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 |
|---|---|---|---|---|---|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
223
shares
|
$134,486
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
222
shares
|
$133,883
0.03% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
222
shares
|
$133,883
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
219
shares
|
$132,074
0.05% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
219
shares
|
$132,074
0.08% of portfolio
|
Q1 2025
Added 28.07%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
217
shares
|
$130,868
0.05% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
216
shares
|
$130,265
0.1% of portfolio
|
Q1 2025
Added 78.51%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
214
shares
|
$129,059
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
211
shares
|
$127,249
0.13% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
210
shares
|
$126,646
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
203
shares
|
$122,425
0.03% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
203
shares
|
$122,425
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
May 14, 2025 Q1 2025 |
202
shares
|
$121,822
0.06% of portfolio
|
Q2 2024
Reduced 97.56%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
201
shares
|
$121,219
0.11% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
200
shares
|
$120,616
0.02% of portfolio
|
Q1 2025
Reduced 99.89%
|
|
|
Oakhurst Advisors,Llc
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
200
shares
|
$120,616
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
199
shares
|
$120,012
0.03% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
199
shares
|
$120,012
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
195
shares
|
$117,600
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
194
shares
|
$116,997
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
192
shares
|
$115,791
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
190
shares
|
$114,585
0.05% of portfolio
|
Q2 2024
Added 3.83%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
184
shares
|
$110,966
0.09% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
179
shares
|
$107,951
0.05% of portfolio
|
Q1 2023
Reduced 5.79%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
178
shares
|
$107,348
0.02% of portfolio
|
Q3 2023
Reduced 7.77%
|