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 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
7+ 0.97% |
$3.86K - $4.29K
|
729
$411K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$3.31K - $3.68K
|
3.36K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
6+ 0.24% |
$3.31K - $3.68K
|
2.52K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.06% |
$3.31K - $3.68K
|
9.33K
$5.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
6+ 1.46% |
$3.31K - $3.68K
|
418
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
6+ 0.59% |
$3.31K - $3.68K
|
1.02K
$576K
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
6+ 0.69% |
$3.31K - $3.68K
|
871
$491K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
6+ 0.65% |
$3.31K - $3.68K
|
923
$520K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6+ 0.46% |
$3.31K - $3.68K
|
1.3K
$731K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
5+ 0.6% |
$2.76K - $3.06K
|
838
$472K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
5+ 0.31% |
$2.76K - $3.06K
|
1.61K
$909K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5+ 1.12% |
$2.76K - $3.06K
|
452
$255K
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
5+ 0.37% |
$2.76K - $3.06K
|
1.35K
$758K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5+ 0.27% |
$2.76K - $3.06K
|
1.84K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
5+ 0.3% |
$2.76K - $3.06K
|
1.68K
$947K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5+ 0.42% |
$2.76K - $3.06K
|
1.19K
$668K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5+ 0.37% |
$2.76K - $3.06K
|
1.36K
$768K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5+ 0.03% |
$2.76K - $3.06K
|
18.1K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
5+ 0.43% |
$2.76K - $3.06K
|
1.17K
$659K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
5+ 0.05% |
$2.76K - $3.06K
|
9.4K
$5.3M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
5+ 0.32% |
$2.76K - $3.06K
|
1.57K
$886K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
5+ 8.93% |
$2.76K - $3.06K
|
61
$34.4K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
5+ 0.26% |
$2.76K - $3.06K
|
1.9K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 1.2% |
$2.21K - $2.45K
|
337
$190K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.02% |
$2.21K - $2.45K
|
16K
$9.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4+ 0.08% |
$2.21K - $2.45K
|
4.75K
$2.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
4+ 0.02% |
$2.21K - $2.45K
|
16.7K
$9.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4+ 0.09% |
$2.21K - $2.45K
|
4.5K
$2.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.32% |
$2.21K - $2.45K
|
1.25K
$702K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4+ 0.79% |
$2.21K - $2.45K
|
511
$288K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
4+ 0.37% |
$2.21K - $2.45K
|
1.09K
$616K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4+ 0.48% |
$2.21K - $2.45K
|
832
$469K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4+ 0.18% |
$2.21K - $2.45K
|
2.2K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.43% |
$2.21K - $2.45K
|
944
$532K
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3+ 0.29% |
$1.65K - $1.84K
|
1.06K
$595K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
3+ 0.06% |
$1.65K - $1.84K
|
5.44K
$3.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3+ 0.46% |
$1.65K - $1.84K
|
657
$370K
|
|
|
Apr 17, 2025
Q1 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
3+ 0.14% |
$1.65K - $1.84K
|
2.22K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
3+ 0.82% |
$1.65K - $1.84K
|
368
$207K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
3+ 0.07% |
$1.65K - $1.84K
|
4.37K
$2.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
3+ 0.11% |
$1.65K - $1.84K
|
2.62K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
3New |
$1.65K - $1.84K
|
3
$1.69K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3+ 0.23% |
$1.65K - $1.84K
|
1.28K
$724K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
3+ 0.28% |
$1.65K - $1.84K
|
1.07K
$602K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
3+ 0.12% |
$1.65K - $1.84K
|
2.55K
$1.44M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
2+ 0.17% |
$1.1K - $1.23K
|
1.18K
$662K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.24% |
$1.1K - $1.23K
|
843
$475K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 0.27% |
$1.1K - $1.23K
|
743
$419K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.4% |
$1.1K - $1.23K
|
502
$283K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.08% |
$1.1K - $1.23K
|
2.51K
$1.41M
|