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 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
179+ 2.83% |
$98.7K - $110K
|
6.5K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
178+ 3.34% |
$98.2K - $109K
|
5.51K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
175+ 17.48% |
$96.5K - $107K
|
1.18K
$735K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
173+ 0.61% |
$95.4K - $106K
|
28.7K
$17.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
172+ 27.83% |
$94.8K - $105K
|
790
$494K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
171+ 42.96% |
$94.3K - $105K
|
569
$356K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
171+ 4.3% |
$94.3K - $105K
|
4.15K
$2.59M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
170+ 6.37% |
$93.7K - $104K
|
2.84K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
170+ 6.02% |
$93.7K - $104K
|
3K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
169+ 0.7% |
$93.2K - $104K
|
24.2K
$15.1M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
168+ 2.7% |
$92.6K - $103K
|
6.38K
$3.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
167+ 27.83% |
$92.1K - $102K
|
767
$479K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
166+ 3.22% |
$91.5K - $102K
|
5.33K
$3.33M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
166+ 43.34% |
$91.5K - $102K
|
549
$343K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
166+ 2.83% |
$91.5K - $102K
|
6.03K
$3.77M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
162+ 0.99% |
$89.3K - $99.3K
|
16.5K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
162+ 27.0% |
$89.3K - $99.3K
|
762
$476K
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
162+ 9.55% |
$89.3K - $99.3K
|
1.86K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
161+ 6.87% |
$88.8K - $98.7K
|
2.51K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
160+ 2.7% |
$88.2K - $98.1K
|
6.09K
$3.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
159+ 1.81% |
$87.7K - $97.5K
|
8.96K
$5.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
159New |
$87.7K - $97.5K
|
159
$99.3K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
159+ 6.22% |
$87.7K - $97.5K
|
2.71K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
158+ 17.48% |
$87.1K - $96.8K
|
1.06K
$664K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
157+ 2.62% |
$86.6K - $96.2K
|
6.14K
$3.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
157+ 23.36% |
$86.6K - $96.2K
|
829
$518K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
157+ 2.5% |
$86.6K - $96.2K
|
6.44K
$4.03M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
157+ 18.67% |
$86.6K - $96.2K
|
998
$624K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
156+ 1.4% |
$86K - $95.6K
|
11.3K
$7.04M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
153+ 2.19% |
$84.4K - $93.8K
|
7.13K
$4.46M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
153+ 4.23% |
$84.4K - $93.8K
|
3.77K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
153+ 0.33% |
$84.4K - $93.8K
|
46.9K
$29.3M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
152+ 9.48% |
$83.8K - $93.2K
|
1.76K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
151+ 18.3% |
$83.3K - $92.6K
|
976
$610K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
151+ 6.99% |
$83.3K - $92.6K
|
2.31K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
150+ 7.03% |
$82.7K - $91.9K
|
2.28K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
150+ 6.43% |
$82.7K - $91.9K
|
2.48K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
150+ 0.76% |
$82.7K - $91.9K
|
20K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
149+ 49.5% |
$82.2K - $91.3K
|
450
$281K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
147+ 0.26% |
$81.1K - $90.1K
|
56K
$35M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
147+ 2.67% |
$81.1K - $90.1K
|
5.65K
$3.53M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
146+ 0.8% |
$80.5K - $89.5K
|
18.3K
$11.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
145+ 0.51% |
$80K - $88.9K
|
28.8K
$18M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
145+ 3.73% |
$80K - $88.9K
|
4.03K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
145+ 4.51% |
$80K - $88.9K
|
3.36K
$2.1M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
144+ 3.14% |
$79.4K - $88.3K
|
4.73K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
144+ 5.44% |
$79.4K - $88.3K
|
2.79K
$1.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
143+ 0.43% |
$78.9K - $87.6K
|
33.6K
$21M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
143+ 22.99% |
$78.9K - $87.6K
|
765
$478K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
143+ 0.12% |
$78.9K - $87.6K
|
120K
$74.9M
|