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 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
190+ 1.41% |
$105K - $116K
|
13.7K
$9.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
190+ 2.04% |
$105K - $116K
|
9.5K
$6.38M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
190+ 12.09% |
$105K - $116K
|
1.76K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
189+ 6.1% |
$104K - $116K
|
3.29K
$2.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
189+ 27.23% |
$104K - $116K
|
883
$593K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
189+ 32.64% |
$104K - $116K
|
768
$516K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
188+ 26.26% |
$104K - $115K
|
904
$607K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
188+ 7.98% |
$104K - $115K
|
2.54K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
187+ 9.94% |
$103K - $115K
|
2.07K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
187+ 12.24% |
$103K - $115K
|
1.72K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
186+ 5.18% |
$103K - $114K
|
3.78K
$2.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
185+ 1.2% |
$102K - $113K
|
15.6K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
183+ 7.16% |
$101K - $112K
|
2.74K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
183+ 21.21% |
$101K - $112K
|
1.05K
$702K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
183+ 1.7% |
$101K - $112K
|
10.9K
$7.35M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
182+ 0.19% |
$100K - $112K
|
96.8K
$65M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
181+ 4.95% |
$99.8K - $111K
|
3.84K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
181+ 1.59% |
$99.8K - $111K
|
11.6K
$7.76M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
180+ 43.27% |
$99.3K - $110K
|
596
$400K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
179+ 2.83% |
$98.7K - $110K
|
6.5K
$4.36M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
178+ 3.34% |
$98.2K - $109K
|
5.51K
$3.7M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
175+ 17.48% |
$96.5K - $107K
|
1.18K
$789K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
173+ 0.61% |
$95.4K - $106K
|
28.7K
$19.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
172+ 27.83% |
$94.8K - $105K
|
790
$530K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
171+ 42.96% |
$94.3K - $105K
|
569
$382K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
171+ 4.3% |
$94.3K - $105K
|
4.15K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
170+ 6.37% |
$93.7K - $104K
|
2.84K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
170+ 6.02% |
$93.7K - $104K
|
3K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
169+ 0.7% |
$93.2K - $104K
|
24.2K
$16.3M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
168+ 2.7% |
$92.6K - $103K
|
6.38K
$4.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
167+ 27.83% |
$92.1K - $102K
|
767
$515K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
166+ 3.22% |
$91.5K - $102K
|
5.33K
$3.57M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
166+ 43.34% |
$91.5K - $102K
|
549
$369K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
166+ 2.83% |
$91.5K - $102K
|
6.03K
$4.05M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
162+ 0.99% |
$89.3K - $99.3K
|
16.5K
$11.1M
|
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
162+ 27.0% |
$89.3K - $99.3K
|
762
$512K
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
162+ 9.55% |
$89.3K - $99.3K
|
1.86K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
161+ 6.87% |
$88.8K - $98.7K
|
2.51K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
160+ 2.7% |
$88.2K - $98.1K
|
6.09K
$4.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
159+ 1.81% |
$87.7K - $97.5K
|
8.96K
$6.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
159New |
$87.7K - $97.5K
|
159
$107K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
159+ 6.22% |
$87.7K - $97.5K
|
2.71K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
158+ 17.48% |
$87.1K - $96.8K
|
1.06K
$713K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
157+ 2.62% |
$86.6K - $96.2K
|
6.14K
$4.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
157+ 23.36% |
$86.6K - $96.2K
|
829
$557K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
157+ 2.5% |
$86.6K - $96.2K
|
6.44K
$4.33M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
157+ 18.67% |
$86.6K - $96.2K
|
998
$670K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
156+ 1.4% |
$86K - $95.6K
|
11.3K
$7.56M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
153+ 2.19% |
$84.4K - $93.8K
|
7.13K
$4.79M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
153+ 4.23% |
$84.4K - $93.8K
|
3.77K
$2.53M
|