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 |
|---|---|---|---|---|---|
|
Lee Johnson Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,572
shares
|
$947,412
0.47% of portfolio
|
Q1 2025
Added 64.44%
|
|
|
Aj Advisors, LLC
Nashville, TN |
May 06, 2025 Q1 2025 |
1,572
shares
|
$947,412
0.45% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,572
shares
|
$947,412
0.86% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
1,566
shares
|
$943,796
0.19% of portfolio
|
Q1 2025
Added 32.6%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
1,565
shares
|
$943,194
0.31% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
1,560
shares
|
$940,180
0.12% of portfolio
|
Q1 2025
Reduced 48.43%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
1,556
shares
|
$937,770
0.55% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
May 07, 2025 Q1 2025 |
1,554
shares
|
$936,564
0.46% of portfolio
|
Q4 2021
New holding
|
|
|
Argentarii, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,553
shares
|
$935,962
0.43% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
1,552
shares
|
$935,359
0.6% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Kidder Stephen W
|
May 06, 2025 Q1 2025 |
1,550
shares
|
$934,153
0.28% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,550
shares
|
$934,153
0.77% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
1,548
shares
|
$932,948
0.31% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
1,548
shares
|
$932,948
0.78% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
1,546
shares
|
$931,743
0.18% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
1,545
shares
|
$931,140
0.54% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
1,542
shares
|
$929,332
1.11% of portfolio
|
Q1 2025
Added 17.89%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
1,541
shares
|
$928,729
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,541
shares
|
$928,729
0.02% of portfolio
|
Q1 2025
Added 124.31%
|
|
|
Hurlow Wealth Management Group, Inc.
|
May 08, 2025 Q1 2025 |
1,537
shares
|
$926,319
0.27% of portfolio
|
Q1 2025
Added 29.49%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
1,537
shares
|
$926,319
0.34% of portfolio
|
Q1 2025
Added 16.44%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
1,536
shares
|
$925,716
0.14% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
1,536
shares
|
$925,716
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
1,535
shares
|
$925,113
0.64% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,534
shares
|
$924,511
0.39% of portfolio
|
Q1 2025
Added 54.02%
|