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
|
Essex LLC
|
BUY
|
- |
15+ 0.25% |
$8.27K - $9.19K
|
5.98K
$3.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
15+ 0.62% |
$8.27K - $9.19K
|
2.44K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
15+ 0.08% |
$8.27K - $9.19K
|
17.8K
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.98% |
$8.27K - $9.19K
|
1.55K
$875K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
15+ 0.22% |
$8.27K - $9.19K
|
6.96K
$3.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
14+ 3.57% |
$7.72K - $8.58K
|
406
$229K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14+ 0.38% |
$7.72K - $8.58K
|
3.74K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
14+ 0.18% |
$7.72K - $8.58K
|
7.98K
$4.5M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
14+ 2.02% |
$7.72K - $8.58K
|
707
$398K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
14+ 1.17% |
$7.72K - $8.58K
|
1.21K
$680K
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
13+ 2.73% |
$7.17K - $7.97K
|
489
$276K
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
13+ 1.38% |
$7.17K - $7.97K
|
954
$538K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
13+ 1.03% |
$7.17K - $7.97K
|
1.28K
$722K
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
13+ 0.36% |
$7.17K - $7.97K
|
3.64K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
13+ 0.59% |
$7.17K - $7.97K
|
2.23K
$1.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
12+ 4.04% |
$6.62K - $7.36K
|
309
$174K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
12+ 0.21% |
$6.62K - $7.36K
|
5.77K
$3.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12+ 0.58% |
$6.62K - $7.36K
|
2.07K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
12+ 0.18% |
$6.62K - $7.36K
|
6.83K
$3.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
12+ 0.71% |
$6.62K - $7.36K
|
1.7K
$958K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
11+ 0.31% |
$6.07K - $6.74K
|
3.52K
$1.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
11+ 0.01% |
$6.07K - $6.74K
|
202K
$114M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.18% |
$6.07K - $6.74K
|
6.07K
$3.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
11+ 0.33% |
$6.07K - $6.74K
|
3.34K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
11+ 2.18% |
$6.07K - $6.74K
|
515
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
11+ 2.66% |
$6.07K - $6.74K
|
425
$239K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
11+ 0.25% |
$6.07K - $6.74K
|
4.47K
$2.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11+ 0.08% |
$6.07K - $6.74K
|
14.6K
$8.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
11+ 0.97% |
$6.07K - $6.74K
|
1.14K
$644K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
10+ 1.02% |
$5.51K - $6.13K
|
991
$558K
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
10+ 2.06% |
$5.51K - $6.13K
|
496
$280K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
10+ 0.79% |
$5.51K - $6.13K
|
1.28K
$720K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10+ 0.15% |
$5.51K - $6.13K
|
6.51K
$3.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
10+ 0.07% |
$5.51K - $6.13K
|
15.2K
$8.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
10+ 1.04% |
$5.51K - $6.13K
|
967
$545K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
10+ 0.86% |
$5.51K - $6.13K
|
1.18K
$663K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
9+ 4.64% |
$4.96K - $5.52K
|
203
$114K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
9+ 0.54% |
$4.96K - $5.52K
|
1.68K
$944K
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
8+ 0.63% |
$4.41K - $4.9K
|
1.28K
$719K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
8+ 1.59% |
$4.41K - $4.9K
|
512
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8+ 0.23% |
$4.41K - $4.9K
|
3.41K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
8+ 0.81% |
$4.41K - $4.9K
|
990
$558K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
8+ 1.37% |
$4.41K - $4.9K
|
590
$332K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
7+ 0.2% |
$3.86K - $4.29K
|
3.53K
$1.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7+ 0.11% |
$3.86K - $4.29K
|
6.59K
$3.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7+ 13.46% |
$3.86K - $4.29K
|
59
$33.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
7+ 0.79% |
$3.86K - $4.29K
|
892
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
7+ 0.24% |
$3.86K - $4.29K
|
2.91K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.26% |
$3.86K - $4.29K
|
2.68K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
7+ 0.61% |
$3.86K - $4.29K
|
1.15K
$646K
|