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 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.16K+ 443.8% |
$2.84M - $3.16M
|
6.32K
$3.75M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.08K+ 19.48% |
$2.8M - $3.11M
|
31.1K
$18.5M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.03K+ 6.05% |
$2.78M - $3.08M
|
88.3K
$52.3M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.03K+ 12.47% |
$2.77M - $3.08M
|
45.4K
$26.9M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.02K+ 153.5% |
$2.77M - $3.08M
|
8.29K
$4.91M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.01K+ 25.54% |
$2.76M - $3.07M
|
24.6K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
5KNew |
$2.76M - $3.06M
|
5K
$2.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5K+ 92.28% |
$2.75M - $3.06M
|
10.4K
$6.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.91K+ 21.14% |
$2.71M - $3.01M
|
28.1K
$16.7M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
4.91KNew |
$2.71M - $3.01M
|
4.91K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
4.89KNew |
$2.7M - $3M
|
4.89K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.87K+ 8.37% |
$2.69M - $2.99M
|
63.1K
$37.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.83KNew |
$2.66M - $2.96M
|
4.83K
$2.86M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4.73K+ 3.76% |
$2.61M - $2.9M
|
131K
$77.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
4.68K+ 8.05% |
$2.58M - $2.87M
|
62.8K
$37.2M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.64K+ 6.58% |
$2.56M - $2.85M
|
75.2K
$44.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
4.57K+ 9.12% |
$2.52M - $2.8M
|
54.6K
$32.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.53K+ 14.9% |
$2.5M - $2.78M
|
35K
$20.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.49K+ 40.56% |
$2.48M - $2.75M
|
15.6K
$9.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
4.44K+ 15.99% |
$2.45M - $2.72M
|
32.2K
$19.1M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.44K+ 10.6% |
$2.45M - $2.72M
|
46.3K
$27.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.43K+ 237.57% |
$2.44M - $2.71M
|
6.29K
$3.73M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.43K+ 100.48% |
$2.44M - $2.71M
|
8.83K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.39K+ 4.71% |
$2.42M - $2.69M
|
97.7K
$57.9M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.37K+ 20.53% |
$2.41M - $2.68M
|
25.7K
$15.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.36K+ 1.34% |
$2.4M - $2.67M
|
329K
$195M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
4.36K+ 194.47% |
$2.4M - $2.67M
|
6.6K
$3.91M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
4.33K+ 45.36% |
$2.39M - $2.66M
|
13.9K
$8.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
4.32K+ 72.14% |
$2.38M - $2.65M
|
10.3K
$6.11M
|
|
|
May 15, 2025
Q1 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.31K+ 107.0% |
$2.38M - $2.64M
|
8.34K
$4.95M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
4.31K+ 195.91% |
$2.38M - $2.64M
|
6.51K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.25KNew |
$2.34M - $2.6M
|
4.25K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.24K+ 1.71% |
$2.34M - $2.6M
|
252K
$150M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.23K+ 201.14% |
$2.33M - $2.59M
|
6.33K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.22K+ 11.44% |
$2.32M - $2.58M
|
41.1K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.21K+ 4.92% |
$2.32M - $2.58M
|
89.9K
$53.3M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.16K+ 4.33% |
$2.3M - $2.55M
|
100K
$59.4M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.14KNew |
$2.28M - $2.54M
|
4.14K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
4.12KNew |
$2.27M - $2.52M
|
4.12K
$2.44M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4.11K+ 1112.74% |
$2.26M - $2.52M
|
4.48K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.1K+ 3.42% |
$2.26M - $2.51M
|
124K
$73.5M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
4.1K+ 13.46% |
$2.26M - $2.51M
|
34.5K
$20.5M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.08K+ 28.76% |
$2.25M - $2.5M
|
18.3K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
4KNew |
$2.21M - $2.45M
|
4K
$2.37M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.96K+ 19.58% |
$2.18M - $2.43M
|
24.2K
$14.3M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.96K+ 1.79% |
$2.18M - $2.43M
|
225K
$133M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.96K+ 75.57% |
$2.18M - $2.43M
|
9.19K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.95K+ 25.41% |
$2.18M - $2.42M
|
19.5K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
3.94K+ 27.36% |
$2.17M - $2.41M
|
18.3K
$10.9M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.93K+ 4.54% |
$2.17M - $2.41M
|
90.5K
$53.6M
|