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 |
|---|---|---|---|---|---|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
3,045
shares
|
$1.82 Million
0.79% of portfolio
|
Q1 2025
Reduced 19.14%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
3,041
shares
|
$1.82 Million
1.0% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
3,040
shares
|
$1.82 Million
0.48% of portfolio
|
Q1 2025
Reduced 71.39%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,020
shares
|
$1.8 Million
0.02% of portfolio
|
Q2 2023
Reduced 4.22%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
3,006
shares
|
$1.8 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Geneva Partners, LLC
|
Apr 30, 2025 Q1 2025 |
3,005
shares
|
$1.8 Million
0.88% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
3,003
shares
|
$1.79 Million
0.56% of portfolio
|
Q1 2025
Added 207.06%
|
|
|
Myda Advisors LLC
Inwood, NY |
May 14, 2025 Q1 2025 |
3,000
shares
|
$1.79 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Hite Hedge Asset Management LLC
Quincy, MA |
May 13, 2025 Q1 2025 |
3,000
shares
|
$1.79 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
3,000
shares
|
$1.79 Million
0.63% of portfolio
|
Q1 2023
Added 2.04%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
2,998
shares
|
$1.79 Million
1.19% of portfolio
|
Q1 2025
Reduced 48.76%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
2,996
shares
|
$1.79 Million
0.27% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,995
shares
|
$1.79 Million
0.78% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
2,995
shares
|
$1.79 Million
0.84% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
2,993
shares
|
$1.79 Million
0.61% of portfolio
|
Q1 2025
Reduced 13.23%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,991
shares
|
$1.79 Million
0.18% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
2,991
shares
|
$1.79 Million
0.49% of portfolio
|
Q4 2024
Reduced 15.71%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,989
shares
|
$1.79 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
2,986
shares
|
$1.78 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,981
shares
|
$1.78 Million
0.65% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
2,980
shares
|
$1.78 Million
0.52% of portfolio
|
Q1 2025
Reduced 30.99%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,978
shares
|
$1.78 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
2,972
shares
|
$1.78 Million
0.15% of portfolio
|
Q1 2025
Added 128.09%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
2,971
shares
|
$1.78 Million
0.83% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
2,970
shares
|
$1.77 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.74%
|