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
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
153+ 0.33% |
$84.4K - $93.8K
|
46.9K
$31.5M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
152+ 9.48% |
$83.8K - $93.2K
|
1.76K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
151+ 18.3% |
$83.3K - $92.6K
|
976
$655K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
151+ 6.99% |
$83.3K - $92.6K
|
2.31K
$1.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
150+ 7.03% |
$82.7K - $91.9K
|
2.28K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
150+ 6.43% |
$82.7K - $91.9K
|
2.48K
$1.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
150+ 0.76% |
$82.7K - $91.9K
|
20K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
149+ 49.5% |
$82.2K - $91.3K
|
450
$302K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
147+ 0.26% |
$81.1K - $90.1K
|
56K
$37.6M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
147+ 2.67% |
$81.1K - $90.1K
|
5.65K
$3.79M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
146+ 0.8% |
$80.5K - $89.5K
|
18.3K
$12.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
145+ 0.51% |
$80K - $88.9K
|
28.8K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
145+ 3.73% |
$80K - $88.9K
|
4.03K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
145+ 4.51% |
$80K - $88.9K
|
3.36K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
144+ 3.14% |
$79.4K - $88.3K
|
4.73K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
144+ 5.44% |
$79.4K - $88.3K
|
2.79K
$1.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
143+ 0.43% |
$78.9K - $87.6K
|
33.6K
$22.6M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
143+ 22.99% |
$78.9K - $87.6K
|
765
$514K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
143+ 0.12% |
$78.9K - $87.6K
|
120K
$80.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
142+ 2.36% |
$78.3K - $87K
|
6.17K
$4.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
141+ 11.33% |
$77.8K - $86.4K
|
1.39K
$930K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
141+ 5.92% |
$77.8K - $86.4K
|
2.52K
$1.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
140+ 1.27% |
$77.2K - $85.8K
|
11.2K
$7.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
140+ 3.03% |
$77.2K - $85.8K
|
4.75K
$3.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
139+ 2.4% |
$76.6K - $85.2K
|
5.94K
$3.99M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
139+ 4.5% |
$76.6K - $85.2K
|
3.23K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
138+ 11.01% |
$76.1K - $84.6K
|
1.39K
$934K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
137+ 0.26% |
$75.5K - $84K
|
53.6K
$36M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
136+ 0.77% |
$75K - $83.4K
|
17.8K
$11.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
135+ 12.83% |
$74.4K - $82.7K
|
1.19K
$797K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
134+ 3.17% |
$73.9K - $82.1K
|
4.37K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
134New |
$73.9K - $82.1K
|
134
$90K
|
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
134+ 5.92% |
$73.9K - $82.1K
|
2.4K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
133+ 10.4% |
$73.3K - $81.5K
|
1.41K
$948K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
133+ 5.26% |
$73.3K - $81.5K
|
2.66K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
133+ 0.42% |
$73.3K - $81.5K
|
31.5K
$21.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
132+ 4.51% |
$72.8K - $80.9K
|
3.06K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
131+ 5.15% |
$72.2K - $80.3K
|
2.68K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
131+ 3.96% |
$72.2K - $80.3K
|
3.44K
$2.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
130+ 2.72% |
$71.7K - $79.7K
|
4.91K
$3.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
130+ 1.45% |
$71.7K - $79.7K
|
9.07K
$6.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
130+ 5.98% |
$71.7K - $79.7K
|
2.31K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
130+ 4.0% |
$71.7K - $79.7K
|
3.38K
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
130+ 6.96% |
$71.7K - $79.7K
|
2K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
129+ 5.11% |
$71.1K - $79.1K
|
2.65K
$1.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
128+ 1.46% |
$70.6K - $78.5K
|
8.92K
$5.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
128+ 2.16% |
$70.6K - $78.5K
|
6.05K
$4.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
128+ 0.92% |
$70.6K - $78.5K
|
14K
$9.39M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
127+ 0.2% |
$70K - $77.8K
|
62.4K
$41.9M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
126+ 13.4% |
$69.5K - $77.2K
|
1.07K
$716K
|