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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
535
shares
|
$322,647
0.14% of portfolio
|
Q1 2022
Reduced 2.73%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
May 01, 2025 Q1 2025 |
535
shares
|
$322,647
0.11% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
534
shares
|
$322,044
0.18% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
533
shares
|
$321,441
0.32% of portfolio
|
Q1 2025
Reduced 49.53%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
532
shares
|
$320,838
0.21% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
531
shares
|
$320,235
0.06% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
530
shares
|
$319,632
0.01% of portfolio
|
Q1 2025
Reduced 99.03%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
530
shares
|
$319,632
0.23% of portfolio
|
Q2 2023
Reduced 30.26%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
527
shares
|
$317,823
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
527
shares
|
$317,823
0.11% of portfolio
|
Q1 2025
Added 18.69%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
527
shares
|
$317,823
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
526
shares
|
$317,220
0.11% of portfolio
|
Q1 2025
Reduced 42.51%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
524
shares
|
$316,013
0.07% of portfolio
|
Q1 2025
Added 21.02%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
524
shares
|
$316,013
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Verde Capital Management
|
Apr 08, 2025 Q1 2025 |
523
shares
|
$315,410
0.09% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
522
shares
|
$314,807
0.08% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
522
shares
|
$314,807
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
521
shares
|
$314,204
0.13% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
520
shares
|
$313,601
0.22% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
520
shares
|
$313,601
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
520
shares
|
$313,601
0.05% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
516
shares
|
$311,189
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
515
shares
|
$310,586
0.02% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
515
shares
|
$310,586
0.24% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
514
shares
|
$309,983
0.18% of portfolio
|
Q1 2024
Reduced 41.72%
|