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 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
18+ 3.41% |
$9.93K - $11K
|
546
$341K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
18+ 1.95% |
$9.93K - $11K
|
941
$588K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
18+ 0.06% |
$9.93K - $11K
|
32.7K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
18+ 0.46% |
$9.93K - $11K
|
3.9K
$2.44M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
18+ 0.24% |
$9.93K - $11K
|
7.42K
$4.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
17New |
$9.37K - $10.4K
|
17
$10.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
17+ 1.01% |
$9.37K - $10.4K
|
1.7K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
17+ 0.1% |
$9.37K - $10.4K
|
16.6K
$10.4M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
17+ 3.94% |
$9.37K - $10.4K
|
449
$281K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
16+ 3.49% |
$8.82K - $9.81K
|
475
$297K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
16+ 0.17% |
$8.82K - $9.81K
|
9.21K
$5.75M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.31% |
$8.82K - $9.81K
|
5.26K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
16+ 4.27% |
$8.82K - $9.81K
|
391
$244K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16+ 0.8% |
$8.82K - $9.81K
|
2.02K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
15+ 0.65% |
$8.27K - $9.19K
|
2.31K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.15% |
$8.27K - $9.19K
|
9.82K
$6.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
15+ 1.67% |
$8.27K - $9.19K
|
912
$570K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
15+ 0.12% |
$8.27K - $9.19K
|
12.1K
$7.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
15+ 2.35% |
$8.27K - $9.19K
|
654
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
15+ 5.7% |
$8.27K - $9.19K
|
278
$174K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
15+ 0.25% |
$8.27K - $9.19K
|
6.07K
$3.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
15+ 0.25% |
$8.27K - $9.19K
|
5.98K
$3.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
15+ 0.62% |
$8.27K - $9.19K
|
2.44K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
15+ 0.08% |
$8.27K - $9.19K
|
17.8K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.98% |
$8.27K - $9.19K
|
1.55K
$970K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
15+ 0.22% |
$8.27K - $9.19K
|
6.96K
$4.35M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
15+ 0.28% |
$8.27K - $9.19K
|
5.34K
$3.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
14+ 3.57% |
$7.72K - $8.58K
|
406
$254K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14+ 0.38% |
$7.72K - $8.58K
|
3.74K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
14+ 0.18% |
$7.72K - $8.58K
|
7.98K
$4.99M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
14+ 2.02% |
$7.72K - $8.58K
|
707
$442K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
14+ 1.17% |
$7.72K - $8.58K
|
1.21K
$754K
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
14+ 0.75% |
$7.72K - $8.58K
|
1.88K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
13+ 2.73% |
$7.17K - $7.97K
|
489
$306K
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
13+ 1.38% |
$7.17K - $7.97K
|
954
$596K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
13+ 1.03% |
$7.17K - $7.97K
|
1.28K
$800K
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
13+ 0.36% |
$7.17K - $7.97K
|
3.64K
$2.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
13+ 0.59% |
$7.17K - $7.97K
|
2.23K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
13+ 0.87% |
$7.17K - $7.97K
|
1.5K
$938K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
12+ 4.04% |
$6.62K - $7.36K
|
309
$193K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
12+ 0.21% |
$6.62K - $7.36K
|
5.77K
$3.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12+ 0.58% |
$6.62K - $7.36K
|
2.07K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
12+ 0.18% |
$6.62K - $7.36K
|
6.83K
$4.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
12+ 0.71% |
$6.62K - $7.36K
|
1.7K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
12+ 0.99% |
$6.62K - $7.36K
|
1.23K
$766K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
12New |
$6.62K - $7.36K
|
12
$7.5K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
12+ 0.84% |
$6.62K - $7.36K
|
1.45K
$905K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
11+ 0.31% |
$6.07K - $6.74K
|
3.52K
$2.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
11+ 0.01% |
$6.07K - $6.74K
|
202K
$126M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.18% |
$6.07K - $6.74K
|
6.07K
$3.79M
|