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 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
14+ 3.57% |
$7.72K - $8.58K
|
406
$273K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14+ 0.38% |
$7.72K - $8.58K
|
3.74K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
14+ 0.18% |
$7.72K - $8.58K
|
7.98K
$5.36M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
14+ 2.02% |
$7.72K - $8.58K
|
707
$475K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
14+ 1.17% |
$7.72K - $8.58K
|
1.21K
$810K
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
14+ 0.75% |
$7.72K - $8.58K
|
1.88K
$1.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
13+ 2.73% |
$7.17K - $7.97K
|
489
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
13+ 1.38% |
$7.17K - $7.97K
|
954
$640K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
13+ 1.03% |
$7.17K - $7.97K
|
1.28K
$860K
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
13+ 0.36% |
$7.17K - $7.97K
|
3.64K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
13+ 0.59% |
$7.17K - $7.97K
|
2.23K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
13+ 0.87% |
$7.17K - $7.97K
|
1.5K
$1.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
12+ 4.04% |
$6.62K - $7.36K
|
309
$207K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
12+ 0.21% |
$6.62K - $7.36K
|
5.77K
$3.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12+ 0.58% |
$6.62K - $7.36K
|
2.07K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
12+ 0.18% |
$6.62K - $7.36K
|
6.83K
$4.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
12+ 0.71% |
$6.62K - $7.36K
|
1.7K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
12+ 0.99% |
$6.62K - $7.36K
|
1.23K
$823K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
12New |
$6.62K - $7.36K
|
12
$8.06K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
12+ 0.84% |
$6.62K - $7.36K
|
1.45K
$973K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
11+ 0.31% |
$6.07K - $6.74K
|
3.52K
$2.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
11+ 0.01% |
$6.07K - $6.74K
|
202K
$135M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.18% |
$6.07K - $6.74K
|
6.07K
$4.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
11+ 0.33% |
$6.07K - $6.74K
|
3.34K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
11+ 2.18% |
$6.07K - $6.74K
|
515
$346K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
11+ 2.66% |
$6.07K - $6.74K
|
425
$285K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
11+ 0.25% |
$6.07K - $6.74K
|
4.47K
$3M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11+ 0.08% |
$6.07K - $6.74K
|
14.6K
$9.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
11+ 0.97% |
$6.07K - $6.74K
|
1.14K
$767K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
11+ 0.93% |
$6.07K - $6.74K
|
1.2K
$804K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
11+ 2.2% |
$6.07K - $6.74K
|
512
$344K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
11+ 1.32% |
$6.07K - $6.74K
|
847
$569K
|
|
|
Aug 12, 2025
Q1 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
11+ 2.27% |
$6.07K - $6.74K
|
496
$333K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
10+ 1.02% |
$5.51K - $6.13K
|
991
$665K
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
10+ 2.06% |
$5.51K - $6.13K
|
496
$333K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
10+ 0.79% |
$5.51K - $6.13K
|
1.28K
$857K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10+ 0.15% |
$5.51K - $6.13K
|
6.51K
$4.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
10+ 0.07% |
$5.51K - $6.13K
|
15.2K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
10+ 1.04% |
$5.51K - $6.13K
|
967
$649K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
10+ 0.86% |
$5.51K - $6.13K
|
1.18K
$790K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
10+ 0.39% |
$5.51K - $6.13K
|
2.59K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10+ 0.35% |
$5.51K - $6.13K
|
2.83K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.27% |
$5.51K - $6.13K
|
3.7K
$2.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
9+ 4.64% |
$4.96K - $5.52K
|
203
$136K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
9+ 0.54% |
$4.96K - $5.52K
|
1.68K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
9+ 0.33% |
$4.96K - $5.52K
|
2.74K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
8+ 0.63% |
$4.41K - $4.9K
|
1.28K
$857K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
8+ 1.59% |
$4.41K - $4.9K
|
512
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8+ 0.23% |
$4.41K - $4.9K
|
3.41K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
8+ 0.81% |
$4.41K - $4.9K
|
990
$665K
|