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 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
67+ 8.83% |
$36.9K - $41.1K
|
826
$445K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
65+ 0.99% |
$35.8K - $39.8K
|
6.62K
$3.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
62+ 0.19% |
$34.2K - $38K
|
32.5K
$17.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
59+ 1.23% |
$32.5K - $36.2K
|
4.87K
$2.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
58+ 1.21% |
$32K - $35.5K
|
4.85K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
53+ 19.49% |
$29.2K - $32.5K
|
325
$175K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
53+ 5.14% |
$29.2K - $32.5K
|
1.09K
$585K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
49+ 6.14% |
$27K - $30K
|
847
$457K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
45+ 9.91% |
$24.8K - $27.6K
|
499
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
45+ 0.28% |
$24.8K - $27.6K
|
16.1K
$8.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
42+ 0.74% |
$23.2K - $25.7K
|
5.68K
$3.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
40+ 1.68% |
$22.1K - $24.5K
|
2.43K
$1.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
39+ 2.11% |
$21.5K - $23.9K
|
1.89K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
38+ 1.2% |
$21K - $23.3K
|
3.22K
$1.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
36+ 1.93% |
$19.9K - $22.1K
|
1.91K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
35+ 1.54% |
$19.3K - $21.5K
|
2.31K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
34+ 0.49% |
$18.7K - $20.8K
|
6.97K
$3.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
34+ 3.18% |
$18.7K - $20.8K
|
1.1K
$595K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
32+ 7.41% |
$17.6K - $19.6K
|
464
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
29+ 0.14% |
$16K - $17.8K
|
20.4K
$11M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
28+ 2.22% |
$15.4K - $17.2K
|
1.29K
$694K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
27+ 0.33% |
$14.9K - $16.5K
|
8.26K
$4.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
27+ 2.9% |
$14.9K - $16.5K
|
957
$516K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
27+ 2.39% |
$14.9K - $16.5K
|
1.16K
$623K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
26+ 1.36% |
$14.3K - $15.9K
|
1.94K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
22+ 0.8% |
$12.1K - $13.5K
|
2.77K
$1.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
21+ 0.59% |
$11.6K - $12.9K
|
3.59K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.26% |
$11K - $12.3K
|
7.7K
$4.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
20+ 3.57% |
$11K - $12.3K
|
580
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
18+ 0.5% |
$9.93K - $11K
|
3.64K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
18+ 1.26% |
$9.93K - $11K
|
1.45K
$779K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
18+ 0.47% |
$9.93K - $11K
|
3.88K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.15% |
$8.27K - $9.19K
|
9.82K
$5.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
15+ 0.65% |
$8.27K - $9.19K
|
2.31K
$1.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
14+ 3.57% |
$7.72K - $8.58K
|
406
$219K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14+ 0.38% |
$7.72K - $8.58K
|
3.74K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
13+ 1.38% |
$7.17K - $7.97K
|
954
$514K
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
13+ 2.73% |
$7.17K - $7.97K
|
489
$264K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
11+ 0.31% |
$6.07K - $6.74K
|
3.52K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.18% |
$6.07K - $6.74K
|
6.07K
$3.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
11+ 0.01% |
$6.07K - $6.74K
|
202K
$109M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
10+ 1.02% |
$5.51K - $6.13K
|
991
$534K
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
10+ 2.06% |
$5.51K - $6.13K
|
496
$267K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
9+ 4.64% |
$4.96K - $5.52K
|
203
$109K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
9+ 0.54% |
$4.96K - $5.52K
|
1.68K
$903K
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
8+ 0.63% |
$4.41K - $4.9K
|
1.28K
$688K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
7+ 0.2% |
$3.86K - $4.29K
|
3.53K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7+ 0.11% |
$3.86K - $4.29K
|
6.59K
$3.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$3.31K - $3.68K
|
3.36K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
6+ 0.24% |
$3.31K - $3.68K
|
2.52K
$1.36M
|