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 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
97+ 6.44% |
$53.5K - $59.5K
|
1.6K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
96+ 0.36% |
$52.9K - $58.8K
|
26.9K
$18.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
96+ 8.59% |
$52.9K - $58.8K
|
1.21K
$814K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
95+ 0.41% |
$52.4K - $58.2K
|
23.5K
$15.8M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
95+ 78.51% |
$52.4K - $58.2K
|
216
$145K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
94+ 1.71% |
$51.8K - $57.6K
|
5.58K
$3.75M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
94+ 2.12% |
$51.8K - $57.6K
|
4.52K
$3.03M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
94+ 0.05% |
$51.8K - $57.6K
|
203K
$137M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
94+ 14.14% |
$51.8K - $57.6K
|
759
$510K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
94+ 10.21% |
$51.8K - $57.6K
|
1.02K
$681K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
93+ 9.48% |
$51.3K - $57K
|
1.07K
$721K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
93+ 0.7% |
$51.3K - $57K
|
13.4K
$9.02M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
93+ 0.47% |
$51.3K - $57K
|
19.9K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
93+ 1.84% |
$51.3K - $57K
|
5.14K
$3.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
92+ 3.36% |
$50.7K - $56.4K
|
2.83K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Weybosset Research & Management LLC
|
BUY
|
- |
92+ 23.71% |
$50.7K - $56.4K
|
480
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
91+ 10.73% |
$50.2K - $55.8K
|
939
$630K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
91+ 6.95% |
$50.2K - $55.8K
|
1.4K
$940K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
91+ 0.12% |
$50.2K - $55.8K
|
73.9K
$49.6M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
91+ 21.02% |
$50.2K - $55.8K
|
524
$352K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
91+ 10.56% |
$50.2K - $55.8K
|
953
$640K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
91+ 15.83% |
$50.2K - $55.8K
|
666
$447K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
91+ 5.5% |
$50.2K - $55.8K
|
1.75K
$1.17M
|
|
|
Aug 27, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
91+ 0.32% |
$50.2K - $55.8K
|
28.8K
$19.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
90+ 6.82% |
$49.6K - $55.2K
|
1.41K
$947K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
90+ 7.29% |
$49.6K - $55.2K
|
1.32K
$889K
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
90+ 3.67% |
$49.6K - $55.2K
|
2.54K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
90+ 0.51% |
$49.6K - $55.2K
|
17.8K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
89+ 1.13% |
$49.1K - $54.6K
|
7.95K
$5.34M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
89+ 4.57% |
$49.1K - $54.6K
|
2.04K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
88+ 8.69% |
$48.5K - $53.9K
|
1.1K
$739K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
88+ 1.99% |
$48.5K - $53.9K
|
4.51K
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
88+ 19.26% |
$48.5K - $53.9K
|
545
$366K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
87+ 0.96% |
$48K - $53.3K
|
9.11K
$6.12M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
87+ 1.06% |
$48K - $53.3K
|
8.29K
$5.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
86+ 1.86% |
$47.4K - $52.7K
|
4.71K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
86+ 2.96% |
$47.4K - $52.7K
|
2.99K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
86+ 0.89% |
$47.4K - $52.7K
|
9.72K
$6.53M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
86+ 6.95% |
$47.4K - $52.7K
|
1.32K
$889K
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
86+ 60.99% |
$47.4K - $52.7K
|
227
$152K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
85New |
$46.9K - $52.1K
|
85
$57.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
85+ 5.05% |
$46.9K - $52.1K
|
1.77K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
85New |
$46.9K - $52.1K
|
85
$57.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
84+ 0.96% |
$46.3K - $51.5K
|
8.81K
$5.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
84+ 1.48% |
$46.3K - $51.5K
|
5.77K
$3.87M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
84+ 0.36% |
$46.3K - $51.5K
|
23.1K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
84+ 2.53% |
$46.3K - $51.5K
|
3.4K
$2.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
83+ 18.69% |
$45.8K - $50.9K
|
527
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
83+ 4.01% |
$45.8K - $50.9K
|
2.15K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
83+ 0.84% |
$45.8K - $50.9K
|
9.94K
$6.67M
|