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 5,068 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 |
|---|---|---|---|---|---|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
392
shares
|
$236,407
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
392
shares
|
$236,407
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
391
shares
|
$235,804
0.08% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
390
shares
|
$235,201
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
389
shares
|
$234,598
0.12% of portfolio
|
Q1 2025
Reduced 76.73%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
389
shares
|
$234,598
0.15% of portfolio
|
Q1 2025
Added 175.89%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
389
shares
|
$234,598
0.06% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
388
shares
|
$233,995
0.09% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
May 07, 2025 Q1 2025 |
386
shares
|
$232,788
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
385
shares
|
$232,185
0.0% of portfolio
|
Q1 2025
Reduced 24.36%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
385
shares
|
$232,185
0.15% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
384
shares
|
$231,582
0.03% of portfolio
|
Q1 2025
Reduced 58.89%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
384
shares
|
$231,582
0.15% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
378
shares
|
$227,964
0.13% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
374
shares
|
$225,551
0.34% of portfolio
|
Q1 2025
Reduced 42.81%
|
|
|
Portfolio Strategies, Inc.
|
Apr 22, 2025 Q1 2025 |
373
shares
|
$224,948
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Benson Investment Management Company, Inc.
|
Apr 10, 2025 Q1 2025 |
372
shares
|
$224,345
0.09% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
372
shares
|
$224,345
0.07% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
371
shares
|
$223,742
0.04% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
370
shares
|
$223,139
0.19% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
368
shares
|
$221,933
0.05% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Biltmore Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
368
shares
|
$221,933
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
366
shares
|
$220,727
0.12% of portfolio
|
Q1 2025
Reduced 35.68%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
364
shares
|
$219,521
0.1% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Cmc Financial Group
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
364
shares
|
$219,521
0.69% of portfolio
|
Q1 2025
Reduced 8.54%
|