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 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3+ 0.05% |
$1.65K - $1.84K
|
6.47K
$4.06M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
3+ 0.22% |
$1.65K - $1.84K
|
1.34K
$843K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3+ 0.05% |
$1.65K - $1.84K
|
5.86K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3+ 0.1% |
$1.65K - $1.84K
|
2.87K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
3+ 0.31% |
$1.65K - $1.84K
|
977
$614K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.29% |
$1.65K - $1.84K
|
1.04K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
3+ 0.23% |
$1.65K - $1.84K
|
1.28K
$805K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3+ 0.77% |
$1.65K - $1.84K
|
393
$247K
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.33% |
$1.65K - $1.84K
|
899
$565K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
2+ 0.17% |
$1.1K - $1.23K
|
1.18K
$738K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.24% |
$1.1K - $1.23K
|
843
$529K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 0.27% |
$1.1K - $1.23K
|
743
$467K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.4% |
$1.1K - $1.23K
|
502
$315K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.08% |
$1.1K - $1.23K
|
2.51K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
2+ 0.14% |
$1.1K - $1.23K
|
1.39K
$874K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.04% |
$1.1K - $1.23K
|
5.47K
$3.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
2+ 0.23% |
$1.1K - $1.23K
|
883
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2+ 0.02% |
$1.1K - $1.23K
|
9.45K
$5.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
2+ 0.22% |
$1.1K - $1.23K
|
932
$585K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2+ 0.3% |
$1.1K - $1.23K
|
670
$421K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.23% |
$1.1K - $1.23K
|
877
$551K
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$1.1K - $1.23K
|
7.9K
$4.96M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.22% |
$1.1K - $1.23K
|
917
$576K
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
2+ 0.16% |
$1.1K - $1.23K
|
1.27K
$798K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.3% |
$1.1K - $1.23K
|
664
$417K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2+ 0.34% |
$1.1K - $1.23K
|
592
$372K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2+ 0.03% |
$1.1K - $1.23K
|
6.3K
$3.96M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$1.1K - $1.23K
|
7.07K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$1.1K - $1.23K
|
666
$418K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2+ 0.03% |
$1.1K - $1.23K
|
5.95K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2+ 0.21% |
$1.1K - $1.23K
|
946
$594K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.04% |
$1.1K - $1.23K
|
4.93K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.28% |
$1.1K - $1.23K
|
717
$450K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$1.1K - $1.23K
|
7.12K
$4.47M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2+ 0.34% |
$1.1K - $1.23K
|
591
$371K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
2+ 0.93% |
$1.1K - $1.23K
|
217
$136K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.36% |
$1.1K - $1.23K
|
561
$352K
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2+ 0.35% |
$1.1K - $1.23K
|
572
$359K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1+ 0.11% |
$551 - $613
|
873
$548K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.01% |
$551 - $613
|
10.3K
$6.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.1% |
$551 - $613
|
958
$602K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1+ 0.05% |
$551 - $613
|
1.87K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
1+ 0.15% |
$551 - $613
|
685
$430K
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$551 - $613
|
5.27K
$3.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$551 - $613
|
351
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1+ 0.02% |
$551 - $613
|
5.31K
$3.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1+ 0.21% |
$551 - $613
|
467
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1+ 0.1% |
$551 - $613
|
1.03K
$647K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
1+ 0.18% |
$551 - $613
|
568
$357K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.05% |
$551 - $613
|
2.22K
$1.4M
|