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 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
64+ 33.68% |
$35.3K - $39.2K
|
254
$171K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
63+ 5.06% |
$34.7K - $38.6K
|
1.31K
$877K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
63+ 1.06% |
$34.7K - $38.6K
|
6.02K
$4.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
62+ 0.19% |
$34.2K - $38K
|
32.5K
$21.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
62+ 12.3% |
$34.2K - $38K
|
566
$380K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
62+ 5.22% |
$34.2K - $38K
|
1.25K
$838K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
62+ 2.2% |
$34.2K - $38K
|
2.88K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
62New |
$34.2K - $38K
|
62
$41.6K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
61+ 2.16% |
$33.6K - $37.4K
|
2.89K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
61+ 5.3% |
$33.6K - $37.4K
|
1.21K
$814K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
61+ 6.43% |
$33.6K - $37.4K
|
1.01K
$677K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
60+ 4.22% |
$33.1K - $36.8K
|
1.48K
$995K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
60+ 0.13% |
$33.1K - $36.8K
|
46.4K
$31.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
59+ 1.23% |
$32.5K - $36.2K
|
4.87K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
59+ 5.72% |
$32.5K - $36.2K
|
1.09K
$732K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
59+ 1.01% |
$32.5K - $36.2K
|
5.92K
$3.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
59+ 2.07% |
$32.5K - $36.2K
|
2.91K
$1.95M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
59+ 3.79% |
$32.5K - $36.2K
|
1.62K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
59+ 0.33% |
$32.5K - $36.2K
|
18.2K
$12.2M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
59+ 0.35% |
$32.5K - $36.2K
|
17K
$11.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
58+ 1.21% |
$32K - $35.5K
|
4.85K
$3.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
58+ 0.32% |
$32K - $35.5K
|
18.3K
$12.3M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
58+ 1.81% |
$32K - $35.5K
|
3.27K
$2.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
56+ 0.21% |
$30.9K - $34.3K
|
27K
$18.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
56+ 0.34% |
$30.9K - $34.3K
|
16.6K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
56+ 0.16% |
$30.9K - $34.3K
|
35.9K
$24.1M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
56+ 6.39% |
$30.9K - $34.3K
|
933
$626K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
55+ 2.68% |
$30.3K - $33.7K
|
2.11K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
55+ 0.6% |
$30.3K - $33.7K
|
9.18K
$6.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
54+ 7.59% |
$29.8K - $33.1K
|
765
$514K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
53+ 5.14% |
$29.2K - $32.5K
|
1.09K
$728K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
53+ 19.49% |
$29.2K - $32.5K
|
325
$218K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
53+ 0.4% |
$29.2K - $32.5K
|
13.4K
$9.02M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
52+ 8.23% |
$28.7K - $31.9K
|
684
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
51+ 1.12% |
$28.1K - $31.3K
|
4.61K
$3.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
51+ 2.62% |
$28.1K - $31.3K
|
2K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
51+ 11.23% |
$28.1K - $31.3K
|
505
$339K
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
51+ 1.45% |
$28.1K - $31.3K
|
3.56K
$2.39M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
51+ 14.7% |
$28.1K - $31.3K
|
398
$267K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
50+ 0.19% |
$27.6K - $30.6K
|
26.3K
$17.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
50+ 1.62% |
$27.6K - $30.6K
|
3.14K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
50+ 12.66% |
$27.6K - $30.6K
|
445
$299K
|
|
|
May 08, 2025
Q1 2025
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
50+ 0.48% |
$27.6K - $30.6K
|
10.4K
$7.01M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
50+ 0.1% |
$27.6K - $30.6K
|
49K
$32.9M
|
|
|
May 13, 2025
Q1 2025
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
50+ 5.81% |
$27.6K - $30.6K
|
910
$611K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
49+ 6.14% |
$27K - $30K
|
847
$569K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
49+ 1.85% |
$27K - $30K
|
2.7K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
49+ 11.69% |
$27K - $30K
|
468
$314K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
49+ 7.59% |
$27K - $30K
|
695
$467K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
48+ 28.07% |
$26.5K - $29.4K
|
219
$147K
|