
$507K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
766+ 1.73% |
$422K - $470K
|
45K
$29.7M
|
|
|
May 09, 2025
Q1 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
760+ 7.44% |
$419K - $466K
|
11K
$7.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
759New |
$419K - $465K
|
759
$501K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
753+ 2.03% |
$415K - $462K
|
37.9K
$25M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
752+ 188.47% |
$415K - $461K
|
1.15K
$760K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
751+ 12.21% |
$414K - $460K
|
6.9K
$4.56M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
750New |
$414K - $460K
|
750
$495K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
750+ 1.82% |
$414K - $460K
|
41.9K
$27.7M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
747+ 83.74% |
$412K - $458K
|
1.64K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
743+ 2.13% |
$410K - $455K
|
35.7K
$23.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
743+ 18.12% |
$410K - $455K
|
4.84K
$3.2M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
740+ 136.28% |
$408K - $454K
|
1.28K
$848K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
739New |
$407K - $453K
|
739
$488K
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
734New |
$405K - $450K
|
734
$485K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
731+ 1.4% |
$403K - $448K
|
52.9K
$34.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
728+ 16.71% |
$401K - $446K
|
5.08K
$3.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
728+ 102.25% |
$401K - $446K
|
1.44K
$951K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
726+ 3.41% |
$400K - $445K
|
22K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
726+ 40.31% |
$400K - $445K
|
2.53K
$1.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
725+ 2.18% |
$400K - $444K
|
34K
$22.5M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
725+ 14.28% |
$400K - $444K
|
5.8K
$3.83M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
722+ 13.98% |
$398K - $443K
|
5.89K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
721+ 12.27% |
$398K - $442K
|
6.6K
$4.36M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
716+ 0.4% |
$395K - $439K
|
179K
$118M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
715+ 59.48% |
$394K - $438K
|
1.92K
$1.27M
|
|
|
Sep 23, 2025
Q1 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
715+ 1.11% |
$394K - $438K
|
65.1K
$43M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
714+ 138.91% |
$394K - $438K
|
1.23K
$811K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
714+ 19.51% |
$394K - $438K
|
4.37K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
712+ 0.83% |
$393K - $436K
|
87K
$57.4M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
712+ 55.67% |
$393K - $436K
|
1.99K
$1.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
709+ 16.58% |
$391K - $435K
|
4.98K
$3.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
705+ 39.81% |
$389K - $432K
|
2.48K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
700+ 29.17% |
$386K - $429K
|
3.1K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
697+ 2.52% |
$384K - $427K
|
28.4K
$18.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
697+ 4.53% |
$384K - $427K
|
16.1K
$10.6M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
694+ 133.46% |
$383K - $425K
|
1.21K
$802K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
692+ 6.24% |
$382K - $424K
|
11.8K
$7.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
690+ 123.88% |
$380K - $423K
|
1.25K
$824K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
685+ 99.71% |
$378K - $420K
|
1.37K
$906K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
682+ 0.28% |
$376K - $418K
|
249K
$164M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
681+ 2.02% |
$376K - $417K
|
34.3K
$22.7M
|