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 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
409New |
$226K - $251K
|
409
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
409+ 6.97% |
$226K - $251K
|
6.28K
$3.92M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
409New |
$226K - $251K
|
409
$256K
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
BUY
|
- |
408+ 5.43% |
$225K - $250K
|
7.93K
$4.95M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
404+ 52.88% |
$223K - $248K
|
1.17K
$730K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
402New |
$222K - $246K
|
402
$251K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
402+ 3.7% |
$222K - $246K
|
11.3K
$7.04M
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
400New |
$221K - $245K
|
400
$250K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
400New |
$221K - $245K
|
400
$250K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
397New |
$219K - $243K
|
397
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
397New |
$219K - $243K
|
397
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
396+ 1.72% |
$218K - $243K
|
23.5K
$14.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
393+ 1.59% |
$217K - $241K
|
25.1K
$15.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
389+ 3.23% |
$215K - $238K
|
12.4K
$7.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
389+ 4.09% |
$215K - $238K
|
9.91K
$6.19M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
387+ 23.86% |
$213K - $237K
|
2.01K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
386New |
$213K - $237K
|
386
$241K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
385+ 32.6% |
$212K - $236K
|
1.57K
$978K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
383+ 1.9% |
$211K - $235K
|
20.6K
$12.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
380+ 17.67% |
$210K - $233K
|
2.53K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
377+ 1.29% |
$208K - $231K
|
29.5K
$18.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
373New |
$206K - $229K
|
373
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
371+ 4.06% |
$205K - $227K
|
9.51K
$5.94M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
370+ 1.69% |
$204K - $227K
|
22.3K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
370+ 32.74% |
$204K - $227K
|
1.5K
$937K
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
368New |
$203K - $226K
|
368
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
368+ 2.84% |
$203K - $226K
|
13.3K
$8.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
367+ 3.5% |
$202K - $225K
|
10.8K
$6.77M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
367+ 191.15% |
$202K - $225K
|
559
$349K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
366+ 5.87% |
$202K - $224K
|
6.6K
$4.12M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
366+ 3.51% |
$202K - $224K
|
10.8K
$6.74M
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
BUY
|
- |
365+ 85.68% |
$201K - $224K
|
791
$494K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
364+ 6.81% |
$201K - $223K
|
5.71K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
364+ 2.01% |
$201K - $223K
|
18.4K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
361+ 3.24% |
$199K - $221K
|
11.5K
$7.18M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
360+ 19.15% |
$199K - $221K
|
2.24K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
360+ 0.21% |
$199K - $221K
|
174K
$109M
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
360+ 37.58% |
$199K - $221K
|
1.32K
$823K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
358+ 4.03% |
$197K - $219K
|
9.23K
$5.77M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
357+ 1.59% |
$197K - $219K
|
22.7K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
357+ 10.17% |
$197K - $219K
|
3.87K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
356+ 0.55% |
$196K - $218K
|
65.4K
$40.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
355+ 0.96% |
$196K - $218K
|
37.2K
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
355+ 1.81% |
$196K - $218K
|
20K
$12.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
352+ 48.22% |
$194K - $216K
|
1.08K
$676K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
350+ 2.69% |
$193K - $215K
|
13.4K
$8.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Sitrin Capital Management LLC
|
BUY
|
- |
350+ 2.75% |
$193K - $215K
|
13.1K
$8.17M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
350+ 29.49% |
$193K - $215K
|
1.54K
$960K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
348+ 49.5% |
$192K - $213K
|
1.05K
$657K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
348+ 1.27% |
$192K - $213K
|
27.7K
$17.3M
|