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
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
26+ 0.63% |
$14.3K - $15.9K
|
4.17K
$2.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
26+ 2.37% |
$14.3K - $15.9K
|
1.12K
$632K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
26+ 0.94% |
$14.3K - $15.9K
|
2.8K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
25+ 0.12% |
$13.8K - $15.3K
|
21.2K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
25+ 6.89% |
$13.8K - $15.3K
|
388
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
24+ 1.94% |
$13.2K - $14.7K
|
1.26K
$711K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
24+ 1.67% |
$13.2K - $14.7K
|
1.46K
$823K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
24+ 1.1% |
$13.2K - $14.7K
|
2.21K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
24+ 13.56% |
$13.2K - $14.7K
|
201
$113K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
23+ 0.44% |
$12.7K - $14.1K
|
5.23K
$2.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
23+ 0.62% |
$12.7K - $14.1K
|
3.75K
$2.12M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
23New |
$12.7K - $14.1K
|
23
$13K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
23+ 0.82% |
$12.7K - $14.1K
|
2.83K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
22+ 0.8% |
$12.1K - $13.5K
|
2.77K
$1.56M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
22+ 0.31% |
$12.1K - $13.5K
|
7.2K
$4.06M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
22+ 4.2% |
$12.1K - $13.5K
|
546
$308K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
21+ 0.59% |
$11.6K - $12.9K
|
3.59K
$2.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
21+ 0.48% |
$11.6K - $12.9K
|
4.44K
$2.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
21+ 13.82% |
$11.6K - $12.9K
|
173
$97.5K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
21+ 2.34% |
$11.6K - $12.9K
|
919
$518K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.26% |
$11K - $12.3K
|
7.7K
$4.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
20+ 3.57% |
$11K - $12.3K
|
580
$327K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
20+ 0.7% |
$11K - $12.3K
|
2.87K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
20+ 3.67% |
$11K - $12.3K
|
565
$318K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
20+ 0.22% |
$11K - $12.3K
|
9.13K
$5.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
20+ 0.65% |
$11K - $12.3K
|
3.1K
$1.75M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
19+ 0.65% |
$10.5K - $11.6K
|
2.92K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
19+ 0.26% |
$10.5K - $11.6K
|
7.35K
$4.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
19+ 2.64% |
$10.5K - $11.6K
|
739
$416K
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
19+ 1.09% |
$10.5K - $11.6K
|
1.77K
$996K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
19+ 0.17% |
$10.5K - $11.6K
|
11.4K
$6.45M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
19+ 4.73% |
$10.5K - $11.6K
|
421
$237K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
19+ 0.2% |
$10.5K - $11.6K
|
9.39K
$5.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
18+ 0.5% |
$9.93K - $11K
|
3.64K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
18+ 0.47% |
$9.93K - $11K
|
3.88K
$2.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
18+ 1.26% |
$9.93K - $11K
|
1.45K
$814K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
18+ 1.87% |
$9.93K - $11K
|
980
$552K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
18+ 3.41% |
$9.93K - $11K
|
546
$308K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
18+ 1.95% |
$9.93K - $11K
|
941
$530K
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
17New |
$9.37K - $10.4K
|
17
$9.58K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
17+ 1.01% |
$9.37K - $10.4K
|
1.7K
$960K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
17+ 0.1% |
$9.37K - $10.4K
|
16.6K
$9.35M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
16+ 3.49% |
$8.82K - $9.81K
|
475
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
15+ 0.65% |
$8.27K - $9.19K
|
2.31K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.15% |
$8.27K - $9.19K
|
9.82K
$5.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
15+ 1.67% |
$8.27K - $9.19K
|
912
$514K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
15+ 0.12% |
$8.27K - $9.19K
|
12.1K
$6.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
15+ 2.35% |
$8.27K - $9.19K
|
654
$369K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
15+ 5.7% |
$8.27K - $9.19K
|
278
$157K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
15+ 0.25% |
$8.27K - $9.19K
|
6.07K
$3.42M
|