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
|
True North Advisors, LLC
|
BUY
|
- |
6.96KNew |
$3.84M - $4.27M
|
6.96K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
6.93K+ 48.03% |
$3.82M - $4.25M
|
21.3K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.81K+ 16.93% |
$3.75M - $4.17M
|
47K
$27.9M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.71K+ 222.82% |
$3.7M - $4.11M
|
9.72K
$5.76M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
6.68KNew |
$3.68M - $4.09M
|
6.68K
$3.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.63K+ 9.49% |
$3.66M - $4.07M
|
76.5K
$45.4M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.59K+ 17.0% |
$3.64M - $4.04M
|
45.4K
$26.9M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
6.52K+ 15.99% |
$3.59M - $3.99M
|
47.3K
$28M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
6.47KNew |
$3.57M - $3.96M
|
6.47K
$3.83M
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
6.44K+ 59.91% |
$3.55M - $3.95M
|
17.2K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
6.4KNew |
$3.53M - $3.92M
|
6.4K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.34K+ 66.6% |
$3.49M - $3.88M
|
15.9K
$9.4M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
6.33KNew |
$3.49M - $3.88M
|
6.33K
$3.75M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.33K+ 328.91% |
$3.49M - $3.88M
|
8.25K
$4.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
6.26K+ 94.67% |
$3.45M - $3.84M
|
12.9K
$7.63M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.26K+ 50.14% |
$3.45M - $3.83M
|
18.7K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.22K+ 474.94% |
$3.43M - $3.81M
|
7.53K
$4.46M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6.18K+ 50.26% |
$3.41M - $3.79M
|
18.5K
$11M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.13K+ 4.59% |
$3.38M - $3.76M
|
140K
$82.9M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.12K+ 120.5% |
$3.37M - $3.75M
|
11.2K
$6.64M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
6.09K+ 36.84% |
$3.36M - $3.73M
|
22.6K
$13.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.98K+ 10.31% |
$3.29M - $3.66M
|
63.9K
$37.9M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
5.97K+ 27.63% |
$3.29M - $3.66M
|
27.6K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.96K+ 142.69% |
$3.28M - $3.65M
|
10.1K
$6M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.94K+ 2.28% |
$3.27M - $3.64M
|
267K
$158M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5.89KNew |
$3.25M - $3.61M
|
5.89K
$3.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
5.85K+ 223.78% |
$3.23M - $3.59M
|
8.47K
$5.02M
|
|
|
May 12, 2025
Q1 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
5.85K+ 244.5% |
$3.22M - $3.58M
|
8.24K
$4.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.85K+ 4.66% |
$3.22M - $3.58M
|
131K
$77.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.82K+ 2.0% |
$3.21M - $3.56M
|
297K
$176M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.79K+ 20.1% |
$3.19M - $3.55M
|
34.6K
$20.5M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.79K+ 2.46% |
$3.19M - $3.55M
|
241K
$143M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.76K+ 2.08% |
$3.17M - $3.53M
|
282K
$167M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.69K+ 2.62% |
$3.14M - $3.49M
|
223K
$132M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5.67K+ 116.57% |
$3.13M - $3.48M
|
10.5K
$6.24M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.62K+ 18.76% |
$3.1M - $3.44M
|
35.6K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
5.56K+ 29.48% |
$3.07M - $3.41M
|
24.4K
$14.5M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.53K+ 16.26% |
$3.05M - $3.39M
|
39.5K
$23.4M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.48K+ 84.33% |
$3.02M - $3.36M
|
12K
$7.1M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.43K+ 0.75% |
$3M - $3.33M
|
733K
$435M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5.43K+ 0.72% |
$2.99M - $3.33M
|
756K
$448M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
5.43K+ 3.68% |
$2.99M - $3.33M
|
153K
$90.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.39K+ 75.03% |
$2.97M - $3.3M
|
12.6K
$7.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.38KNew |
$2.97M - $3.3M
|
5.38K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.36KNew |
$2.95M - $3.28M
|
5.36K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Meketa Investment Group Inc /Adv
Westwood, MA |
BUY
|
- |
5.3K+ 95.91% |
$2.92M - $3.25M
|
10.8K
$6.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5.26K+ 79.17% |
$2.9M - $3.23M
|
11.9K
$7.06M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.19K+ 11.05% |
$2.86M - $3.18M
|
52.1K
$30.9M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.18KNew |
$2.85M - $3.17M
|
5.18K
$3.07M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
5.17KNew |
$2.85M - $3.17M
|
5.17K
$3.06M
|