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 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
91+ 10.56% |
$50.2K - $55.8K
|
953
$595K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
91+ 15.83% |
$50.2K - $55.8K
|
666
$416K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
91+ 5.5% |
$50.2K - $55.8K
|
1.75K
$1.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
90+ 6.82% |
$49.6K - $55.2K
|
1.41K
$881K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
90+ 7.29% |
$49.6K - $55.2K
|
1.32K
$827K
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
90+ 3.67% |
$49.6K - $55.2K
|
2.54K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
90+ 0.51% |
$49.6K - $55.2K
|
17.8K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
89+ 1.13% |
$49.1K - $54.6K
|
7.95K
$4.97M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
89+ 4.57% |
$49.1K - $54.6K
|
2.04K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
88+ 8.69% |
$48.5K - $53.9K
|
1.1K
$688K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
88+ 1.99% |
$48.5K - $53.9K
|
4.51K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
88+ 19.26% |
$48.5K - $53.9K
|
545
$341K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
87+ 0.96% |
$48K - $53.3K
|
9.11K
$5.69M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
87+ 1.06% |
$48K - $53.3K
|
8.29K
$5.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
86+ 1.86% |
$47.4K - $52.7K
|
4.71K
$2.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
86+ 2.96% |
$47.4K - $52.7K
|
2.99K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
86+ 0.89% |
$47.4K - $52.7K
|
9.72K
$6.08M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
86+ 6.95% |
$47.4K - $52.7K
|
1.32K
$827K
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
86+ 60.99% |
$47.4K - $52.7K
|
227
$142K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
85New |
$46.9K - $52.1K
|
85
$53.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
85+ 5.05% |
$46.9K - $52.1K
|
1.77K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
85New |
$46.9K - $52.1K
|
85
$53.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
84+ 0.96% |
$46.3K - $51.5K
|
8.81K
$5.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
84+ 1.48% |
$46.3K - $51.5K
|
5.77K
$3.6M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
84+ 0.36% |
$46.3K - $51.5K
|
23.1K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
84+ 2.53% |
$46.3K - $51.5K
|
3.4K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
83+ 18.69% |
$45.8K - $50.9K
|
527
$329K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
83+ 4.01% |
$45.8K - $50.9K
|
2.15K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
83+ 0.84% |
$45.8K - $50.9K
|
9.94K
$6.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
83+ 2.25% |
$45.8K - $50.9K
|
3.77K
$2.36M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
82+ 9.81% |
$45.2K - $50.3K
|
918
$574K
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
BUY
|
- |
82+ 0.17% |
$45.2K - $50.3K
|
47.6K
$29.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
81+ 1.73% |
$44.7K - $49.6K
|
4.76K
$2.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
81+ 22.95% |
$44.7K - $49.6K
|
434
$271K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
81+ 1.37% |
$44.7K - $49.6K
|
5.98K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
80+ 0.5% |
$44.1K - $49K
|
16.1K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
79+ 23.1% |
$43.6K - $48.4K
|
421
$263K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
77+ 7.79% |
$42.5K - $47.2K
|
1.07K
$666K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
77+ 4.3% |
$42.5K - $47.2K
|
1.87K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
76+ 8.44% |
$41.9K - $46.6K
|
977
$610K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
76+ 0.47% |
$41.9K - $46.6K
|
16.1K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
76+ 11.82% |
$41.9K - $46.6K
|
719
$449K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
76+ 15.14% |
$41.9K - $46.6K
|
578
$361K
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
76+ 1.4% |
$41.9K - $46.6K
|
5.5K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
76+ 1.02% |
$41.9K - $46.6K
|
7.52K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
76+ 0.38% |
$41.9K - $46.6K
|
20.2K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
76+ 2.37% |
$41.9K - $46.6K
|
3.28K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
75+ 0.44% |
$41.4K - $46K
|
17K
$10.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
74+ 2.08% |
$40.8K - $45.4K
|
3.64K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
74+ 1.27% |
$40.8K - $45.4K
|
5.92K
$3.7M
|