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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
2,529
shares
|
$1.51 Million
1.0% of portfolio
|
Q1 2025
Reduced 16.86%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
2,527
shares
|
$1.51 Million
0.19% of portfolio
|
Q1 2025
Added 40.31%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
2,526
shares
|
$1.51 Million
0.44% of portfolio
|
Q1 2025
Reduced 96.02%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,524
shares
|
$1.51 Million
0.49% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
2,522
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
2,521
shares
|
$1.51 Million
1.37% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
2,520
shares
|
$1.51 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
2,518
shares
|
$1.5 Million
0.34% of portfolio
|
Q1 2025
Reduced 24.29%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
2,509
shares
|
$1.5 Million
1.34% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
2,506
shares
|
$1.5 Million
0.61% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Blodgett Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,504
shares
|
$1.5 Million
1.2% of portfolio
|
Q1 2023
Reduced 3.84%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
2,502
shares
|
$1.5 Million
1.17% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,500
shares
|
$1.49 Million
1.18% of portfolio
|
Q4 2023
Added 25.0%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
2,493
shares
|
$1.49 Million
0.35% of portfolio
|
Q1 2025
Reduced 23.1%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
2,492
shares
|
$1.49 Million
0.36% of portfolio
|
Q1 2025
Added 152.74%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
May 09, 2025 Q1 2025 |
2,488
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
2,483
shares
|
$1.48 Million
0.27% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
2,480
shares
|
$1.48 Million
0.12% of portfolio
|
Q1 2025
Reduced 34.55%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
2,476
shares
|
$1.48 Million
0.08% of portfolio
|
Q1 2025
Added 39.81%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
2,474
shares
|
$1.48 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
2,472
shares
|
$1.48 Million
0.41% of portfolio
|
Q3 2023
Added 4.13%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,467
shares
|
$1.47 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
2,465
shares
|
$1.47 Million
0.73% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
2,460
shares
|
$1.47 Million
1.3% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
2,459
shares
|
$1.47 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.44%
|