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 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
74+ 19.73% |
$40.8K - $45.4K
|
449
$281K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
74+ 5.52% |
$40.8K - $45.4K
|
1.41K
$883K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
74+ 0.91% |
$40.8K - $45.4K
|
8.17K
$5.1M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
73+ 10.88% |
$40.3K - $44.7K
|
744
$465K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
73+ 0.26% |
$40.3K - $44.7K
|
28K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
73+ 14.23% |
$40.3K - $44.7K
|
586
$366K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
72+ 14.72% |
$39.7K - $44.1K
|
561
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
71+ 6.85% |
$39.2K - $43.5K
|
1.11K
$692K
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
70+ 1.08% |
$38.6K - $42.9K
|
6.54K
$4.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
69+ 1.52% |
$38K - $42.3K
|
4.6K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
69+ 1.3% |
$38K - $42.3K
|
5.37K
$3.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
68+ 8.56% |
$37.5K - $41.7K
|
862
$539K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
68New |
$37.5K - $41.7K
|
68
$42.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
67+ 8.83% |
$36.9K - $41.1K
|
826
$516K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
67+ 1.64% |
$36.9K - $41.1K
|
4.15K
$2.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
66+ 9.23% |
$36.4K - $40.5K
|
781
$488K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
65+ 0.99% |
$35.8K - $39.8K
|
6.62K
$4.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
65+ 5.68% |
$35.8K - $39.8K
|
1.21K
$756K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
65+ 2.82% |
$35.8K - $39.8K
|
2.37K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
65+ 3.2% |
$35.8K - $39.8K
|
2.1K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
65+ 3.86% |
$35.8K - $39.8K
|
1.75K
$1.09M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
65+ 5.28% |
$35.8K - $39.8K
|
1.3K
$810K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
65+ 14.61% |
$35.8K - $39.8K
|
510
$319K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
64+ 3.43% |
$35.3K - $39.2K
|
1.93K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
64+ 11.31% |
$35.3K - $39.2K
|
630
$394K
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
64+ 12.17% |
$35.3K - $39.2K
|
590
$369K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
64+ 0.8% |
$35.3K - $39.2K
|
8.09K
$5.05M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
64+ 0.33% |
$35.3K - $39.2K
|
19.7K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
64+ 0.24% |
$35.3K - $39.2K
|
26.2K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
64+ 33.68% |
$35.3K - $39.2K
|
254
$159K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
63+ 5.06% |
$34.7K - $38.6K
|
1.31K
$817K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
63+ 1.06% |
$34.7K - $38.6K
|
6.02K
$3.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
62+ 0.19% |
$34.2K - $38K
|
32.5K
$20.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
62+ 12.3% |
$34.2K - $38K
|
566
$354K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
62+ 5.22% |
$34.2K - $38K
|
1.25K
$780K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
62+ 2.2% |
$34.2K - $38K
|
2.88K
$1.8M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
62New |
$34.2K - $38K
|
62
$38.7K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
61+ 2.16% |
$33.6K - $37.4K
|
2.89K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
61+ 5.3% |
$33.6K - $37.4K
|
1.21K
$757K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
61+ 6.43% |
$33.6K - $37.4K
|
1.01K
$630K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
60+ 4.22% |
$33.1K - $36.8K
|
1.48K
$926K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
60+ 0.13% |
$33.1K - $36.8K
|
46.4K
$29M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
59+ 1.23% |
$32.5K - $36.2K
|
4.87K
$3.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
59+ 5.72% |
$32.5K - $36.2K
|
1.09K
$681K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
59+ 1.01% |
$32.5K - $36.2K
|
5.92K
$3.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
59+ 2.07% |
$32.5K - $36.2K
|
2.91K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
59+ 3.79% |
$32.5K - $36.2K
|
1.62K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
59+ 0.33% |
$32.5K - $36.2K
|
18.2K
$11.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
58+ 1.21% |
$32K - $35.5K
|
4.85K
$3.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
58+ 0.32% |
$32K - $35.5K
|
18.3K
$11.4M
|