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 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
83+ 2.25% |
$45.8K - $50.9K
|
3.77K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
82+ 9.81% |
$45.2K - $50.3K
|
918
$616K
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
BUY
|
- |
82+ 0.17% |
$45.2K - $50.3K
|
47.6K
$32M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
81+ 1.73% |
$44.7K - $49.6K
|
4.76K
$3.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
81+ 22.95% |
$44.7K - $49.6K
|
434
$291K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
81+ 1.37% |
$44.7K - $49.6K
|
5.98K
$4.01M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
80+ 0.5% |
$44.1K - $49K
|
16.1K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
79+ 23.1% |
$43.6K - $48.4K
|
421
$283K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
77+ 7.79% |
$42.5K - $47.2K
|
1.07K
$716K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
77+ 4.3% |
$42.5K - $47.2K
|
1.87K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
76+ 8.44% |
$41.9K - $46.6K
|
977
$656K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
76+ 0.47% |
$41.9K - $46.6K
|
16.1K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
76+ 11.82% |
$41.9K - $46.6K
|
719
$483K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
76+ 15.14% |
$41.9K - $46.6K
|
578
$388K
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
76+ 1.4% |
$41.9K - $46.6K
|
5.5K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
76+ 1.02% |
$41.9K - $46.6K
|
7.52K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
76+ 0.38% |
$41.9K - $46.6K
|
20.2K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
76+ 2.37% |
$41.9K - $46.6K
|
3.28K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
75+ 0.44% |
$41.4K - $46K
|
17K
$11.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
74+ 2.08% |
$40.8K - $45.4K
|
3.64K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
74+ 1.27% |
$40.8K - $45.4K
|
5.92K
$3.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
74+ 19.73% |
$40.8K - $45.4K
|
449
$301K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
74+ 5.52% |
$40.8K - $45.4K
|
1.41K
$949K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
74+ 0.91% |
$40.8K - $45.4K
|
8.17K
$5.48M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
73+ 10.88% |
$40.3K - $44.7K
|
744
$499K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
73+ 0.26% |
$40.3K - $44.7K
|
28K
$18.8M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
73+ 14.23% |
$40.3K - $44.7K
|
586
$393K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
72+ 14.72% |
$39.7K - $44.1K
|
561
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
71+ 6.85% |
$39.2K - $43.5K
|
1.11K
$744K
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
70+ 1.08% |
$38.6K - $42.9K
|
6.54K
$4.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
69+ 1.52% |
$38K - $42.3K
|
4.6K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
69+ 1.3% |
$38K - $42.3K
|
5.37K
$3.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
68+ 8.56% |
$37.5K - $41.7K
|
862
$579K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
68New |
$37.5K - $41.7K
|
68
$45.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
67+ 8.83% |
$36.9K - $41.1K
|
826
$554K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
67+ 1.64% |
$36.9K - $41.1K
|
4.15K
$2.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
66+ 9.23% |
$36.4K - $40.5K
|
781
$524K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
65+ 0.99% |
$35.8K - $39.8K
|
6.62K
$4.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
65+ 5.68% |
$35.8K - $39.8K
|
1.21K
$812K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
65+ 2.82% |
$35.8K - $39.8K
|
2.37K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
65+ 3.2% |
$35.8K - $39.8K
|
2.1K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
65+ 3.86% |
$35.8K - $39.8K
|
1.75K
$1.17M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
65+ 5.28% |
$35.8K - $39.8K
|
1.3K
$871K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
65+ 14.61% |
$35.8K - $39.8K
|
510
$342K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
64+ 3.43% |
$35.3K - $39.2K
|
1.93K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
64+ 11.31% |
$35.3K - $39.2K
|
630
$423K
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
64+ 12.17% |
$35.3K - $39.2K
|
590
$396K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
64+ 0.8% |
$35.3K - $39.2K
|
8.09K
$5.43M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
64+ 0.33% |
$35.3K - $39.2K
|
19.7K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
64+ 0.24% |
$35.3K - $39.2K
|
26.2K
$17.6M
|