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 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
267+ 3.26% |
$147K - $164K
|
8.45K
$5.28M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
267+ 0.22% |
$147K - $164K
|
124K
$77.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
265+ 36.96% |
$146K - $162K
|
982
$614K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
264+ 10.26% |
$146K - $162K
|
2.84K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
261+ 0.96% |
$144K - $160K
|
27.5K
$17.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
259+ 7.92% |
$143K - $159K
|
3.53K
$2.2M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
258+ 0.16% |
$142K - $158K
|
159K
$99.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
255+ 66.06% |
$141K - $156K
|
641
$401K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
255+ 1.41% |
$141K - $156K
|
18.3K
$11.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
253+ 12.07% |
$140K - $155K
|
2.35K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
253+ 7.65% |
$140K - $155K
|
3.56K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
253+ 17.67% |
$140K - $155K
|
1.69K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
249+ 0.96% |
$137K - $153K
|
26.3K
$16.4M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
248+ 175.89% |
$137K - $152K
|
389
$243K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
245+ 1.0% |
$135K - $150K
|
24.7K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
243New |
$134K - $149K
|
243
$152K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
242+ 5.34% |
$133K - $148K
|
4.78K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
242+ 9.32% |
$133K - $148K
|
2.84K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
241+ 1.24% |
$133K - $148K
|
19.6K
$12.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
239+ 2.78% |
$132K - $146K
|
8.84K
$5.52M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
239+ 1.19% |
$132K - $146K
|
20.3K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
239+ 4.72% |
$132K - $146K
|
5.3K
$3.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
236+ 11.95% |
$130K - $145K
|
2.21K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
236+ 9.07% |
$130K - $145K
|
2.84K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
236+ 4.58% |
$130K - $145K
|
5.39K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
234+ 17.89% |
$129K - $143K
|
1.54K
$963K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
233New |
$128K - $143K
|
233
$146K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
232+ 0.53% |
$128K - $142K
|
43.7K
$27.3M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
232+ 2.71% |
$128K - $142K
|
8.8K
$5.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
231+ 0.19% |
$127K - $142K
|
123K
$76.9M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
230+ 7.44% |
$127K - $141K
|
3.32K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Kaleidoscope Capital LP
Boston, MA |
BUY
|
- |
230+ 0.3% |
$127K - $141K
|
75.7K
$47.3M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
227+ 1.53% |
$125K - $139K
|
15.1K
$9.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
226+ 3.74% |
$125K - $139K
|
6.27K
$3.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
226+ 44.84% |
$125K - $139K
|
730
$456K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
226+ 4.01% |
$125K - $139K
|
5.86K
$3.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
225New |
$124K - $138K
|
225
$141K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
224+ 35.96% |
$124K - $137K
|
847
$529K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
223New |
$123K - $137K
|
223
$139K
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
222New |
$122K - $136K
|
222
$139K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
220+ 1.62% |
$121K - $135K
|
13.8K
$8.64M
|
|
|
May 15, 2025
Q1 2025
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
220+ 21.4% |
$121K - $135K
|
1.25K
$780K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
218+ 23.34% |
$120K - $134K
|
1.15K
$720K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
217+ 22.12% |
$120K - $133K
|
1.2K
$749K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
217+ 16.44% |
$120K - $133K
|
1.54K
$960K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
215+ 20.69% |
$119K - $132K
|
1.25K
$784K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
215+ 0.71% |
$119K - $132K
|
30.5K
$19.1M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
214+ 6.45% |
$118K - $131K
|
3.53K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
214+ 0.99% |
$118K - $131K
|
21.9K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
213+ 28.48% |
$117K - $131K
|
961
$600K
|