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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
474New |
$261K - $291K
|
474
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
472+ 5.3% |
$260K - $289K
|
9.38K
$5.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
471+ 203.9% |
$260K - $289K
|
702
$439K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
471+ 8.62% |
$260K - $289K
|
5.93K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
470+ 18.64% |
$259K - $288K
|
2.99K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
466+ 7.15% |
$257K - $286K
|
6.98K
$4.36M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
464+ 1.77% |
$256K - $284K
|
26.7K
$16.7M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
462+ 4.97% |
$255K - $283K
|
9.77K
$6.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
461+ 1.04% |
$254K - $283K
|
44.7K
$27.9M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
460+ 8.01% |
$254K - $282K
|
6.2K
$3.88M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
459+ 6.76% |
$253K - $281K
|
7.25K
$4.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
457+ 20.96% |
$252K - $280K
|
2.64K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
457+ 2.43% |
$252K - $280K
|
19.3K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
457New |
$252K - $280K
|
457
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
455New |
$251K - $279K
|
455
$284K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
453+ 20.17% |
$250K - $278K
|
2.7K
$1.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
453+ 6.6% |
$250K - $278K
|
7.32K
$4.57M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
450+ 3.44% |
$248K - $276K
|
13.5K
$8.45M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
449New |
$248K - $275K
|
449
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
448+ 2.31% |
$247K - $275K
|
19.8K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
447+ 17.05% |
$246K - $274K
|
3.07K
$1.92M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
447+ 1.7% |
$246K - $274K
|
26.8K
$16.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
446+ 2.08% |
$246K - $273K
|
21.9K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
446+ 2.09% |
$246K - $273K
|
21.8K
$13.6M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
445+ 0.19% |
$245K - $273K
|
240K
$150M
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
444+ 1.71% |
$245K - $272K
|
26.4K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
444+ 1.38% |
$245K - $272K
|
32.6K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
444+ 8.99% |
$245K - $272K
|
5.38K
$3.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
443+ 2.3% |
$244K - $272K
|
19.7K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
442+ 0.88% |
$244K - $271K
|
50.6K
$31.6M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
439+ 1.36% |
$242K - $269K
|
32.7K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
438+ 3.95% |
$242K - $268K
|
11.5K
$7.2M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
438+ 85.38% |
$242K - $268K
|
951
$594K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
437+ 19.42% |
$241K - $268K
|
2.69K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
437+ 6.98% |
$241K - $268K
|
6.69K
$4.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
434New |
$239K - $266K
|
434
$271K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
432+ 33.49% |
$238K - $265K
|
1.72K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
430New |
$237K - $264K
|
430
$269K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
427+ 5.22% |
$235K - $262K
|
8.61K
$5.38M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
427New |
$235K - $262K
|
427
$267K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
426+ 10.25% |
$235K - $261K
|
4.58K
$2.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
426New |
$235K - $261K
|
426
$266K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
426+ 6.73% |
$235K - $261K
|
6.75K
$4.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
425New |
$234K - $260K
|
425
$266K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
419+ 2.43% |
$231K - $257K
|
17.7K
$11M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
418New |
$230K - $256K
|
418
$261K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
415New |
$229K - $254K
|
415
$259K
|
|
|
May 15, 2025
Q1 2025
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
415+ 14.13% |
$229K - $254K
|
3.35K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
411New |
$227K - $252K
|
411
$257K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
410New |
$226K - $251K
|
410
$256K
|