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 5,066 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 $350 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
98,396
shares
|
$59 Million
6.35% of portfolio
|
Q3 2022
Added 1.06%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
98,002
shares
|
$58.8 Million
7.74% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
97,949
shares
|
$58.7 Million
1.46% of portfolio
|
Q2 2024
Added 27.56%
|
|
|
Candlestick Capital Management LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
97,753
shares
|
$58.6 Million
1.21% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
97,709
shares
|
$58.6 Million
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
97,664
shares
|
$58.6 Million
4.79% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Apr 25, 2025 Q1 2025 |
97,621
shares
|
$58.5 Million
42.09% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
96,797
shares
|
$58 Million
21.05% of portfolio
|
Q1 2025
Added 57.19%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Apr 02, 2025 Q1 2025 |
96,785
shares
|
$58 Million
17.7% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
96,702
shares
|
$58 Million
1.68% of portfolio
|
Q1 2025
Added 86.04%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
96,641
shares
|
$58 Million
1.08% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
96,635
shares
|
$58 Million
1.98% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
96,043
shares
|
$57.6 Million
2.28% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
96,040
shares
|
$57.6 Million
0.44% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
95,864
shares
|
$57.5 Million
8.98% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
95,724
shares
|
$57.4 Million
10.19% of portfolio
|
Q2 2023
Added 6.67%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
95,702
shares
|
$57.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
95,673
shares
|
$57.4 Million
29.23% of portfolio
|
Q1 2025
Added 47.09%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
95,335
shares
|
$57.2 Million
7.68% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
94,910
shares
|
$56.9 Million
2.62% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
94,713
shares
|
$56.8 Million
23.45% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
94,659
shares
|
$56.8 Million
1.34% of portfolio
|
Q1 2025
Reduced 25.24%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
94,643
shares
|
$56.8 Million
9.74% of portfolio
|
Q1 2025
Added 65.7%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
94,495
shares
|
$56.7 Million
5.53% of portfolio
|
Q1 2025
Added 24.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
94,481
shares
|
$56.7 Million
1.75% of portfolio
|
Q1 2025
Added 1.45%
|