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 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
364+ 2.01% |
$201K - $223K
|
18.4K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
361+ 3.24% |
$199K - $221K
|
11.5K
$7.71M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
360+ 19.15% |
$199K - $221K
|
2.24K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
360+ 0.21% |
$199K - $221K
|
174K
$117M
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
360+ 37.58% |
$199K - $221K
|
1.32K
$885K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
358+ 4.03% |
$197K - $219K
|
9.23K
$6.2M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
357+ 1.59% |
$197K - $219K
|
22.7K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
357+ 10.17% |
$197K - $219K
|
3.87K
$2.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
356+ 0.55% |
$196K - $218K
|
65.4K
$43.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
355+ 0.96% |
$196K - $218K
|
37.2K
$24.9M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
355+ 1.81% |
$196K - $218K
|
20K
$13.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
352+ 48.22% |
$194K - $216K
|
1.08K
$726K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
350+ 2.69% |
$193K - $215K
|
13.4K
$8.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Sitrin Capital Management LLC
|
BUY
|
- |
350+ 2.75% |
$193K - $215K
|
13.1K
$8.78M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
350+ 29.49% |
$193K - $215K
|
1.54K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
348+ 49.5% |
$192K - $213K
|
1.05K
$706K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
348+ 1.27% |
$192K - $213K
|
27.7K
$18.6M
|
|
|
Aug 13, 2025
Q1 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
344+ 10.3% |
$190K - $211K
|
3.68K
$2.47M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
343+ 0.18% |
$189K - $210K
|
187K
$125M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
341New |
$188K - $209K
|
341
$229K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
341+ 3.46% |
$188K - $209K
|
10.2K
$6.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
339+ 1.56% |
$187K - $208K
|
22K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
337+ 5.2% |
$186K - $207K
|
6.82K
$4.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
335+ 8.76% |
$185K - $205K
|
4.16K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
334+ 3.03% |
$184K - $205K
|
11.4K
$7.63M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
331+ 27.84% |
$183K - $203K
|
1.52K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
331+ 5.21% |
$183K - $203K
|
6.68K
$4.49M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
329+ 7.29% |
$181K - $202K
|
4.84K
$3.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
327+ 30.06% |
$180K - $200K
|
1.42K
$950K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
323+ 12.1% |
$178K - $198K
|
2.99K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
323+ 0.15% |
$178K - $198K
|
214K
$143M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
321+ 5.08% |
$177K - $197K
|
6.64K
$4.46M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
317+ 6.5% |
$175K - $194K
|
5.19K
$3.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
315+ 14.81% |
$174K - $193K
|
2.44K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
315+ 1.32% |
$174K - $193K
|
24.2K
$16.2M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
314+ 22.02% |
$173K - $192K
|
1.74K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
313+ 2.05% |
$173K - $192K
|
15.6K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
312+ 0.81% |
$172K - $191K
|
39K
$26.2M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
311+ 2.02% |
$171K - $191K
|
15.7K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
309+ 4.88% |
$170K - $189K
|
6.64K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
305+ 1.16% |
$168K - $187K
|
26.7K
$17.9M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
304+ 15.4% |
$168K - $186K
|
2.28K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
304+ 9.01% |
$168K - $186K
|
3.68K
$2.47M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
302+ 3.48% |
$167K - $185K
|
8.97K
$6.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
300+ 1.44% |
$165K - $184K
|
21.2K
$14.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
300+ 18.54% |
$165K - $184K
|
1.92K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
297+ 7.25% |
$164K - $182K
|
4.4K
$2.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
295+ 36.83% |
$163K - $181K
|
1.1K
$736K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
295+ 2.87% |
$163K - $181K
|
10.6K
$7.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
294+ 18.41% |
$162K - $180K
|
1.89K
$1.27M
|