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
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.36KNew |
$2.95M - $3.28M
|
5.36K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Meketa Investment Group Inc /Adv
Westwood, MA |
BUY
|
- |
5.3K+ 95.91% |
$2.92M - $3.25M
|
10.8K
$7.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5.26K+ 79.17% |
$2.9M - $3.23M
|
11.9K
$7.87M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.19K+ 11.05% |
$2.86M - $3.18M
|
52.1K
$34.4M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.18KNew |
$2.85M - $3.17M
|
5.18K
$3.42M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
5.17KNew |
$2.85M - $3.17M
|
5.17K
$3.41M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.16K+ 443.8% |
$2.84M - $3.16M
|
6.32K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.08K+ 19.48% |
$2.8M - $3.11M
|
31.1K
$20.6M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.03K+ 6.05% |
$2.78M - $3.08M
|
88.3K
$58.3M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.03K+ 12.47% |
$2.77M - $3.08M
|
45.4K
$30M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.02K+ 153.5% |
$2.77M - $3.08M
|
8.29K
$5.48M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.01K+ 25.54% |
$2.76M - $3.07M
|
24.6K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
5KNew |
$2.76M - $3.06M
|
5K
$3.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5K+ 92.28% |
$2.75M - $3.06M
|
10.4K
$6.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.91K+ 21.14% |
$2.71M - $3.01M
|
28.1K
$18.6M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
4.91KNew |
$2.71M - $3.01M
|
4.91K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
4.89KNew |
$2.7M - $3M
|
4.89K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.87K+ 8.37% |
$2.69M - $2.99M
|
63.1K
$41.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.83KNew |
$2.66M - $2.96M
|
4.83K
$3.19M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4.73K+ 3.76% |
$2.61M - $2.9M
|
131K
$86.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
4.68K+ 8.05% |
$2.58M - $2.87M
|
62.8K
$41.5M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.64K+ 6.58% |
$2.56M - $2.85M
|
75.2K
$49.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
4.57K+ 9.12% |
$2.52M - $2.8M
|
54.6K
$36.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.53K+ 14.9% |
$2.5M - $2.78M
|
35K
$23.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.49K+ 40.56% |
$2.48M - $2.75M
|
15.6K
$10.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
4.44K+ 15.99% |
$2.45M - $2.72M
|
32.2K
$21.3M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.44K+ 10.6% |
$2.45M - $2.72M
|
46.3K
$30.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.43K+ 237.57% |
$2.44M - $2.71M
|
6.29K
$4.15M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.43K+ 100.48% |
$2.44M - $2.71M
|
8.83K
$5.83M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.39K+ 4.71% |
$2.42M - $2.69M
|
97.7K
$64.5M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.37K+ 20.53% |
$2.41M - $2.68M
|
25.7K
$16.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.36K+ 1.34% |
$2.4M - $2.67M
|
329K
$218M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
4.36K+ 194.47% |
$2.4M - $2.67M
|
6.6K
$4.36M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
4.33K+ 45.36% |
$2.39M - $2.66M
|
13.9K
$9.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
4.32K+ 72.14% |
$2.38M - $2.65M
|
10.3K
$6.81M
|
|
|
May 15, 2025
Q1 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.31K+ 107.0% |
$2.38M - $2.64M
|
8.34K
$5.51M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
4.31K+ 195.91% |
$2.38M - $2.64M
|
6.51K
$4.3M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
4.26K+ 33.33% |
$2.35M - $2.61M
|
17K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.25KNew |
$2.34M - $2.6M
|
4.25K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.24K+ 1.71% |
$2.34M - $2.6M
|
252K
$167M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.23K+ 201.14% |
$2.33M - $2.59M
|
6.33K
$4.18M
|
|
|
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
$27.1M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.21K+ 4.92% |
$2.32M - $2.58M
|
89.9K
$59.4M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.16K+ 4.33% |
$2.3M - $2.55M
|
100K
$66.2M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.14KNew |
$2.28M - $2.54M
|
4.14K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
4.12KNew |
$2.27M - $2.52M
|
4.12K
$2.72M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4.11K+ 1112.74% |
$2.26M - $2.52M
|
4.48K
$2.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.1K+ 3.42% |
$2.26M - $2.51M
|
124K
$82M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
4.1K+ 13.46% |
$2.26M - $2.51M
|
34.5K
$22.8M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.08K+ 28.76% |
$2.25M - $2.5M
|
18.3K
$12.1M
|