Purchases and Sales Made in Q1 2025 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 02, 2025 Q1 2025
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
927
+ 2.42%
$511K - $568K
39.2K $24.6M
May 05, 2025 Q1 2025
Paragon Capital Management LLC

Overland Park, KS
BUY
 -
920
New
$507K - $564K
920 $578K
May 07, 2025 Q1 2025
Marco Investment Management LLC

BUY
 -
918
+ 3.81%
$506K - $563K
25K $15.7M
May 14, 2025 Q1 2025
Rpg Investment Advisory, LLC

BUY
 -
914
+ 100.0%
$504K - $560K
1.83K $1.15M
May 09, 2025 Q1 2025
Sgl Investment Advisors, Inc.

Missoula, MT
BUY
 -
912
+ 25.07%
$503K - $559K
4.55K $2.86M
May 15, 2025 Q1 2025
Anatole Investment Management LTD

Central, K3
BUY
 -
906
New
$500K - $555K
906 $569K
May 08, 2025 Q1 2025
Modera Wealth Management, LLC

BUY
 -
901
+ 0.98%
$497K - $552K
93.1K $58.5M
Apr 15, 2025 Q1 2025
Strategic Equity Management

BUY
 -
898
+ 1.74%
$495K - $550K
52.6K $33M
Apr 11, 2025 Q1 2025
Mkt Advisors LLC

Escondido, CA
BUY
 -
887
+ 1.63%
$489K - $544K
55.4K $34.8M
Apr 24, 2025 Q1 2025
Capital Advisors Wealth Management, LLC

BUY
 -
887
+ 5.63%
$489K - $544K
16.6K $10.4M
Apr 29, 2025 Q1 2025
Burke & Herbert Bank & Trust CO

BUY
 -
882
+ 2.19%
$486K - $541K
41.1K $25.8M
May 13, 2025 Q1 2025
Aviso Financial Inc.

Toronto, A6
BUY
 -
879
+ 2.2%
$485K - $539K
40.9K $25.7M
Apr 08, 2025 Q1 2025
Rothschild Investment LLC

Chicago, IL
BUY
 -
874
+ 3.48%
$482K - $536K
26K $16.3M
May 02, 2025 Q1 2025
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
874
+ 15.71%
$482K - $536K
6.44K $4.04M
Apr 16, 2025 Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
869
+ 3.02%
$479K - $533K
29.7K $18.6M
May 02, 2025 Q1 2025
Litman Gregory Wealth Management LLC

BUY
 -
869
+ 9.29%
$479K - $533K
10.2K $6.42M
Apr 11, 2025 Q1 2025
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
867
+ 2.09%
$478K - $531K
42.3K $26.6M
May 14, 2025 Q1 2025
Becker Capital Management Inc

BUY
 -
858
+ 0.93%
$473K - $526K
93.2K $58.6M
Apr 07, 2025 Q1 2025
Howard Financial Services, Ltd.

BUY
 -
856
+ 3.84%
$472K - $525K
23.1K $14.5M
Apr 17, 2025 Q1 2025
Northstar Group, Inc.

BUY
 -
856
+ 21.03%
$472K - $525K
4.93K $3.09M
Apr 21, 2025 Q1 2025
Davies Financial Advisors, Inc.

Murrieta, CA
BUY
 -
856
+ 5.11%
$472K - $525K
17.6K $11.1M
Apr 15, 2025 Q1 2025
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
855
+ 4.36%
$471K - $524K
20.5K $12.9M
May 15, 2025 Q1 2025
Beck Mack & Oliver LLC

New York, NY
BUY
 -
854
+ 124.31%
$471K - $523K
1.54K $968K
May 09, 2025 Q1 2025
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
853
+ 16.98%
$470K - $523K
5.88K $3.69M
Apr 30, 2025 Q1 2025
Bosman Wealth Management, LLC

Redlands, CA
BUY
 -
851
New
$469K - $522K
851 $534K
Apr 23, 2025 Q1 2025
Balance Wealth, LLC

Delaware, OH
BUY
 -
849
New
$468K - $520K
849 $533K
Apr 17, 2025 Q1 2025
Good Life Advisors, LLC

BUY
 -
848
+ 4.11%
$468K - $520K
21.5K $13.5M
Apr 22, 2025 Q1 2025
Eagle Strategies LLC

New York, NY
BUY
 -
846
+ 5.34%
$467K - $519K
16.7K $10.5M
Apr 28, 2025 Q1 2025
Yukon Wealth Management, Inc.

Overland Park, KS
BUY
 -
842
New
$464K - $516K
842 $529K
May 07, 2025 Q1 2025
Awm Capital, LLC

BUY
 -
841
+ 39.73%
$464K - $515K
2.96K $1.86M
Apr 02, 2025 Q1 2025
Park National Corp

BUY
 -
838
+ 14.77%
$462K - $514K
6.51K $4.09M
May 05, 2025 Q1 2025
Kingsman Wealth Management, Inc.

Pensacola, FL
BUY
 -
836
New
$461K - $512K
836 $525K
May 14, 2025 Q1 2025
L2 Asset Management, LLC

Wayland, MA
BUY
 -
824
New
$454K - $505K
824 $518K
Apr 14, 2025 Q1 2025
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
820
+ 3.7%
$452K - $503K
23K $14.4M
May 05, 2025 Q1 2025
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
816
+ 5.7%
$450K - $500K
15.1K $9.51M
May 15, 2025 Q1 2025
Michels Family Financial, LLC

Fort Worth, TX
BUY
 -
813
+ 7.59%
$448K - $498K
11.5K $7.24M
May 06, 2025 Q1 2025
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
807
+ 11.96%
$445K - $495K
7.55K $4.74M
Apr 29, 2025 Q1 2025
Quattro Financial Advisors LLC

BUY
 -
805
+ 7.69%
$444K - $493K
11.3K $7.08M
May 15, 2025 Q1 2025
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
799
+ 1.5%
$441K - $490K
54K $33.9M
May 12, 2025 Q1 2025
Capital Wealth Planning, LLC

BUY
 -
797
+ 1.52%
$439K - $489K
53.2K $33.4M
Apr 23, 2025 Q1 2025
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
795
+ 2.62%
$438K - $487K
31.2K $19.6M
Apr 28, 2025 Q1 2025
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
791
+ 25.07%
$436K - $485K
3.95K $2.48M
Apr 14, 2025 Q1 2025
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
778
+ 195.97%
$429K - $477K
1.18K $738K
May 05, 2025 Q1 2025
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
776
+ 10.46%
$428K - $476K
8.2K $5.15M
May 09, 2025 Q1 2025
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
774
+ 32.38%
$427K - $474K
3.16K $1.99M
Apr 28, 2025 Q1 2025
D.A. Davidson & Co.

BUY
 -
770
+ 0.81%
$425K - $472K
96K $60.3M
Apr 16, 2025 Q1 2025
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
769
+ 2.68%
$424K - $471K
29.4K $18.5M
May 05, 2025 Q1 2025
Y Intercept (Hong Kong) LTD

BUY
 -
768
New
$423K - $471K
768 $482K
Apr 22, 2025 Q1 2025
Burt Wealth Advisors

BUY
 -
766
+ 1.73%
$422K - $470K
45K $28.2M

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