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 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
58+ 1.81% |
$32K - $35.5K
|
3.27K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
56+ 0.21% |
$30.9K - $34.3K
|
27K
$16.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
56+ 0.34% |
$30.9K - $34.3K
|
16.6K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
56+ 0.16% |
$30.9K - $34.3K
|
35.9K
$22.4M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
56+ 6.39% |
$30.9K - $34.3K
|
933
$583K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
55+ 2.68% |
$30.3K - $33.7K
|
2.11K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
55+ 0.6% |
$30.3K - $33.7K
|
9.18K
$5.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
54+ 7.59% |
$29.8K - $33.1K
|
765
$478K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
53+ 5.14% |
$29.2K - $32.5K
|
1.09K
$678K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
53+ 19.49% |
$29.2K - $32.5K
|
325
$203K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
53+ 0.4% |
$29.2K - $32.5K
|
13.4K
$8.39M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
52+ 8.23% |
$28.7K - $31.9K
|
684
$427K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
51+ 1.12% |
$28.1K - $31.3K
|
4.61K
$2.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
51+ 2.62% |
$28.1K - $31.3K
|
2K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
51+ 11.23% |
$28.1K - $31.3K
|
505
$316K
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
51+ 1.45% |
$28.1K - $31.3K
|
3.56K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
51+ 14.7% |
$28.1K - $31.3K
|
398
$249K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
50+ 0.19% |
$27.6K - $30.6K
|
26.3K
$16.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
50+ 1.62% |
$27.6K - $30.6K
|
3.14K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
50+ 12.66% |
$27.6K - $30.6K
|
445
$278K
|
|
|
May 08, 2025
Q1 2025
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
50+ 0.48% |
$27.6K - $30.6K
|
10.4K
$6.52M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
50+ 0.1% |
$27.6K - $30.6K
|
49K
$30.6M
|
|
|
May 13, 2025
Q1 2025
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
50+ 5.81% |
$27.6K - $30.6K
|
910
$569K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
49+ 6.14% |
$27K - $30K
|
847
$529K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
49+ 1.85% |
$27K - $30K
|
2.7K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
49+ 11.69% |
$27K - $30K
|
468
$292K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
49+ 7.59% |
$27K - $30K
|
695
$434K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
48+ 28.07% |
$26.5K - $29.4K
|
219
$137K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
46+ 2.41% |
$25.4K - $28.2K
|
1.95K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
46+ 1.53% |
$25.4K - $28.2K
|
3.06K
$1.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
45+ 0.28% |
$24.8K - $27.6K
|
16.1K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
45+ 9.91% |
$24.8K - $27.6K
|
499
$312K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
45+ 2.66% |
$24.8K - $27.6K
|
1.73K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
45+ 9.83% |
$24.8K - $27.6K
|
503
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
45+ 0.48% |
$24.8K - $27.6K
|
9.35K
$5.84M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
45+ 0.38% |
$24.8K - $27.6K
|
11.8K
$7.35M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
45+ 5.01% |
$24.8K - $27.6K
|
943
$589K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
44+ 0.92% |
$24.3K - $27K
|
4.85K
$3.03M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
44+ 3.62% |
$24.3K - $27K
|
1.26K
$787K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
43+ 1.21% |
$23.7K - $26.4K
|
3.59K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
42+ 0.74% |
$23.2K - $25.7K
|
5.68K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
42+ 22.7% |
$23.2K - $25.7K
|
227
$142K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
41+ 0.98% |
$22.6K - $25.1K
|
4.21K
$2.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
41+ 0.57% |
$22.6K - $25.1K
|
7.25K
$4.53M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
41+ 100.0% |
$22.6K - $25.1K
|
82
$51.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
40+ 1.68% |
$22.1K - $24.5K
|
2.43K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
40+ 2.92% |
$22.1K - $24.5K
|
1.41K
$881K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
40+ 0.79% |
$22.1K - $24.5K
|
5.09K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
40+ 9.64% |
$22.1K - $24.5K
|
455
$284K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
39+ 2.11% |
$21.5K - $23.9K
|
1.89K
$1.18M
|