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 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
5+ 0.6% |
$2.76K - $3.06K
|
838
$452K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
5+ 0.31% |
$2.76K - $3.06K
|
1.61K
$870K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4+ 0.08% |
$2.21K - $2.45K
|
4.75K
$2.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 1.2% |
$2.21K - $2.45K
|
337
$182K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.02% |
$2.21K - $2.45K
|
16K
$8.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3+ 0.29% |
$1.65K - $1.84K
|
1.06K
$569K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.24% |
$1.1K - $1.23K
|
843
$454K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
2+ 0.17% |
$1.1K - $1.23K
|
1.18K
$633K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 0.27% |
$1.1K - $1.23K
|
743
$401K
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1+ 0.21% |
$551 - $613
|
467
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
1+ 0.18% |
$551 - $613
|
568
$306K
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$551 - $613
|
5.27K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.05% |
$551 - $613
|
2.22K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.1% |
$551 - $613
|
958
$516K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$551 - $613
|
351
$189K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1+ 0.11% |
$551 - $613
|
873
$471K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1+ 0.1% |
$551 - $613
|
1.03K
$555K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
1+ 0.15% |
$551 - $613
|
685
$369K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.01% |
$551 - $613
|
10.3K
$5.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1+ 0.05% |
$551 - $613
|
1.87K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1+ 0.02% |
$551 - $613
|
5.31K
$2.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-1- 0.02% |
$551 - $613
|
4.44K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-2- 0.04% |
$1.1K - $1.23K
|
4.88K
$2.63M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2- 0.02% |
$1.1K - $1.23K
|
10.8K
$5.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2- 0.13% |
$1.1K - $1.23K
|
1.51K
$816K
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
SELL
|
- |
-3- 0.07% |
$1.65K - $1.84K
|
4K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4- 0.06% |
$2.21K - $2.45K
|
7.03K
$3.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-4- 0.03% |
$2.21K - $2.45K
|
15.4K
$8.29M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-5- 1.01% |
$2.76K - $3.06K
|
492
$265K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-5- 0.55% |
$2.76K - $3.06K
|
904
$487K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-6- 0.61% |
$3.31K - $3.68K
|
985
$531K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-6- 0.85% |
$3.31K - $3.68K
|
698
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-6- 0.3% |
$3.31K - $3.68K
|
2.01K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-6- 0.13% |
$3.31K - $3.68K
|
4.58K
$2.47M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 0.92% |
$3.31K - $3.68K
|
643
$347K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-7- 0.61% |
$3.86K - $4.29K
|
1.14K
$612K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.95% |
$4.96K - $5.52K
|
942
$508K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-9- 1.81% |
$4.96K - $5.52K
|
489
$264K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 0.25% |
$5.51K - $6.13K
|
3.95K
$2.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13- 0.11% |
$7.17K - $7.97K
|
12.3K
$6.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-15- 0.94% |
$8.27K - $9.19K
|
1.58K
$853K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-17- 1.99% |
$9.37K - $10.4K
|
836
$451K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-18- 0.6% |
$9.93K - $11K
|
2.98K
$1.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-18- 1.32% |
$9.93K - $11K
|
1.35K
$728K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 0.14% |
$11K - $12.3K
|
14.5K
$7.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-22- 1.0% |
$12.1K - $13.5K
|
2.18K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-23- 0.37% |
$12.7K - $14.1K
|
6.15K
$3.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25- 3.55% |
$13.8K - $15.3K
|
680
$367K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-25- 2.4% |
$13.8K - $15.3K
|
1.02K
$547K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-30- 0.02% |
$16.5K - $18.4K
|
143K
$77.3M
|