Institutional Ownership Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY). We have compiled data on the 5,070 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $349 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
3,549
shares
|
$2.12 Million
0.48% of portfolio
|
Q4 2023
Added 47.08%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
3,546
shares
|
$2.12 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
3,543
shares
|
$2.12 Million
0.05% of portfolio
|
Q1 2025
Added 172.96%
|
|
|
Ransom Advisory, LTD
Providence, RI |
May 20, 2025 Q1 2025 |
3,539
shares
|
$2.11 Million
0.98% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
3,535
shares
|
$2.11 Million
0.76% of portfolio
|
Q2 2022
Added 0.11%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
3,533
shares
|
$2.11 Million
0.81% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
3,529
shares
|
$2.11 Million
0.47% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
3,529
shares
|
$2.11 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
3,528
shares
|
$2.11 Million
0.17% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
3,516
shares
|
$2.1 Million
0.67% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,482
shares
|
$2.08 Million
0.54% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
3,482
shares
|
$2.08 Million
1.06% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
3,481
shares
|
$2.08 Million
0.32% of portfolio
|
Q4 2022
Reduced 1.39%
|
|
|
Sather Financial Group Inc
|
May 07, 2025 Q1 2025 |
3,476
shares
|
$2.08 Million
0.15% of portfolio
|
Q1 2025
Reduced 32.0%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
3,458
shares
|
$2.07 Million
1.4% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
3,455
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Mc Broom & Associates, LLC
|
Apr 16, 2025 Q1 2025 |
3,453
shares
|
$2.06 Million
1.15% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
3,437
shares
|
$2.05 Million
0.71% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
3,434
shares
|
$2.05 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
3,431
shares
|
$2.05 Million
7.59% of portfolio
|
Q3 2022
Reduced 14.25%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
3,430
shares
|
$2.05 Million
2.1% of portfolio
|
Q1 2025
Added 755.36%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
3,424
shares
|
$2.05 Million
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
3,419
shares
|
$2.04 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
3,416
shares
|
$2.04 Million
1.32% of portfolio
|
Q4 2024
Added 41.39%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
3,415
shares
|
$2.04 Million
1.03% of portfolio
|
Q1 2025
Reduced 14.77%
|