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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
11+ 0.01% |
$6.07K - $6.74K
|
202K
$127M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.18% |
$6.07K - $6.74K
|
6.07K
$3.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
11+ 0.33% |
$6.07K - $6.74K
|
3.34K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
11+ 2.18% |
$6.07K - $6.74K
|
515
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
11+ 2.66% |
$6.07K - $6.74K
|
425
$267K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
11+ 0.25% |
$6.07K - $6.74K
|
4.47K
$2.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11+ 0.08% |
$6.07K - $6.74K
|
14.6K
$9.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
11+ 0.97% |
$6.07K - $6.74K
|
1.14K
$717K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
11+ 0.93% |
$6.07K - $6.74K
|
1.2K
$752K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
11+ 2.2% |
$6.07K - $6.74K
|
512
$322K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
11+ 1.32% |
$6.07K - $6.74K
|
847
$532K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
10+ 1.02% |
$5.51K - $6.13K
|
991
$622K
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
10+ 2.06% |
$5.51K - $6.13K
|
496
$312K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
10+ 0.79% |
$5.51K - $6.13K
|
1.28K
$802K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10+ 0.15% |
$5.51K - $6.13K
|
6.51K
$4.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
10+ 0.07% |
$5.51K - $6.13K
|
15.2K
$9.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
10+ 1.04% |
$5.51K - $6.13K
|
967
$607K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
10+ 0.86% |
$5.51K - $6.13K
|
1.18K
$739K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
10+ 0.39% |
$5.51K - $6.13K
|
2.59K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10+ 0.35% |
$5.51K - $6.13K
|
2.83K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.27% |
$5.51K - $6.13K
|
3.7K
$2.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
9+ 4.64% |
$4.96K - $5.52K
|
203
$127K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
9+ 0.54% |
$4.96K - $5.52K
|
1.68K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
9+ 0.33% |
$4.96K - $5.52K
|
2.74K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
8+ 0.63% |
$4.41K - $4.9K
|
1.28K
$801K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
8+ 1.59% |
$4.41K - $4.9K
|
512
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8+ 0.23% |
$4.41K - $4.9K
|
3.41K
$2.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
8+ 0.81% |
$4.41K - $4.9K
|
990
$622K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
8+ 1.37% |
$4.41K - $4.9K
|
590
$371K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8+ 1.02% |
$4.41K - $4.9K
|
796
$500K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
8+ 0.18% |
$4.41K - $4.9K
|
4.46K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
8+ 1.68% |
$4.41K - $4.9K
|
485
$305K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
7+ 0.2% |
$3.86K - $4.29K
|
3.53K
$2.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7+ 0.11% |
$3.86K - $4.29K
|
6.59K
$4.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7+ 13.46% |
$3.86K - $4.29K
|
59
$37.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
7+ 0.79% |
$3.86K - $4.29K
|
892
$560K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
7+ 0.24% |
$3.86K - $4.29K
|
2.91K
$1.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.26% |
$3.86K - $4.29K
|
2.68K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
7+ 0.61% |
$3.86K - $4.29K
|
1.15K
$720K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
7+ 0.97% |
$3.86K - $4.29K
|
729
$458K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
7+ 0.3% |
$3.86K - $4.29K
|
2.31K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.33% |
$3.86K - $4.29K
|
2.11K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
7+ 0.9% |
$3.86K - $4.29K
|
788
$495K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
7+ 0.34% |
$3.86K - $4.29K
|
2.07K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$3.31K - $3.68K
|
3.36K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
6+ 0.24% |
$3.31K - $3.68K
|
2.52K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.06% |
$3.31K - $3.68K
|
9.33K
$5.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
6+ 1.46% |
$3.31K - $3.68K
|
418
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
6+ 0.59% |
$3.31K - $3.68K
|
1.02K
$642K
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
6+ 0.69% |
$3.31K - $3.68K
|
871
$547K
|