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 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
26+ 0.26% |
$14.3K - $15.9K
|
9.99K
$6.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
26+ 0.63% |
$14.3K - $15.9K
|
4.17K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
26+ 2.37% |
$14.3K - $15.9K
|
1.12K
$701K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
26+ 0.94% |
$14.3K - $15.9K
|
2.8K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
26+ 0.26% |
$14.3K - $15.9K
|
10.1K
$6.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
25+ 0.12% |
$13.8K - $15.3K
|
21.2K
$13.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
25+ 6.89% |
$13.8K - $15.3K
|
388
$242K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
25+ 0.55% |
$13.8K - $15.3K
|
4.61K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
25+ 0.94% |
$13.8K - $15.3K
|
2.69K
$1.68M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
25+ 0.23% |
$13.8K - $15.3K
|
10.9K
$6.82M
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
24+ 1.94% |
$13.2K - $14.7K
|
1.26K
$789K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
24+ 1.67% |
$13.2K - $14.7K
|
1.46K
$913K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
24+ 1.1% |
$13.2K - $14.7K
|
2.21K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
24+ 13.56% |
$13.2K - $14.7K
|
201
$126K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
23+ 0.44% |
$12.7K - $14.1K
|
5.23K
$3.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
23+ 0.62% |
$12.7K - $14.1K
|
3.75K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
23New |
$12.7K - $14.1K
|
23
$14.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
23+ 0.82% |
$12.7K - $14.1K
|
2.83K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
23+ 4.48% |
$12.7K - $14.1K
|
536
$335K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
23+ 10.95% |
$12.7K - $14.1K
|
233
$146K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
22+ 0.8% |
$12.1K - $13.5K
|
2.77K
$1.73M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
22+ 0.31% |
$12.1K - $13.5K
|
7.2K
$4.5M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
22+ 4.2% |
$12.1K - $13.5K
|
546
$341K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
22+ 0.44% |
$12.1K - $13.5K
|
5.04K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
22+ 2.59% |
$12.1K - $13.5K
|
872
$545K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
22+ 1.74% |
$12.1K - $13.5K
|
1.28K
$802K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
21+ 0.59% |
$11.6K - $12.9K
|
3.59K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
21+ 0.48% |
$11.6K - $12.9K
|
4.44K
$2.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
21+ 13.82% |
$11.6K - $12.9K
|
173
$108K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
21+ 2.34% |
$11.6K - $12.9K
|
919
$574K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.26% |
$11K - $12.3K
|
7.7K
$4.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
20+ 3.57% |
$11K - $12.3K
|
580
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
20+ 0.7% |
$11K - $12.3K
|
2.87K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
20+ 3.67% |
$11K - $12.3K
|
565
$353K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
20+ 0.22% |
$11K - $12.3K
|
9.13K
$5.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
20+ 0.65% |
$11K - $12.3K
|
3.1K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20+ 3.25% |
$11K - $12.3K
|
635
$397K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
20+ 4.96% |
$11K - $12.3K
|
423
$264K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
19+ 0.65% |
$10.5K - $11.6K
|
2.92K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
19+ 0.26% |
$10.5K - $11.6K
|
7.35K
$4.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
19+ 2.64% |
$10.5K - $11.6K
|
739
$462K
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
19+ 1.09% |
$10.5K - $11.6K
|
1.77K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
19+ 0.17% |
$10.5K - $11.6K
|
11.4K
$7.15M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
19+ 4.73% |
$10.5K - $11.6K
|
421
$263K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
19+ 0.2% |
$10.5K - $11.6K
|
9.39K
$5.87M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
19+ 0.48% |
$10.5K - $11.6K
|
3.97K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
18+ 0.5% |
$9.93K - $11K
|
3.64K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
18+ 0.47% |
$9.93K - $11K
|
3.88K
$2.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
18+ 1.26% |
$9.93K - $11K
|
1.45K
$903K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
18+ 1.87% |
$9.93K - $11K
|
980
$612K
|