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 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.34K+ 4.47% |
$1.29M - $1.43M
|
54.7K
$34.2M
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.33K+ 74.79% |
$1.28M - $1.43M
|
5.44K
$3.4M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.26K+ 15.83% |
$1.24M - $1.38M
|
16.5K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.25K+ 255.22% |
$1.24M - $1.38M
|
3.13K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.25K+ 3.13% |
$1.24M - $1.38M
|
74.1K
$46.3M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
2.25K+ 172.96% |
$1.24M - $1.38M
|
3.54K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
2.24KNew |
$1.24M - $1.37M
|
2.24K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.2KNew |
$1.21M - $1.35M
|
2.2K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.19K+ 9.4% |
$1.21M - $1.34M
|
25.5K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Edgewood Management LLC
Greenwich, CT |
BUY
|
- |
2.19K+ 10.26% |
$1.21M - $1.34M
|
23.5K
$14.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.19K+ 3.53% |
$1.2M - $1.34M
|
64K
$40M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
2.18K+ 19.27% |
$1.2M - $1.34M
|
13.5K
$8.44M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.18K+ 12.1% |
$1.2M - $1.34M
|
20.2K
$12.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
2.16K+ 56.86% |
$1.19M - $1.33M
|
5.97K
$3.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 2.17% |
$1.18M - $1.32M
|
101K
$63.2M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.11K+ 44.0% |
$1.16M - $1.29M
|
6.91K
$4.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.11K+ 2.02% |
$1.16M - $1.29M
|
106K
$66.5M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
2.1K+ 37.76% |
$1.16M - $1.29M
|
7.65K
$4.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.08K+ 344.61% |
$1.15M - $1.27M
|
2.68K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.08K+ 260.6% |
$1.15M - $1.27M
|
2.87K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
2.06K+ 7.11% |
$1.13M - $1.26M
|
31K
$19.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.04K+ 89.78% |
$1.12M - $1.25M
|
4.31K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.03K+ 70.9% |
$1.12M - $1.25M
|
4.9K
$3.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.03K+ 232.34% |
$1.12M - $1.24M
|
2.9K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.03K+ 207.06% |
$1.12M - $1.24M
|
3K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.01K+ 1.83% |
$1.11M - $1.23M
|
112K
$69.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 4.25% |
$1.11M - $1.23M
|
49.2K
$30.7M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.99K+ 2.76% |
$1.1M - $1.22M
|
74.2K
$46.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.99K+ 6.7% |
$1.09M - $1.22M
|
31.6K
$19.8M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.98K+ 0.82% |
$1.09M - $1.21M
|
243K
$152M
|
|
|
May 05, 2025
Q1 2025
|
Pacific Wealth Management
|
BUY
|
- |
1.97K+ 1.08% |
$1.09M - $1.21M
|
185K
$116M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.97K+ 21.63% |
$1.09M - $1.21M
|
11.1K
$6.93M
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.97K+ 4.66% |
$1.09M - $1.21M
|
44.2K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.97K+ 0.43% |
$1.09M - $1.21M
|
457K
$286M
|
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
1.95KNew |
$1.07M - $1.19M
|
1.95K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.94K+ 3.0% |
$1.07M - $1.19M
|
66.7K
$41.7M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.93K+ 70.29% |
$1.06M - $1.18M
|
4.67K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
1.9KNew |
$1.05M - $1.16M
|
1.9K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
1.9K+ 41.34% |
$1.05M - $1.16M
|
6.49K
$4.05M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.89K+ 18.05% |
$1.04M - $1.16M
|
12.3K
$7.71M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.88K+ 12.59% |
$1.04M - $1.15M
|
16.8K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.88K+ 19.87% |
$1.04M - $1.15M
|
11.3K
$7.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.86K+ 9.32% |
$1.03M - $1.14M
|
21.8K
$13.6M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.85K+ 2.52% |
$1.02M - $1.14M
|
75.5K
$47.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.84K+ 425.99% |
$1.01M - $1.13M
|
2.27K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.83K+ 7.34% |
$1.01M - $1.12M
|
26.7K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.82K+ 16.37% |
$1M - $1.12M
|
12.9K
$8.08M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.8K+ 1.88% |
$994K - $1.11M
|
97.7K
$61M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.79K+ 51.23% |
$988K - $1.1M
|
5.29K
$3.3M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.79K+ 1.16% |
$984K - $1.09M
|
156K
$97.3M
|