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 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
142+ 2.36% |
$78.3K - $87K
|
6.17K
$3.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
141+ 11.33% |
$77.8K - $86.4K
|
1.39K
$865K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
141+ 5.92% |
$77.8K - $86.4K
|
2.52K
$1.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
140+ 1.27% |
$77.2K - $85.8K
|
11.2K
$6.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
140+ 3.03% |
$77.2K - $85.8K
|
4.75K
$2.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
139+ 2.4% |
$76.6K - $85.2K
|
5.94K
$3.71M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
139+ 4.5% |
$76.6K - $85.2K
|
3.23K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
138+ 11.01% |
$76.1K - $84.6K
|
1.39K
$869K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
137+ 0.26% |
$75.5K - $84K
|
53.6K
$33.5M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
136+ 0.77% |
$75K - $83.4K
|
17.8K
$11.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
135+ 12.83% |
$74.4K - $82.7K
|
1.19K
$742K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
134+ 3.17% |
$73.9K - $82.1K
|
4.37K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
134New |
$73.9K - $82.1K
|
134
$83.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
133+ 10.4% |
$73.3K - $81.5K
|
1.41K
$882K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
133+ 5.26% |
$73.3K - $81.5K
|
2.66K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
133+ 0.42% |
$73.3K - $81.5K
|
31.5K
$19.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
132+ 4.51% |
$72.8K - $80.9K
|
3.06K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
131+ 5.15% |
$72.2K - $80.3K
|
2.68K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
131+ 3.96% |
$72.2K - $80.3K
|
3.44K
$2.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
130+ 2.72% |
$71.7K - $79.7K
|
4.91K
$3.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
130+ 1.45% |
$71.7K - $79.7K
|
9.07K
$5.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
130+ 5.98% |
$71.7K - $79.7K
|
2.31K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
130+ 4.0% |
$71.7K - $79.7K
|
3.38K
$2.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
130+ 6.96% |
$71.7K - $79.7K
|
2K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
129+ 5.11% |
$71.1K - $79.1K
|
2.65K
$1.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
128+ 1.46% |
$70.6K - $78.5K
|
8.92K
$5.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
128+ 2.16% |
$70.6K - $78.5K
|
6.05K
$3.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
128+ 0.92% |
$70.6K - $78.5K
|
14K
$8.74M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
127+ 0.2% |
$70K - $77.8K
|
62.4K
$39M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
126+ 13.4% |
$69.5K - $77.2K
|
1.07K
$666K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
125+ 2.31% |
$68.9K - $76.6K
|
5.54K
$3.46M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
124+ 8.27% |
$68.4K - $76K
|
1.62K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
122+ 18.63% |
$67.3K - $74.8K
|
777
$485K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
121+ 2.25% |
$66.7K - $74.2K
|
5.49K
$3.43M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
120+ 4.63% |
$66.2K - $73.6K
|
2.71K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
120+ 2.07% |
$66.2K - $73.6K
|
5.91K
$3.69M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
119New |
$65.6K - $72.9K
|
119
$74.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
118+ 14.25% |
$65.1K - $72.3K
|
946
$591K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
117+ 0.52% |
$64.5K - $71.7K
|
22.6K
$14.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
115+ 1.7% |
$63.4K - $70.5K
|
6.89K
$4.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
115+ 3.3% |
$63.4K - $70.5K
|
3.6K
$2.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
115+ 2.46% |
$63.4K - $70.5K
|
4.78K
$2.99M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
115+ 3.86% |
$63.4K - $70.5K
|
3.09K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
115+ 7.5% |
$63.4K - $70.5K
|
1.65K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
114+ 3.51% |
$62.9K - $69.9K
|
3.36K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
114+ 2.31% |
$62.9K - $69.9K
|
5.05K
$3.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
113+ 6.16% |
$62.3K - $69.3K
|
1.95K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
112+ 3.66% |
$61.8K - $68.6K
|
3.17K
$1.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
111+ 0.78% |
$61.2K - $68K
|
14.4K
$9M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
111+ 3.18% |
$61.2K - $68K
|
3.6K
$2.25M
|