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 15, 2025
Q1 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
4KNew |
$2.21M - $2.45M
|
4K
$2.64M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.96K+ 19.58% |
$2.18M - $2.43M
|
24.2K
$16M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.96K+ 1.79% |
$2.18M - $2.43M
|
225K
$149M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.96K+ 75.57% |
$2.18M - $2.43M
|
9.19K
$6.07M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.95K+ 25.41% |
$2.18M - $2.42M
|
19.5K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
3.94K+ 27.36% |
$2.17M - $2.41M
|
18.3K
$12.1M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.93K+ 4.54% |
$2.17M - $2.41M
|
90.5K
$59.8M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.93K+ 25.65% |
$2.17M - $2.41M
|
19.2K
$12.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.89KNew |
$2.15M - $2.39M
|
3.89K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.89K+ 15.02% |
$2.14M - $2.38M
|
29.8K
$19.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.89K+ 0.59% |
$2.14M - $2.38M
|
659K
$436M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.86K+ 0.85% |
$2.13M - $2.37M
|
458K
$302M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.86KNew |
$2.13M - $2.36M
|
3.86K
$2.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
3.84K+ 27.07% |
$2.12M - $2.35M
|
18K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.8K+ 28.25% |
$2.1M - $2.33M
|
17.3K
$11.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.75K+ 12.65% |
$2.07M - $2.3M
|
33.4K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Gallo Partners, LP
Bloomfield, NJ |
BUY
|
- |
3.75K+ 318.79% |
$2.07M - $2.3M
|
4.93K
$3.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.7K+ 13.85% |
$2.04M - $2.27M
|
30.4K
$20.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3.68K+ 19.18% |
$2.03M - $2.26M
|
22.9K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.68K+ 16.13% |
$2.03M - $2.25M
|
26.5K
$17.5M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.67K+ 45.15% |
$2.03M - $2.25M
|
11.8K
$7.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.67K+ 21.11% |
$2.02M - $2.25M
|
21.1K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.66KNew |
$2.02M - $2.24M
|
3.66K
$2.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.64K+ 13.56% |
$2.01M - $2.23M
|
30.5K
$20.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.63K+ 6.6% |
$2M - $2.22M
|
58.6K
$38.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.61K+ 100.84% |
$1.99M - $2.21M
|
7.19K
$4.75M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.54K+ 178.81% |
$1.95M - $2.17M
|
5.53K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.54K+ 15.05% |
$1.95M - $2.17M
|
27.1K
$17.9M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
3.54KNew |
$1.95M - $2.17M
|
3.54K
$2.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.48K+ 547.72% |
$1.92M - $2.13M
|
4.11K
$2.72M
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
3.48K+ 4.64% |
$1.92M - $2.13M
|
78.4K
$51.8M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.47K+ 2.41% |
$1.91M - $2.12M
|
147K
$97.3M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.46K+ 0.62% |
$1.91M - $2.12M
|
563K
$372M
|
|
|
May 12, 2025
Q1 2025
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.41KNew |
$1.88M - $2.09M
|
3.41K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
3.41K+ 12.18% |
$1.88M - $2.09M
|
31.4K
$20.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.4K+ 165.69% |
$1.87M - $2.08M
|
5.44K
$3.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.36K+ 18.48% |
$1.85M - $2.06M
|
21.5K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.33K+ 66.66% |
$1.84M - $2.04M
|
8.33K
$5.51M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.33K+ 34.07% |
$1.83M - $2.04M
|
13.1K
$8.65M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.33K+ 20.83% |
$1.83M - $2.04M
|
19.3K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
3.33K+ 7.01% |
$1.83M - $2.04M
|
50.8K
$33.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.32K+ 17.08% |
$1.83M - $2.03M
|
22.8K
$15M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.31K+ 6.75% |
$1.83M - $2.03M
|
52.4K
$34.6M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.3K+ 241.2% |
$1.82M - $2.02M
|
4.67K
$3.09M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
3.27K+ 119.08% |
$1.8M - $2M
|
6.02K
$3.97M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.26K+ 8.3% |
$1.8M - $2M
|
42.6K
$28.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.23K+ 448.19% |
$1.78M - $1.98M
|
3.95K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.17K+ 112.79% |
$1.75M - $1.95M
|
5.99K
$3.96M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
3.14KNew |
$1.73M - $1.92M
|
3.14K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.13K+ 7.17% |
$1.72M - $1.92M
|
46.7K
$30.9M
|