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 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
292+ 17.58% |
$161K - $179K
|
1.95K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
292+ 49.08% |
$161K - $179K
|
887
$595K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
292+ 2.66% |
$161K - $179K
|
11.3K
$7.57M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
291+ 0.65% |
$160K - $178K
|
44.9K
$30.1M
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
291+ 0.52% |
$160K - $178K
|
55.9K
$37.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
286+ 16.47% |
$158K - $175K
|
2.02K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
286+ 12.69% |
$158K - $175K
|
2.54K
$1.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
285+ 8.51% |
$157K - $175K
|
3.64K
$2.44M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
285+ 12.21% |
$157K - $175K
|
2.62K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
282+ 5.69% |
$156K - $173K
|
5.24K
$3.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
279+ 0.54% |
$154K - $171K
|
51.5K
$34.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
277+ 1.12% |
$153K - $170K
|
25K
$16.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
274+ 10.9% |
$151K - $168K
|
2.79K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
274+ 16.29% |
$151K - $168K
|
1.96K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
273+ 14.04% |
$151K - $167K
|
2.22K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
272+ 71.02% |
$150K - $167K
|
655
$440K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
271+ 13.14% |
$149K - $166K
|
2.33K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
267+ 60.0% |
$147K - $164K
|
712
$478K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
267+ 2.64% |
$147K - $164K
|
10.4K
$6.97M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
267+ 3.26% |
$147K - $164K
|
8.45K
$5.67M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
267+ 0.22% |
$147K - $164K
|
124K
$83.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
265+ 36.96% |
$146K - $162K
|
982
$659K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
264+ 10.26% |
$146K - $162K
|
2.84K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
261+ 0.96% |
$144K - $160K
|
27.5K
$18.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
259+ 7.92% |
$143K - $159K
|
3.53K
$2.37M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
258+ 0.16% |
$142K - $158K
|
159K
$107M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
255+ 66.06% |
$141K - $156K
|
641
$430K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
255+ 1.41% |
$141K - $156K
|
18.3K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
253+ 12.07% |
$140K - $155K
|
2.35K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
253+ 7.65% |
$140K - $155K
|
3.56K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
253+ 17.67% |
$140K - $155K
|
1.69K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
249+ 0.96% |
$137K - $153K
|
26.3K
$17.6M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
248+ 175.89% |
$137K - $152K
|
389
$261K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
245+ 1.0% |
$135K - $150K
|
24.7K
$16.6M
|
|
|
May 13, 2025
Q1 2025
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
243New |
$134K - $149K
|
243
$163K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
242+ 5.34% |
$133K - $148K
|
4.78K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
242+ 9.32% |
$133K - $148K
|
2.84K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
241+ 1.24% |
$133K - $148K
|
19.6K
$13.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
239+ 2.78% |
$132K - $146K
|
8.84K
$5.93M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
239+ 1.19% |
$132K - $146K
|
20.3K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
239+ 4.72% |
$132K - $146K
|
5.3K
$3.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
236+ 11.95% |
$130K - $145K
|
2.21K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
236+ 9.07% |
$130K - $145K
|
2.84K
$1.91M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
236+ 4.58% |
$130K - $145K
|
5.39K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
234+ 17.89% |
$129K - $143K
|
1.54K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
233New |
$128K - $143K
|
233
$156K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
232+ 0.53% |
$128K - $142K
|
43.7K
$29.3M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
232+ 2.71% |
$128K - $142K
|
8.8K
$5.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
231+ 0.19% |
$127K - $142K
|
123K
$82.6M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
230+ 7.44% |
$127K - $141K
|
3.32K
$2.23M
|