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 13, 2025
Q1 2025
|
Kaleidoscope Capital LP
Boston, MA |
BUY
|
- |
230+ 0.3% |
$127K - $141K
|
75.7K
$50.8M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
227+ 1.53% |
$125K - $139K
|
15.1K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
226+ 3.74% |
$125K - $139K
|
6.27K
$4.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
226+ 44.84% |
$125K - $139K
|
730
$490K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
226+ 4.01% |
$125K - $139K
|
5.86K
$3.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
225New |
$124K - $138K
|
225
$151K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
224+ 35.96% |
$124K - $137K
|
847
$569K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
223New |
$123K - $137K
|
223
$150K
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
222New |
$122K - $136K
|
222
$149K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
220+ 1.62% |
$121K - $135K
|
13.8K
$9.28M
|
|
|
May 15, 2025
Q1 2025
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
220+ 21.4% |
$121K - $135K
|
1.25K
$838K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
218+ 23.34% |
$120K - $134K
|
1.15K
$773K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
217+ 22.12% |
$120K - $133K
|
1.2K
$804K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
217+ 16.44% |
$120K - $133K
|
1.54K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
215+ 20.69% |
$119K - $132K
|
1.25K
$842K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
215+ 0.71% |
$119K - $132K
|
30.5K
$20.5M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
214+ 6.45% |
$118K - $131K
|
3.53K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
214+ 0.99% |
$118K - $131K
|
21.9K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
213+ 28.48% |
$117K - $131K
|
961
$645K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
212+ 2.27% |
$117K - $130K
|
9.55K
$6.41M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
212+ 0.87% |
$117K - $130K
|
24.5K
$16.5M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
211+ 5.95% |
$116K - $129K
|
3.76K
$2.52M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
211+ 13.86% |
$116K - $129K
|
1.73K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
211+ 58.13% |
$116K - $129K
|
574
$385K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
210+ 28.04% |
$116K - $129K
|
959
$644K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
210New |
$116K - $129K
|
210
$141K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
210+ 144.83% |
$116K - $129K
|
355
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
207+ 2.3% |
$114K - $127K
|
9.21K
$6.18M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
206+ 1.69% |
$114K - $126K
|
12.4K
$8.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
205+ 12.02% |
$113K - $126K
|
1.91K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
205+ 8.2% |
$113K - $126K
|
2.71K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
205+ 5.55% |
$113K - $126K
|
3.9K
$2.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
203New |
$112K - $124K
|
203
$136K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
202+ 27.82% |
$111K - $124K
|
928
$623K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
202+ 0.39% |
$111K - $124K
|
52.6K
$35.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
201+ 0.35% |
$111K - $123K
|
56.9K
$38.2M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
201+ 6.68% |
$111K - $123K
|
3.21K
$2.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
200+ 43.96% |
$110K - $123K
|
655
$440K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
199+ 4.71% |
$110K - $122K
|
4.43K
$2.97M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
199New |
$110K - $122K
|
199
$134K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
199+ 9.76% |
$110K - $122K
|
2.24K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
199+ 7.43% |
$110K - $122K
|
2.88K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
198+ 4.17% |
$109K - $121K
|
4.95K
$3.32M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
197+ 9.73% |
$109K - $121K
|
2.22K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
196+ 4.94% |
$108K - $120K
|
4.16K
$2.79M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
196+ 8.75% |
$108K - $120K
|
2.44K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
195+ 33.33% |
$108K - $120K
|
780
$524K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
195+ 0.28% |
$108K - $120K
|
69K
$46.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
193+ 301.56% |
$106K - $118K
|
257
$173K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
190+ 30.35% |
$105K - $116K
|
816
$548K
|