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 |
|---|---|---|---|---|---|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,278
shares
|
$770,736
0.29% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
1,277
shares
|
$770,133
0.2% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Apr 14, 2025 Q1 2025 |
1,276
shares
|
$769,530
0.42% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
1,272
shares
|
$767,117
0.07% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Stegner Investment Associates Inc.
|
May 05, 2025 Q1 2025 |
1,270
shares
|
$765,911
0.5% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
1,270
shares
|
$765,911
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
1,269
shares
|
$765,308
0.33% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
American Trust Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,267
shares
|
$764,102
0.32% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
|
North Point Portfolio Managers Corp
|
Apr 22, 2025 Q1 2025 |
1,262
shares
|
$761,086
0.13% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
1,260
shares
|
$759,880
0.06% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Long Road Investment Counsel, LLC
|
May 12, 2025 Q1 2025 |
1,259
shares
|
$759,277
0.28% of portfolio
|
Q1 2025
Reduced 51.84%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
1,259
shares
|
$759,277
0.14% of portfolio
|
Q1 2025
Reduced 26.59%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
1,254
shares
|
$756,262
0.36% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,251
shares
|
$754,453
0.27% of portfolio
|
Q4 2023
Reduced 31.49%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
1,251
shares
|
$754,453
0.36% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
May 15, 2025 Q1 2025 |
1,250
shares
|
$753,850
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
1,250
shares
|
$753,850
0.13% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Canoe Financial LP
Calgary, A0 |
Apr 21, 2025 Q1 2025 |
1,250
shares
|
$753,850
0.02% of portfolio
|
Q1 2025
Reduced 46.7%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
1,249
shares
|
$753,246
0.39% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Steinberg Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,248
shares
|
$752,643
0.58% of portfolio
|
Q1 2025
Added 21.4%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
1,248
shares
|
$752,643
0.08% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
1,247
shares
|
$752,040
0.64% of portfolio
|
Q1 2025
Added 123.88%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
1,245
shares
|
$750,834
0.19% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Ht Partners LLC
|
Apr 17, 2025 Q1 2025 |
1,241
shares
|
$748,422
0.24% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
1,241
shares
|
$748,422
0.63% of portfolio
|
Q1 2025
Reduced 3.63%
|