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 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
140+ 3.03% |
$77.2K - $85.8K
|
4.75K
$2.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
139+ 2.4% |
$76.6K - $85.2K
|
5.94K
$3.35M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
139+ 4.5% |
$76.6K - $85.2K
|
3.23K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
136+ 0.77% |
$75K - $83.4K
|
17.8K
$10M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
135+ 12.83% |
$74.4K - $82.7K
|
1.19K
$669K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
133+ 10.4% |
$73.3K - $81.5K
|
1.41K
$796K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
133+ 5.26% |
$73.3K - $81.5K
|
2.66K
$1.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
132+ 4.51% |
$72.8K - $80.9K
|
3.06K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
131+ 5.15% |
$72.2K - $80.3K
|
2.68K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
131+ 3.96% |
$72.2K - $80.3K
|
3.44K
$1.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
130+ 2.72% |
$71.7K - $79.7K
|
4.91K
$2.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
130+ 1.45% |
$71.7K - $79.7K
|
9.07K
$5.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
130+ 5.98% |
$71.7K - $79.7K
|
2.31K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
130+ 4.0% |
$71.7K - $79.7K
|
3.38K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
130+ 6.96% |
$71.7K - $79.7K
|
2K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
129+ 5.11% |
$71.1K - $79.1K
|
2.65K
$1.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
128+ 1.46% |
$70.6K - $78.5K
|
8.92K
$5.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
128+ 2.16% |
$70.6K - $78.5K
|
6.05K
$3.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
128+ 0.92% |
$70.6K - $78.5K
|
14K
$7.88M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
125+ 2.31% |
$68.9K - $76.6K
|
5.54K
$3.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
121+ 2.25% |
$66.7K - $74.2K
|
5.49K
$3.1M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
120+ 4.63% |
$66.2K - $73.6K
|
2.71K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
118+ 14.25% |
$65.1K - $72.3K
|
946
$533K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
115+ 1.7% |
$63.4K - $70.5K
|
6.89K
$3.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
115+ 3.3% |
$63.4K - $70.5K
|
3.6K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
115+ 2.46% |
$63.4K - $70.5K
|
4.78K
$2.69M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
115+ 3.86% |
$63.4K - $70.5K
|
3.09K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
115+ 7.5% |
$63.4K - $70.5K
|
1.65K
$929K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
114+ 3.51% |
$62.9K - $69.9K
|
3.36K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
114+ 2.31% |
$62.9K - $69.9K
|
5.05K
$2.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
113+ 6.16% |
$62.3K - $69.3K
|
1.95K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
112+ 3.66% |
$61.8K - $68.6K
|
3.17K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
111+ 0.78% |
$61.2K - $68K
|
14.4K
$8.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
111+ 3.18% |
$61.2K - $68K
|
3.6K
$2.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
111+ 1.18% |
$61.2K - $68K
|
9.52K
$5.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
111+ 5.58% |
$61.2K - $68K
|
2.1K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
111+ 0.68% |
$61.2K - $68K
|
16.4K
$9.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
110+ 0.87% |
$60.7K - $67.4K
|
12.7K
$7.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
108+ 0.65% |
$59.6K - $66.2K
|
16.7K
$9.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
107+ 0.5% |
$59K - $65.6K
|
21.5K
$12.1M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
106+ 2.1% |
$58.5K - $65K
|
5.16K
$2.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
105+ 1.95% |
$57.9K - $64.4K
|
5.49K
$3.1M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
102+ 14.03% |
$56.2K - $62.5K
|
829
$467K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
102+ 5.15% |
$56.2K - $62.5K
|
2.08K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
101+ 3.66% |
$55.7K - $61.9K
|
2.86K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
101+ 15.93% |
$55.7K - $61.9K
|
735
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
100+ 16.1% |
$55.1K - $61.3K
|
721
$406K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
100+ 1.17% |
$55.1K - $61.3K
|
8.66K
$4.88M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
100+ 6.37% |
$55.1K - $61.3K
|
1.67K
$942K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
99+ 3.27% |
$54.6K - $60.7K
|
3.13K
$1.76M
|