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 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1+ 0.67% |
$551 - $613
|
151
$94.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1+ 0.05% |
$551 - $613
|
2.12K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.01% |
$551 - $613
|
6.83K
$4.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.09% |
$551 - $613
|
1.15K
$724K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$551 - $613
|
1.04K
$655K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
1+ 0.22% |
$551 - $613
|
455
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$551 - $613
|
410
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1+ 0.13% |
$551 - $613
|
742
$466K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.07% |
$551 - $613
|
1.53K
$959K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$551 - $613
|
1.38K
$867K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1+ 0.23% |
$551 - $613
|
442
$278K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1+ 0.16% |
$551 - $613
|
617
$388K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1+ 0.15% |
$551 - $613
|
653
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.27% |
$551 - $613
|
378
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
1+ 0.02% |
$551 - $613
|
5.73K
$3.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1+ 0.09% |
$551 - $613
|
1.08K
$677K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1+ 0.02% |
$551 - $613
|
4.28K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.09% |
$551 - $613
|
1.1K
$688K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.08% |
$551 - $613
|
1.28K
$806K
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
1+ 0.23% |
$551 - $613
|
437
$274K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
1+ 0.14% |
$551 - $613
|
704
$442K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1+ 0.21% |
$551 - $613
|
471
$296K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1New |
$551 - $613
|
1
$628
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$551 - $613
|
757
$475K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1+ 0.25% |
$551 - $613
|
395
$248K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1+ 0.21% |
$551 - $613
|
479
$301K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.06% |
$551 - $613
|
1.58K
$994K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$551 - $613
|
2.23K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1+ 0.09% |
$551 - $613
|
1.1K
$690K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.13% |
$551 - $613
|
792
$497K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1+ 0.23% |
$551 - $613
|
443
$278K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$551 - $613
|
3.31K
$2.08M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.23% |
$551 - $613
|
435
$273K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.18% |
$551 - $613
|
568
$357K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1+ 0.06% |
$551 - $613
|
1.55K
$972K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
1New |
$551 - $613
|
1
$628
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$551 - $613
|
535
$336K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.16% |
$551 - $613
|
638
$401K
|
|
|
May 12, 2025
Q1 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$551 - $613
|
4.76K
$2.99M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1+ 0.25% |
$551 - $613
|
409
$257K
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
1+ 0.22% |
$551 - $613
|
453
$285K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.11% |
$551 - $613
|
894
$561K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1+ 0.2% |
$551 - $613
|
509
$320K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1+ 0.09% |
$551 - $613
|
1.12K
$705K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1+ 3.03% |
$551 - $613
|
34
$21.4K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1+ 0.17% |
$551 - $613
|
603
$379K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.01% |
$551 - $613
|
10K
$6.28M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1+ 0.04% |
$551 - $613
|
2.46K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1+ 0.06% |
$551 - $613
|
1.81K
$1.14M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1+ 0.7% |
$551 - $613
|
144
$90.4K
|