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 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
542+ 9.6% |
$299K - $332K
|
6.19K
$3.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
542+ 0.99% |
$299K - $332K
|
55.4K
$34.6M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
542+ 1.56% |
$299K - $332K
|
35.3K
$22M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
539New |
$297K - $330K
|
539
$337K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
539New |
$297K - $330K
|
539
$337K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
539+ 1.14% |
$297K - $330K
|
47.7K
$29.8M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
538+ 54.02% |
$297K - $330K
|
1.53K
$958K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
538+ 2.03% |
$297K - $330K
|
27K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
537+ 1.96% |
$296K - $329K
|
27.9K
$17.4M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
534+ 20.45% |
$294K - $327K
|
3.15K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
532+ 111.06% |
$293K - $326K
|
1.01K
$632K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
531+ 19.58% |
$293K - $325K
|
3.24K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
531+ 6.21% |
$293K - $325K
|
9.08K
$5.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
530+ 118.3% |
$292K - $325K
|
978
$611K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
530+ 23.29% |
$292K - $325K
|
2.81K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
528+ 3.7% |
$291K - $324K
|
14.8K
$9.25M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
526+ 65.5% |
$290K - $322K
|
1.33K
$830K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
525+ 44.27% |
$289K - $322K
|
1.71K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
525+ 13.63% |
$289K - $322K
|
4.38K
$2.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
524+ 40.78% |
$289K - $321K
|
1.81K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
524New |
$289K - $321K
|
524
$327K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
524+ 5.79% |
$289K - $321K
|
9.57K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
523+ 5.34% |
$288K - $321K
|
10.3K
$6.44M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
522New |
$288K - $320K
|
522
$326K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
522+ 5.08% |
$288K - $320K
|
10.8K
$6.75M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
520New |
$287K - $319K
|
520
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
519+ 35.84% |
$286K - $318K
|
1.97K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
515+ 0.38% |
$284K - $316K
|
135K
$84.2M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
514+ 46.94% |
$283K - $315K
|
1.61K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
509New |
$281K - $312K
|
509
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
501+ 7.49% |
$276K - $307K
|
7.19K
$4.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
500+ 6.15% |
$276K - $306K
|
8.63K
$5.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
500+ 14.41% |
$276K - $306K
|
3.97K
$2.48M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
497+ 6.24% |
$274K - $305K
|
8.46K
$5.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
495+ 1.17% |
$273K - $303K
|
42.8K
$26.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
494+ 7.7% |
$272K - $303K
|
6.91K
$4.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
493+ 1.56% |
$272K - $302K
|
32.2K
$20.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
490+ 156.05% |
$270K - $300K
|
804
$502K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
487New |
$269K - $298K
|
487
$304K
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
487New |
$269K - $298K
|
487
$304K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
485New |
$267K - $297K
|
485
$303K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
484+ 57.83% |
$267K - $297K
|
1.32K
$825K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
484New |
$267K - $297K
|
484
$302K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
484+ 5.91% |
$267K - $297K
|
8.68K
$5.42M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
483+ 4.87% |
$266K - $296K
|
10.4K
$6.49M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
482+ 3.13% |
$266K - $295K
|
15.9K
$9.91M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
482+ 0.75% |
$266K - $295K
|
64.4K
$40.2M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
482+ 1.65% |
$266K - $295K
|
29.7K
$18.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
481+ 2.41% |
$265K - $295K
|
20.4K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
481+ 130.35% |
$265K - $295K
|
850
$531K
|