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 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
21+ 0.48% |
$11.6K - $12.9K
|
4.44K
$2.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
21+ 13.82% |
$11.6K - $12.9K
|
173
$116K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
21+ 2.34% |
$11.6K - $12.9K
|
919
$617K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.26% |
$11K - $12.3K
|
7.7K
$5.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
20+ 3.57% |
$11K - $12.3K
|
580
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
20+ 0.7% |
$11K - $12.3K
|
2.87K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
20+ 3.67% |
$11K - $12.3K
|
565
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
20+ 0.22% |
$11K - $12.3K
|
9.13K
$6.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
20+ 0.65% |
$11K - $12.3K
|
3.1K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20+ 3.25% |
$11K - $12.3K
|
635
$426K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
20+ 4.96% |
$11K - $12.3K
|
423
$284K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
19+ 0.65% |
$10.5K - $11.6K
|
2.92K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
19+ 0.26% |
$10.5K - $11.6K
|
7.35K
$4.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
19+ 2.64% |
$10.5K - $11.6K
|
739
$496K
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
19+ 1.09% |
$10.5K - $11.6K
|
1.77K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
19+ 0.17% |
$10.5K - $11.6K
|
11.4K
$7.68M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
19+ 4.73% |
$10.5K - $11.6K
|
421
$283K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
19+ 0.2% |
$10.5K - $11.6K
|
9.39K
$6.3M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
19+ 0.48% |
$10.5K - $11.6K
|
3.97K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
18+ 0.5% |
$9.93K - $11K
|
3.64K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
18+ 0.47% |
$9.93K - $11K
|
3.88K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
18+ 1.26% |
$9.93K - $11K
|
1.45K
$970K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
18+ 1.87% |
$9.93K - $11K
|
980
$658K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
18+ 3.41% |
$9.93K - $11K
|
546
$367K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
18+ 1.95% |
$9.93K - $11K
|
941
$632K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
18+ 0.06% |
$9.93K - $11K
|
32.7K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
18+ 0.46% |
$9.93K - $11K
|
3.9K
$2.62M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
18+ 0.24% |
$9.93K - $11K
|
7.42K
$4.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
17New |
$9.37K - $10.4K
|
17
$11.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
17+ 1.01% |
$9.37K - $10.4K
|
1.7K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
17+ 0.1% |
$9.37K - $10.4K
|
16.6K
$11.1M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
17+ 3.94% |
$9.37K - $10.4K
|
449
$301K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
16+ 3.49% |
$8.82K - $9.81K
|
475
$319K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
16+ 0.17% |
$8.82K - $9.81K
|
9.21K
$6.18M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.31% |
$8.82K - $9.81K
|
5.26K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
16+ 4.27% |
$8.82K - $9.81K
|
391
$262K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16+ 0.8% |
$8.82K - $9.81K
|
2.02K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
15+ 0.65% |
$8.27K - $9.19K
|
2.31K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.15% |
$8.27K - $9.19K
|
9.82K
$6.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
15+ 1.67% |
$8.27K - $9.19K
|
912
$612K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
15+ 0.12% |
$8.27K - $9.19K
|
12.1K
$8.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
15+ 2.35% |
$8.27K - $9.19K
|
654
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
15+ 5.7% |
$8.27K - $9.19K
|
278
$187K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
15+ 0.25% |
$8.27K - $9.19K
|
6.07K
$4.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
15+ 0.25% |
$8.27K - $9.19K
|
5.98K
$4.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
15+ 0.62% |
$8.27K - $9.19K
|
2.44K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
15+ 0.08% |
$8.27K - $9.19K
|
17.8K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.98% |
$8.27K - $9.19K
|
1.55K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
15+ 0.22% |
$8.27K - $9.19K
|
6.96K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
15+ 0.28% |
$8.27K - $9.19K
|
5.34K
$3.58M
|