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 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
343+ 0.18% |
$189K - $210K
|
187K
$117M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
341New |
$188K - $209K
|
341
$213K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
341+ 3.46% |
$188K - $209K
|
10.2K
$6.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
339+ 1.56% |
$187K - $208K
|
22K
$13.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
337+ 5.2% |
$186K - $207K
|
6.82K
$4.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
335+ 8.76% |
$185K - $205K
|
4.16K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
334+ 3.03% |
$184K - $205K
|
11.4K
$7.1M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
331+ 27.84% |
$183K - $203K
|
1.52K
$950K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
331+ 5.21% |
$183K - $203K
|
6.68K
$4.18M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
329+ 7.29% |
$181K - $202K
|
4.84K
$3.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
327+ 30.06% |
$180K - $200K
|
1.42K
$884K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
323+ 12.1% |
$178K - $198K
|
2.99K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
323+ 0.15% |
$178K - $198K
|
214K
$134M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
321+ 5.08% |
$177K - $197K
|
6.64K
$4.15M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
317+ 6.5% |
$175K - $194K
|
5.19K
$3.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
315+ 14.81% |
$174K - $193K
|
2.44K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
315+ 1.32% |
$174K - $193K
|
24.2K
$15.1M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
314+ 22.02% |
$173K - $192K
|
1.74K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
313+ 2.05% |
$173K - $192K
|
15.6K
$9.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
312+ 0.81% |
$172K - $191K
|
39K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
311+ 2.02% |
$171K - $191K
|
15.7K
$9.81M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
309+ 4.88% |
$170K - $189K
|
6.64K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
305+ 1.16% |
$168K - $187K
|
26.7K
$16.7M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
304+ 15.4% |
$168K - $186K
|
2.28K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
304+ 9.01% |
$168K - $186K
|
3.68K
$2.3M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
302+ 3.48% |
$167K - $185K
|
8.97K
$5.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
300+ 1.44% |
$165K - $184K
|
21.2K
$13.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
300+ 18.54% |
$165K - $184K
|
1.92K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
297+ 7.25% |
$164K - $182K
|
4.4K
$2.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
295+ 36.83% |
$163K - $181K
|
1.1K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
295+ 2.87% |
$163K - $181K
|
10.6K
$6.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
294+ 18.41% |
$162K - $180K
|
1.89K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
292+ 17.58% |
$161K - $179K
|
1.95K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
292+ 49.08% |
$161K - $179K
|
887
$554K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
291+ 0.65% |
$160K - $178K
|
44.9K
$28M
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
291+ 0.52% |
$160K - $178K
|
55.9K
$34.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
286+ 16.47% |
$158K - $175K
|
2.02K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
286+ 12.69% |
$158K - $175K
|
2.54K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
285+ 8.51% |
$157K - $175K
|
3.64K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
285+ 12.21% |
$157K - $175K
|
2.62K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
282+ 5.69% |
$156K - $173K
|
5.24K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
279+ 0.54% |
$154K - $171K
|
51.5K
$32.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
277+ 1.12% |
$153K - $170K
|
25K
$15.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
274+ 10.9% |
$151K - $168K
|
2.79K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
274+ 16.29% |
$151K - $168K
|
1.96K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
273+ 14.04% |
$151K - $167K
|
2.22K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
272+ 71.02% |
$150K - $167K
|
655
$409K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
271+ 13.14% |
$149K - $166K
|
2.33K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
267+ 60.0% |
$147K - $164K
|
712
$445K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
267+ 2.64% |
$147K - $164K
|
10.4K
$6.49M
|