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 5,069 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 $352 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
1,656
shares
|
$998,038
0.07% of portfolio
|
Q4 2024
Added 27.78%
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
1,653
shares
|
$996,230
0.44% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 15, 2025 Q1 2025 |
1,652
shares
|
$995,627
1.13% of portfolio
|
Q1 2025
Reduced 76.9%
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
1,648
shares
|
$993,216
0.23% of portfolio
|
Q1 2025
Added 7.5%
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
1,647
shares
|
$992,613
0.14% of portfolio
|
Q1 2025
Added 50.27%
|
|
Unison Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
1,645
shares
|
$991,408
0.51% of portfolio
|
Q1 2024
Added 29.22%
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1,645
shares
|
$991,408
0.33% of portfolio
|
Q1 2025
Added 2.05%
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
1,644
shares
|
$990,805
0.03% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
1,641
shares
|
$988,997
1.15% of portfolio
|
Q4 2023
Reduced 33.08%
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
1,639
shares
|
$987,792
0.45% of portfolio
|
Q1 2025
Added 83.74%
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
1,638
shares
|
$987,189
0.99% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
1,636
shares
|
$985,984
0.38% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
1,636
shares
|
$985,984
0.58% of portfolio
|
Q1 2024
Reduced 69.14%
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
1,635
shares
|
$985,381
0.11% of portfolio
|
Q1 2025
New holding
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
1,632
shares
|
$983,573
0.46% of portfolio
|
Q3 2024
Added 89.55%
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Apr 24, 2025 Q1 2025 |
1,631
shares
|
$982,971
2.63% of portfolio
|
Q1 2025
Added 146.37%
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
1,630
shares
|
$982,368
0.56% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,628
shares
|
$981,163
0.41% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
1,627
shares
|
$980,560
0.5% of portfolio
|
Q4 2024
Added 0.06%
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
1,627
shares
|
$980,560
0.11% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,626
shares
|
$979,957
0.37% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
1,624
shares
|
$978,752
0.14% of portfolio
|
Q1 2025
Added 8.27%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
1,623
shares
|
$978,149
0.44% of portfolio
|
Q1 2025
Added 52.97%
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
1,623
shares
|
$978,149
0.32% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
1,621
shares
|
$976,944
0.29% of portfolio
|
Q1 2025
Reduced 0.12%
|