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
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
634+ 7.8% |
$350K - $389K
|
8.76K
$5.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
633+ 0.87% |
$349K - $388K
|
73.6K
$46M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
630+ 123.77% |
$347K - $386K
|
1.14K
$712K
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
627+ 5.46% |
$346K - $384K
|
12.1K
$7.57M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
626+ 6.97% |
$345K - $384K
|
9.61K
$6.01M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
625+ 164.47% |
$345K - $383K
|
1.01K
$628K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
622+ 0.92% |
$343K - $381K
|
68.5K
$42.8M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
617+ 0.49% |
$340K - $378K
|
126K
$78.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
616+ 64.44% |
$340K - $378K
|
1.57K
$982K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
614+ 2.27% |
$339K - $376K
|
27.7K
$17.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
609+ 9.7% |
$336K - $373K
|
6.89K
$4.3M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
609+ 1.0% |
$336K - $373K
|
61.6K
$38.5M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
609+ 17.78% |
$336K - $373K
|
4.03K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
608+ 2.04% |
$335K - $373K
|
30.4K
$19M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
607+ 1.67% |
$335K - $372K
|
36.9K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
606+ 2.04% |
$334K - $371K
|
30.3K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
606+ 3.92% |
$334K - $371K
|
16.1K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
604+ 6.65% |
$333K - $370K
|
9.69K
$6.05M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
603+ 0.67% |
$333K - $370K
|
90.3K
$56.4M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
603+ 2.26% |
$333K - $370K
|
27.3K
$17M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
600+ 84.15% |
$331K - $368K
|
1.31K
$820K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
600New |
$331K - $368K
|
600
$375K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
597+ 26.18% |
$329K - $366K
|
2.88K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
592+ 3.38% |
$326K - $363K
|
18.1K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
592+ 35.64% |
$326K - $363K
|
2.25K
$1.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
588+ 8.39% |
$324K - $360K
|
7.59K
$4.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
585+ 0.53% |
$323K - $359K
|
112K
$69.7M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
585+ 1.43% |
$323K - $359K
|
41.6K
$26M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
581+ 0.47% |
$320K - $356K
|
126K
$78.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
579+ 0.89% |
$319K - $355K
|
65.6K
$41M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
579+ 2.38% |
$319K - $355K
|
24.9K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
578New |
$319K - $354K
|
578
$361K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
575+ 1.28% |
$317K - $352K
|
45.4K
$28.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
571+ 4.45% |
$315K - $350K
|
13.4K
$8.37M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
571New |
$315K - $350K
|
571
$357K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
570+ 5.3% |
$314K - $349K
|
11.3K
$7.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
568New |
$313K - $348K
|
568
$355K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
567+ 2.92% |
$313K - $348K
|
20K
$12.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
563+ 3.37% |
$310K - $345K
|
17.3K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
562+ 52.97% |
$310K - $344K
|
1.62K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
560+ 16.48% |
$309K - $343K
|
3.96K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
556New |
$307K - $341K
|
556
$347K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
555+ 15.33% |
$306K - $340K
|
4.18K
$2.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
553+ 2.84% |
$305K - $339K
|
20.1K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
552+ 66.67% |
$304K - $338K
|
1.38K
$862K
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
551+ 50.27% |
$304K - $338K
|
1.65K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
551+ 1.89% |
$304K - $338K
|
29.7K
$18.6M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
550+ 2.24% |
$303K - $337K
|
25.1K
$15.7M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
548+ 11.57% |
$302K - $336K
|
5.28K
$3.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
547New |
$302K - $335K
|
547
$342K
|