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 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
6+ 0.65% |
$3.31K - $3.68K
|
923
$580K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6+ 0.46% |
$3.31K - $3.68K
|
1.3K
$815K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6+ 0.33% |
$3.31K - $3.68K
|
1.84K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
6+ 0.12% |
$3.31K - $3.68K
|
5.12K
$3.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
5+ 0.6% |
$2.76K - $3.06K
|
838
$526K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
5+ 0.31% |
$2.76K - $3.06K
|
1.61K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5+ 1.12% |
$2.76K - $3.06K
|
452
$284K
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
5+ 0.37% |
$2.76K - $3.06K
|
1.35K
$845K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5+ 0.27% |
$2.76K - $3.06K
|
1.84K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
5+ 0.3% |
$2.76K - $3.06K
|
1.68K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5+ 0.42% |
$2.76K - $3.06K
|
1.19K
$744K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
5+ 0.37% |
$2.76K - $3.06K
|
1.36K
$856K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5+ 0.03% |
$2.76K - $3.06K
|
18.1K
$11.4M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
5+ 0.43% |
$2.76K - $3.06K
|
1.17K
$734K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
5+ 0.05% |
$2.76K - $3.06K
|
9.4K
$5.9M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
5+ 0.32% |
$2.76K - $3.06K
|
1.57K
$987K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
5+ 8.93% |
$2.76K - $3.06K
|
61
$38.3K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
5+ 0.26% |
$2.76K - $3.06K
|
1.9K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
5+ 0.07% |
$2.76K - $3.06K
|
6.86K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5+ 0.39% |
$2.76K - $3.06K
|
1.3K
$816K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 1.2% |
$2.21K - $2.45K
|
337
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.02% |
$2.21K - $2.45K
|
16K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4+ 0.08% |
$2.21K - $2.45K
|
4.75K
$2.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
4+ 0.02% |
$2.21K - $2.45K
|
16.7K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4+ 0.09% |
$2.21K - $2.45K
|
4.5K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.32% |
$2.21K - $2.45K
|
1.25K
$782K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4+ 0.79% |
$2.21K - $2.45K
|
511
$321K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
4+ 0.37% |
$2.21K - $2.45K
|
1.09K
$686K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4+ 0.48% |
$2.21K - $2.45K
|
832
$523K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4+ 0.18% |
$2.21K - $2.45K
|
2.2K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.43% |
$2.21K - $2.45K
|
944
$593K
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
4+ 0.61% |
$2.21K - $2.45K
|
664
$417K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4+ 0.53% |
$2.21K - $2.45K
|
763
$479K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.3% |
$2.21K - $2.45K
|
1.32K
$827K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 1.11% |
$2.21K - $2.45K
|
363
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
3+ 0.29% |
$1.65K - $1.84K
|
1.06K
$663K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
3+ 0.06% |
$1.65K - $1.84K
|
5.44K
$3.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3+ 0.46% |
$1.65K - $1.84K
|
657
$413K
|
|
|
Apr 17, 2025
Q1 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
3+ 0.14% |
$1.65K - $1.84K
|
2.22K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
3+ 0.82% |
$1.65K - $1.84K
|
368
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
3+ 0.07% |
$1.65K - $1.84K
|
4.37K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
3+ 0.11% |
$1.65K - $1.84K
|
2.62K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
3New |
$1.65K - $1.84K
|
3
$1.88K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3+ 0.23% |
$1.65K - $1.84K
|
1.28K
$806K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
3+ 0.28% |
$1.65K - $1.84K
|
1.07K
$671K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
3+ 0.12% |
$1.65K - $1.84K
|
2.55K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3+ 0.07% |
$1.65K - $1.84K
|
4.44K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3+ 0.16% |
$1.65K - $1.84K
|
1.83K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3+ 0.16% |
$1.65K - $1.84K
|
1.88K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$1.65K - $1.84K
|
909
$571K
|