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 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
40+ 9.64% |
$22.1K - $24.5K
|
455
$286K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
39+ 2.11% |
$21.5K - $23.9K
|
1.89K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
39+ 1.02% |
$21.5K - $23.9K
|
3.88K
$2.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
38+ 1.2% |
$21K - $23.3K
|
3.22K
$2.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
38+ 1.68% |
$21K - $23.3K
|
2.3K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
38+ 6.34% |
$21K - $23.3K
|
637
$400K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
38+ 3.44% |
$21K - $23.3K
|
1.14K
$718K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
37+ 1.13% |
$20.4K - $22.7K
|
3.3K
$2.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
36+ 1.93% |
$19.9K - $22.1K
|
1.91K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
36+ 4.05% |
$19.9K - $22.1K
|
924
$580K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
36+ 2.74% |
$19.9K - $22.1K
|
1.35K
$847K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
35+ 1.54% |
$19.3K - $21.5K
|
2.31K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
35+ 2.65% |
$19.3K - $21.5K
|
1.36K
$851K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
35+ 0.82% |
$19.3K - $21.5K
|
4.3K
$2.7M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 3.41% |
$19.3K - $21.5K
|
1.06K
$666K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
35+ 0.82% |
$19.3K - $21.5K
|
4.32K
$2.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
34+ 0.49% |
$18.7K - $20.8K
|
6.97K
$4.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
34+ 3.18% |
$18.7K - $20.8K
|
1.1K
$693K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
34+ 2.37% |
$18.7K - $20.8K
|
1.47K
$924K
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
34+ 7.11% |
$18.7K - $20.8K
|
512
$322K
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
BUY
|
- |
34+ 1.9% |
$18.7K - $20.8K
|
1.82K
$1.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
33+ 5.09% |
$18.2K - $20.2K
|
681
$428K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
33+ 2.05% |
$18.2K - $20.2K
|
1.65K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
33+ 8.87% |
$18.2K - $20.2K
|
405
$254K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
33+ 0.06% |
$18.2K - $20.2K
|
52.1K
$32.7M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
33+ 2.44% |
$18.2K - $20.2K
|
1.39K
$870K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
32+ 7.41% |
$17.6K - $19.6K
|
464
$291K
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
32+ 8.08% |
$17.6K - $19.6K
|
428
$269K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
32+ 6.53% |
$17.6K - $19.6K
|
522
$328K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
32+ 60.38% |
$17.6K - $19.6K
|
85
$53.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31+ 3.47% |
$17.1K - $19K
|
924
$580K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
30+ 5.74% |
$16.5K - $18.4K
|
553
$347K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
30+ 0.4% |
$16.5K - $18.4K
|
7.47K
$4.69M
|
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
30+ 6.61% |
$16.5K - $18.4K
|
484
$304K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
30+ 2.73% |
$16.5K - $18.4K
|
1.13K
$709K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
30+ 0.09% |
$16.5K - $18.4K
|
32.5K
$20.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
29+ 0.14% |
$16K - $17.8K
|
20.4K
$12.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
29+ 2.75% |
$16K - $17.8K
|
1.08K
$680K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
29+ 1.44% |
$16K - $17.8K
|
2.04K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
29+ 6.64% |
$16K - $17.8K
|
466
$293K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
29New |
$16K - $17.8K
|
29
$18.2K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
28+ 2.22% |
$15.4K - $17.2K
|
1.29K
$808K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
28+ 0.74% |
$15.4K - $17.2K
|
3.8K
$2.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
28+ 0.75% |
$15.4K - $17.2K
|
3.78K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
28+ 4.82% |
$15.4K - $17.2K
|
609
$382K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
28+ 0.4% |
$15.4K - $17.2K
|
7.01K
$4.4M
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
28+ 1.01% |
$15.4K - $17.2K
|
2.79K
$1.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
27+ 2.9% |
$14.9K - $16.5K
|
957
$601K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
27+ 2.39% |
$14.9K - $16.5K
|
1.16K
$725K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
27+ 0.33% |
$14.9K - $16.5K
|
8.26K
$5.19M
|