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 |
|---|---|---|---|---|---|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
1,005
shares
|
$606,095
0.42% of portfolio
|
Q1 2025
Added 164.47%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
1,003
shares
|
$604,889
0.07% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
1,001
shares
|
$603,683
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,000
shares
|
$603,080
0.03% of portfolio
|
Q2 2022
Reduced 4.31%
|
|
|
Wolff Financial Management LLC
|
Apr 24, 2025 Q1 2025 |
1,000
shares
|
$603,080
0.15% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$603,080
0.02% of portfolio
|
Q1 2021
Reduced 6.54%
|
|
|
Courage Capital Management LLC
Nashville, TN |
May 14, 2025 Q1 2025 |
1,000
shares
|
$603,080
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
999
shares
|
$602,476
0.2% of portfolio
|
Q1 2019
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
998
shares
|
$601,873
0.0% of portfolio
|
Q4 2023
Reduced 7.42%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
998
shares
|
$601,873
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
998
shares
|
$601,873
0.24% of portfolio
|
Q1 2025
Added 18.67%
|
|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
997
shares
|
$601,270
0.16% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
993
shares
|
$598,858
0.08% of portfolio
|
Q2 2023
Reduced 9.48%
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
992
shares
|
$598,255
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
992
shares
|
$598,255
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
991
shares
|
$597,652
0.06% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
990
shares
|
$597,049
0.25% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
987
shares
|
$595,239
0.19% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
987
shares
|
$595,239
0.17% of portfolio
|
Q4 2024
Added 15.3%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
986
shares
|
$594,636
0.01% of portfolio
|
Q1 2025
Reduced 87.18%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
985
shares
|
$594,033
0.35% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
983
shares
|
$592,827
0.16% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
983
shares
|
$592,827
0.19% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Cox Capital Mgt LLC
|
Apr 09, 2025 Q1 2025 |
982
shares
|
$592,224
0.42% of portfolio
|
Q1 2025
Added 36.96%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
980
shares
|
$591,018
0.13% of portfolio
|
Q1 2025
Added 1.87%
|