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 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
8+ 1.37% |
$4.41K - $4.9K
|
590
$396K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8+ 1.02% |
$4.41K - $4.9K
|
796
$534K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
8+ 0.18% |
$4.41K - $4.9K
|
4.46K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
8+ 1.68% |
$4.41K - $4.9K
|
485
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
7+ 0.2% |
$3.86K - $4.29K
|
3.53K
$2.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7+ 0.11% |
$3.86K - $4.29K
|
6.59K
$4.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7+ 13.46% |
$3.86K - $4.29K
|
59
$39.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
7+ 0.79% |
$3.86K - $4.29K
|
892
$599K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
7+ 0.24% |
$3.86K - $4.29K
|
2.91K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.26% |
$3.86K - $4.29K
|
2.68K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
7+ 0.61% |
$3.86K - $4.29K
|
1.15K
$770K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
7+ 0.97% |
$3.86K - $4.29K
|
729
$489K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
7+ 0.3% |
$3.86K - $4.29K
|
2.31K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.33% |
$3.86K - $4.29K
|
2.11K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
7+ 0.9% |
$3.86K - $4.29K
|
788
$529K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
7+ 0.34% |
$3.86K - $4.29K
|
2.07K
$1.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$3.31K - $3.68K
|
3.36K
$2.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
6+ 0.24% |
$3.31K - $3.68K
|
2.52K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.06% |
$3.31K - $3.68K
|
9.33K
$6.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
6+ 1.46% |
$3.31K - $3.68K
|
418
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
6+ 0.59% |
$3.31K - $3.68K
|
1.02K
$686K
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
6+ 0.69% |
$3.31K - $3.68K
|
871
$585K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
6+ 0.65% |
$3.31K - $3.68K
|
923
$620K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6+ 0.46% |
$3.31K - $3.68K
|
1.3K
$871K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6+ 0.33% |
$3.31K - $3.68K
|
1.84K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
6+ 0.12% |
$3.31K - $3.68K
|
5.12K
$3.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
5+ 0.6% |
$2.76K - $3.06K
|
838
$563K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
5+ 0.31% |
$2.76K - $3.06K
|
1.61K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5+ 1.12% |
$2.76K - $3.06K
|
452
$303K
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
5+ 0.37% |
$2.76K - $3.06K
|
1.35K
$903K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5+ 0.27% |
$2.76K - $3.06K
|
1.84K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
5+ 0.3% |
$2.76K - $3.06K
|
1.68K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5+ 0.42% |
$2.76K - $3.06K
|
1.19K
$795K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5+ 0.37% |
$2.76K - $3.06K
|
1.36K
$915K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5+ 0.03% |
$2.76K - $3.06K
|
18.1K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
5+ 0.43% |
$2.76K - $3.06K
|
1.17K
$785K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
5+ 0.05% |
$2.76K - $3.06K
|
9.4K
$6.31M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
5+ 0.32% |
$2.76K - $3.06K
|
1.57K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
5+ 8.93% |
$2.76K - $3.06K
|
61
$40.9K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
5+ 0.26% |
$2.76K - $3.06K
|
1.9K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
5+ 0.07% |
$2.76K - $3.06K
|
6.86K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5+ 0.39% |
$2.76K - $3.06K
|
1.3K
$872K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 1.2% |
$2.21K - $2.45K
|
337
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.02% |
$2.21K - $2.45K
|
16K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4+ 0.08% |
$2.21K - $2.45K
|
4.75K
$3.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
4+ 0.02% |
$2.21K - $2.45K
|
16.7K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4+ 0.09% |
$2.21K - $2.45K
|
4.5K
$3.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.32% |
$2.21K - $2.45K
|
1.25K
$836K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4+ 0.79% |
$2.21K - $2.45K
|
511
$343K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
4+ 0.37% |
$2.21K - $2.45K
|
1.09K
$734K
|