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 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
48+ 28.07% |
$26.5K - $29.4K
|
219
$123K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
46+ 2.41% |
$25.4K - $28.2K
|
1.95K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
46+ 1.53% |
$25.4K - $28.2K
|
3.06K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
45+ 0.28% |
$24.8K - $27.6K
|
16.1K
$9.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
45+ 9.91% |
$24.8K - $27.6K
|
499
$281K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
45+ 2.66% |
$24.8K - $27.6K
|
1.73K
$977K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
45+ 9.83% |
$24.8K - $27.6K
|
503
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
45+ 0.48% |
$24.8K - $27.6K
|
9.35K
$5.27M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
45+ 0.38% |
$24.8K - $27.6K
|
11.8K
$6.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
44+ 0.92% |
$24.3K - $27K
|
4.85K
$2.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
42+ 0.74% |
$23.2K - $25.7K
|
5.68K
$3.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
41+ 0.98% |
$22.6K - $25.1K
|
4.21K
$2.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
41+ 0.57% |
$22.6K - $25.1K
|
7.25K
$4.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
40+ 1.68% |
$22.1K - $24.5K
|
2.43K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
40+ 2.92% |
$22.1K - $24.5K
|
1.41K
$795K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
39+ 2.11% |
$21.5K - $23.9K
|
1.89K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
39+ 1.02% |
$21.5K - $23.9K
|
3.88K
$2.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
38+ 1.2% |
$21K - $23.3K
|
3.22K
$1.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
38+ 1.68% |
$21K - $23.3K
|
2.3K
$1.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
36+ 1.93% |
$19.9K - $22.1K
|
1.91K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
36+ 4.05% |
$19.9K - $22.1K
|
924
$521K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
36+ 2.74% |
$19.9K - $22.1K
|
1.35K
$760K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
35+ 1.54% |
$19.3K - $21.5K
|
2.31K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
35+ 2.65% |
$19.3K - $21.5K
|
1.36K
$764K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
35+ 0.82% |
$19.3K - $21.5K
|
4.3K
$2.42M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 3.41% |
$19.3K - $21.5K
|
1.06K
$597K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
34+ 0.49% |
$18.7K - $20.8K
|
6.97K
$3.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
34+ 3.18% |
$18.7K - $20.8K
|
1.1K
$622K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
33+ 5.09% |
$18.2K - $20.2K
|
681
$384K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
33+ 2.05% |
$18.2K - $20.2K
|
1.65K
$927K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
32+ 7.41% |
$17.6K - $19.6K
|
464
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31+ 3.47% |
$17.1K - $19K
|
924
$521K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
30+ 5.74% |
$16.5K - $18.4K
|
553
$312K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
30+ 0.4% |
$16.5K - $18.4K
|
7.47K
$4.21M
|
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
30+ 6.61% |
$16.5K - $18.4K
|
484
$273K
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
29+ 0.14% |
$16K - $17.8K
|
20.4K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
29+ 2.75% |
$16K - $17.8K
|
1.08K
$610K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
29+ 1.44% |
$16K - $17.8K
|
2.04K
$1.15M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
28+ 2.22% |
$15.4K - $17.2K
|
1.29K
$725K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
28+ 0.74% |
$15.4K - $17.2K
|
3.8K
$2.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
28+ 0.75% |
$15.4K - $17.2K
|
3.78K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
28+ 4.82% |
$15.4K - $17.2K
|
609
$343K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
28+ 0.4% |
$15.4K - $17.2K
|
7.01K
$3.95M
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
28+ 1.01% |
$15.4K - $17.2K
|
2.79K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
27+ 2.9% |
$14.9K - $16.5K
|
957
$539K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
27+ 2.39% |
$14.9K - $16.5K
|
1.16K
$651K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
27+ 0.33% |
$14.9K - $16.5K
|
8.26K
$4.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
27+ 3.07% |
$14.9K - $16.5K
|
906
$511K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
26+ 1.36% |
$14.3K - $15.9K
|
1.94K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
26+ 0.26% |
$14.3K - $15.9K
|
9.99K
$5.63M
|