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 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
125+ 2.31% |
$68.9K - $76.6K
|
5.54K
$3.72M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
124+ 8.27% |
$68.4K - $76K
|
1.62K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
122+ 18.63% |
$67.3K - $74.8K
|
777
$522K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
121+ 2.25% |
$66.7K - $74.2K
|
5.49K
$3.69M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
120+ 4.63% |
$66.2K - $73.6K
|
2.71K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
120+ 2.07% |
$66.2K - $73.6K
|
5.91K
$3.97M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
119New |
$65.6K - $72.9K
|
119
$79.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
118+ 14.25% |
$65.1K - $72.3K
|
946
$635K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
117+ 0.52% |
$64.5K - $71.7K
|
22.6K
$15.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
115+ 1.7% |
$63.4K - $70.5K
|
6.89K
$4.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
115+ 3.3% |
$63.4K - $70.5K
|
3.6K
$2.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
115+ 2.46% |
$63.4K - $70.5K
|
4.78K
$3.21M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
115+ 3.86% |
$63.4K - $70.5K
|
3.09K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
115+ 7.5% |
$63.4K - $70.5K
|
1.65K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
114+ 3.51% |
$62.9K - $69.9K
|
3.36K
$2.25M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
114+ 2.31% |
$62.9K - $69.9K
|
5.05K
$3.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
113+ 6.16% |
$62.3K - $69.3K
|
1.95K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
112+ 3.66% |
$61.8K - $68.6K
|
3.17K
$2.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
111+ 0.78% |
$61.2K - $68K
|
14.4K
$9.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
111+ 3.18% |
$61.2K - $68K
|
3.6K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
111+ 1.18% |
$61.2K - $68K
|
9.52K
$6.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
111+ 5.58% |
$61.2K - $68K
|
2.1K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
111+ 0.68% |
$61.2K - $68K
|
16.4K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
111+ 2.44% |
$61.2K - $68K
|
4.66K
$3.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
110+ 0.87% |
$60.7K - $67.4K
|
12.7K
$8.52M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
110+ 4.56% |
$60.7K - $67.4K
|
2.52K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
108+ 0.65% |
$59.6K - $66.2K
|
16.7K
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
107+ 0.5% |
$59K - $65.6K
|
21.5K
$14.4M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
106+ 2.1% |
$58.5K - $65K
|
5.16K
$3.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
105+ 1.95% |
$57.9K - $64.4K
|
5.49K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
105+ 8.11% |
$57.9K - $64.4K
|
1.4K
$939K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
102+ 14.03% |
$56.2K - $62.5K
|
829
$556K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
102+ 5.15% |
$56.2K - $62.5K
|
2.08K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
102+ 23.34% |
$56.2K - $62.5K
|
539
$362K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
101+ 3.66% |
$55.7K - $61.9K
|
2.86K
$1.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
101+ 15.93% |
$55.7K - $61.9K
|
735
$493K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
100+ 16.1% |
$55.1K - $61.3K
|
721
$484K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
100+ 1.17% |
$55.1K - $61.3K
|
8.66K
$5.81M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
100+ 6.37% |
$55.1K - $61.3K
|
1.67K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
100New |
$55.1K - $61.3K
|
100
$67.1K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
100New |
$55.1K - $61.3K
|
100
$67.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
99+ 3.27% |
$54.6K - $60.7K
|
3.13K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
99+ 2.29% |
$54.6K - $60.7K
|
4.43K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
99+ 9.59% |
$54.6K - $60.7K
|
1.13K
$759K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
98+ 19.48% |
$54K - $60.1K
|
601
$403K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
98+ 3.87% |
$54K - $60.1K
|
2.63K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
98+ 3.49% |
$54K - $60.1K
|
2.91K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
98+ 1.03% |
$54K - $60.1K
|
9.62K
$6.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
97+ 2.55% |
$53.5K - $59.5K
|
3.91K
$2.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
97+ 0.57% |
$53.5K - $59.5K
|
17K
$11.4M
|