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 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
212+ 2.27% |
$117K - $130K
|
9.55K
$5.97M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
212+ 0.87% |
$117K - $130K
|
24.5K
$15.3M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
211+ 5.95% |
$116K - $129K
|
3.76K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
211+ 13.86% |
$116K - $129K
|
1.73K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
211+ 58.13% |
$116K - $129K
|
574
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
210+ 28.04% |
$116K - $129K
|
959
$599K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
210New |
$116K - $129K
|
210
$131K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
210+ 144.83% |
$116K - $129K
|
355
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
207+ 2.3% |
$114K - $127K
|
9.21K
$5.75M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
206+ 1.69% |
$114K - $126K
|
12.4K
$7.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
205+ 12.02% |
$113K - $126K
|
1.91K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
205+ 8.2% |
$113K - $126K
|
2.71K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
205+ 5.55% |
$113K - $126K
|
3.9K
$2.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
203New |
$112K - $124K
|
203
$127K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
202+ 27.82% |
$111K - $124K
|
928
$580K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
202+ 0.39% |
$111K - $124K
|
52.6K
$32.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
201+ 0.35% |
$111K - $123K
|
56.9K
$35.5M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
201+ 6.68% |
$111K - $123K
|
3.21K
$2.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
200+ 43.96% |
$110K - $123K
|
655
$409K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
199+ 4.71% |
$110K - $122K
|
4.43K
$2.77M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
199New |
$110K - $122K
|
199
$124K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
199+ 9.76% |
$110K - $122K
|
2.24K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
199+ 7.43% |
$110K - $122K
|
2.88K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
198+ 4.17% |
$109K - $121K
|
4.95K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
197+ 9.73% |
$109K - $121K
|
2.22K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
196+ 4.94% |
$108K - $120K
|
4.16K
$2.6M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
196+ 8.75% |
$108K - $120K
|
2.44K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
195+ 33.33% |
$108K - $120K
|
780
$487K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
195+ 0.28% |
$108K - $120K
|
69K
$43.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
193+ 301.56% |
$106K - $118K
|
257
$161K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
190+ 30.35% |
$105K - $116K
|
816
$510K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
190+ 1.41% |
$105K - $116K
|
13.7K
$8.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
190+ 2.04% |
$105K - $116K
|
9.5K
$5.94M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
190+ 12.09% |
$105K - $116K
|
1.76K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
189+ 6.1% |
$104K - $116K
|
3.29K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
189+ 27.23% |
$104K - $116K
|
883
$552K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
189+ 32.64% |
$104K - $116K
|
768
$480K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
188+ 26.26% |
$104K - $115K
|
904
$565K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
188+ 7.98% |
$104K - $115K
|
2.54K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
187+ 9.94% |
$103K - $115K
|
2.07K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
187+ 12.24% |
$103K - $115K
|
1.72K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
186+ 5.18% |
$103K - $114K
|
3.78K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
185+ 1.2% |
$102K - $113K
|
15.6K
$9.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
183+ 7.16% |
$101K - $112K
|
2.74K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
183+ 21.21% |
$101K - $112K
|
1.05K
$654K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
183+ 1.7% |
$101K - $112K
|
10.9K
$6.84M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
182+ 0.19% |
$100K - $112K
|
96.8K
$60.5M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
181+ 4.95% |
$99.8K - $111K
|
3.84K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
181+ 1.59% |
$99.8K - $111K
|
11.6K
$7.22M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
180+ 43.27% |
$99.3K - $110K
|
596
$372K
|