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 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
10.6K+ 128.55% |
$5.85M - $6.5M
|
18.9K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.6K+ 9.19% |
$5.85M - $6.5M
|
126K
$74.7M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
10.6KNew |
$5.85M - $6.5M
|
10.6K
$6.28M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10.5KNew |
$5.8M - $6.45M
|
10.5K
$6.24M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
10.5K+ 8.79% |
$5.78M - $6.42M
|
130K
$76.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Hillman CO
|
BUY
|
- |
10.4KNew |
$5.72M - $6.36M
|
10.4K
$6.15M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
10.3K+ 141.12% |
$5.71M - $6.34M
|
17.7K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
10.3K+ 73.54% |
$5.7M - $6.34M
|
24.4K
$14.5M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
10.3K+ 730.45% |
$5.69M - $6.32M
|
11.7K
$6.95M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
10.3KNew |
$5.67M - $6.3M
|
10.3K
$6.09M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10K+ 1.91% |
$5.53M - $6.14M
|
535K
$317M
|
|
|
May 14, 2025
Q1 2025
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
9.9K+ 1.22% |
$5.46M - $6.07M
|
821K
$487M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
9.77K+ 240.34% |
$5.39M - $5.99M
|
13.8K
$8.2M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
9.54K+ 7.28% |
$5.26M - $5.85M
|
141K
$83.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
9.44K+ 96.34% |
$5.2M - $5.78M
|
19.2K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
9.23K+ 453.46% |
$5.09M - $5.66M
|
11.3K
$6.68M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
9.14K+ 4.39% |
$5.04M - $5.6M
|
217K
$129M
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
9.1K+ 61.07% |
$5.02M - $5.58M
|
24K
$14.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
9.04K+ 7291.94% |
$4.99M - $5.54M
|
9.17K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.04K+ 23.9% |
$4.98M - $5.54M
|
46.8K
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
Fir Tree Capital Management LP
New York, NY |
BUY
|
- |
8.99KNew |
$4.96M - $5.51M
|
8.99K
$5.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.89K+ 91.86% |
$4.9M - $5.45M
|
18.6K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
8.55KNew |
$4.72M - $5.24M
|
8.55K
$5.07M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
8.51K+ 7.49% |
$4.69M - $5.21M
|
122K
$72.4M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.42K+ 124.21% |
$4.64M - $5.16M
|
15.2K
$9.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.1K+ 10.38% |
$4.46M - $4.96M
|
86.1K
$51M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
8.09K+ 1.5% |
$4.46M - $4.96M
|
546K
$324M
|
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
7.99K+ 14.35% |
$4.41M - $4.9M
|
63.7K
$37.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
7.95K+ 824.79% |
$4.38M - $4.87M
|
8.92K
$5.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.95K+ 15.86% |
$4.38M - $4.87M
|
58.1K
$34.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.95K+ 63.92% |
$4.38M - $4.87M
|
20.4K
$12.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.93K+ 2.33% |
$4.37M - $4.86M
|
349K
$207M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
7.9K+ 5.31% |
$4.36M - $4.84M
|
157K
$92.8M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.89KNew |
$4.35M - $4.83M
|
7.89K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
7.71KNew |
$4.25M - $4.72M
|
7.71K
$4.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.68K+ 8.69% |
$4.23M - $4.71M
|
96K
$56.9M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.59K+ 11.9% |
$4.18M - $4.65M
|
71.4K
$42.3M
|
|
|
May 15, 2025
Q1 2025
|
Orvieto Partners, L.P.
Boston, MA |
BUY
|
- |
7.5KNew |
$4.14M - $4.6M
|
7.5K
$4.45M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.49K+ 35.9% |
$4.13M - $4.59M
|
28.3K
$16.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7.48K+ 45.76% |
$4.13M - $4.59M
|
23.8K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
7.48K+ 6.79% |
$4.12M - $4.58M
|
118K
$69.7M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.47K+ 3.37% |
$4.12M - $4.58M
|
229K
$136M
|
|
|
May 15, 2025
Q1 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
7.46K+ 22.4% |
$4.11M - $4.57M
|
40.8K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
7.45K+ 2020.05% |
$4.11M - $4.57M
|
7.82K
$4.64M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.43K+ 7.87% |
$4.1M - $4.55M
|
102K
$60.3M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
7.41K+ 73.05% |
$4.09M - $4.54M
|
17.6K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
7.2K+ 29.12% |
$3.97M - $4.41M
|
31.9K
$18.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.15K+ 4.57% |
$3.94M - $4.38M
|
164K
$97M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
7.09K+ 783.43% |
$3.91M - $4.35M
|
8K
$4.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
7.01K+ 1121.76% |
$3.87M - $4.3M
|
7.64K
$4.53M
|