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 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
46+ 2.41% |
$25.4K - $28.2K
|
1.95K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
46+ 1.53% |
$25.4K - $28.2K
|
3.06K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
45+ 0.28% |
$24.8K - $27.6K
|
16.1K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
45+ 9.91% |
$24.8K - $27.6K
|
499
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
45+ 2.66% |
$24.8K - $27.6K
|
1.73K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
45+ 9.83% |
$24.8K - $27.6K
|
503
$338K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
45+ 0.48% |
$24.8K - $27.6K
|
9.35K
$6.28M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
45+ 0.38% |
$24.8K - $27.6K
|
11.8K
$7.89M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
45+ 5.01% |
$24.8K - $27.6K
|
943
$633K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
44+ 0.92% |
$24.3K - $27K
|
4.85K
$3.26M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
44+ 3.62% |
$24.3K - $27K
|
1.26K
$846K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
43+ 1.21% |
$23.7K - $26.4K
|
3.59K
$2.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
42+ 0.74% |
$23.2K - $25.7K
|
5.68K
$3.81M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
42+ 22.7% |
$23.2K - $25.7K
|
227
$152K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
41+ 0.98% |
$22.6K - $25.1K
|
4.21K
$2.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
41+ 0.57% |
$22.6K - $25.1K
|
7.25K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
41+ 100.0% |
$22.6K - $25.1K
|
82
$55K
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
40+ 1.68% |
$22.1K - $24.5K
|
2.43K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
40+ 2.92% |
$22.1K - $24.5K
|
1.41K
$947K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
40+ 0.79% |
$22.1K - $24.5K
|
5.09K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
40+ 9.64% |
$22.1K - $24.5K
|
455
$305K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
39+ 2.11% |
$21.5K - $23.9K
|
1.89K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
39+ 1.02% |
$21.5K - $23.9K
|
3.88K
$2.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
38+ 1.2% |
$21K - $23.3K
|
3.22K
$2.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
38+ 1.68% |
$21K - $23.3K
|
2.3K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
38+ 6.34% |
$21K - $23.3K
|
637
$428K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
38+ 3.44% |
$21K - $23.3K
|
1.14K
$768K
|
|
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
38+ 0.42% |
$21K - $23.3K
|
9.11K
$6.11M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
37+ 1.13% |
$20.4K - $22.7K
|
3.3K
$2.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
36+ 1.93% |
$19.9K - $22.1K
|
1.91K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
36+ 4.05% |
$19.9K - $22.1K
|
924
$620K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
36+ 2.74% |
$19.9K - $22.1K
|
1.35K
$906K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
35+ 1.54% |
$19.3K - $21.5K
|
2.31K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
35+ 2.65% |
$19.3K - $21.5K
|
1.36K
$910K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
35+ 0.82% |
$19.3K - $21.5K
|
4.3K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 3.41% |
$19.3K - $21.5K
|
1.06K
$712K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
35+ 0.82% |
$19.3K - $21.5K
|
4.32K
$2.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
34+ 0.49% |
$18.7K - $20.8K
|
6.97K
$4.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
34+ 3.18% |
$18.7K - $20.8K
|
1.1K
$741K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
34+ 2.37% |
$18.7K - $20.8K
|
1.47K
$987K
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
34+ 7.11% |
$18.7K - $20.8K
|
512
$344K
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
BUY
|
- |
34+ 1.9% |
$18.7K - $20.8K
|
1.82K
$1.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
33+ 5.09% |
$18.2K - $20.2K
|
681
$457K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
33+ 2.05% |
$18.2K - $20.2K
|
1.65K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
33+ 8.87% |
$18.2K - $20.2K
|
405
$272K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
33+ 0.06% |
$18.2K - $20.2K
|
52.1K
$35M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
33+ 2.44% |
$18.2K - $20.2K
|
1.39K
$930K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
32+ 7.41% |
$17.6K - $19.6K
|
464
$311K
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
32+ 8.08% |
$17.6K - $19.6K
|
428
$287K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
32+ 6.53% |
$17.6K - $19.6K
|
522
$350K
|