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 |
|---|---|---|---|---|---|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
1,035
shares
|
$624,187
0.06% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,035
shares
|
$624,187
0.3% of portfolio
|
Q2 2022
Reduced 91.86%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
1,034
shares
|
$623,584
0.71% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
1,033
shares
|
$622,981
0.22% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
1,031
shares
|
$621,775
0.32% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
1,030
shares
|
$621,172
0.18% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,030
shares
|
$621,172
1.02% of portfolio
|
Q3 2022
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
1,029
shares
|
$620,569
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
1,028
shares
|
$619,966
0.48% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Eastover Investment Advisors LLC
|
Apr 07, 2025 Q1 2025 |
1,025
shares
|
$618,157
0.28% of portfolio
|
Q2 2022
Added 1.49%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
1,025
shares
|
$618,157
0.18% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1,024
shares
|
$617,553
0.68% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
1,022
shares
|
$616,347
0.12% of portfolio
|
Q1 2025
Reduced 42.71%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 23, 2025 Q1 2025 |
1,022
shares
|
$616,347
0.39% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
May 07, 2025 Q1 2025 |
1,022
shares
|
$616,347
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
1,019
shares
|
$614,538
0.26% of portfolio
|
Q4 2024
Reduced 25.51%
|
|
|
Sara Bay Financial
|
Apr 11, 2025 Q1 2025 |
1,018
shares
|
$613,935
0.25% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
1,015
shares
|
$612,126
0.54% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
1,015
shares
|
$612,126
0.49% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
1,011
shares
|
$609,713
0.13% of portfolio
|
Q2 2024
Added 3.16%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,009
shares
|
$608,507
0.68% of portfolio
|
Q2 2022
Reduced 9.43%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
1,009
shares
|
$608,507
0.25% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,008
shares
|
$607,904
0.25% of portfolio
|
Q1 2025
Reduced 16.56%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
1,007
shares
|
$607,301
0.11% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,005
shares
|
$606,095
0.37% of portfolio
|
Q1 2025
Reduced 0.1%
|