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 5,067 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 |
|---|---|---|---|---|---|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
61,029
shares
|
$36.8 Million
9.06% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
60,881
shares
|
$36.7 Million
8.89% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
60,789
shares
|
$36.7 Million
14.75% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
60,719
shares
|
$36.6 Million
2.37% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
60,530
shares
|
$36.5 Million
13.23% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
60,510
shares
|
$36.5 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
60,401
shares
|
$36.4 Million
1.1% of portfolio
|
Q1 2025
Reduced 47.52%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
60,359
shares
|
$36.4 Million
0.32% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
60,356
shares
|
$36.4 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
60,322
shares
|
$36.4 Million
9.19% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
60,288
shares
|
$36.4 Million
10.11% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
59,973
shares
|
$36.2 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
59,934
shares
|
$36.1 Million
5.81% of portfolio
|
Q2 2022
Added 4.89%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
59,539
shares
|
$35.9 Million
9.04% of portfolio
|
Q4 2022
Reduced 39.61%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
59,143
shares
|
$35.7 Million
4.8% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
59,140
shares
|
$35.7 Million
8.78% of portfolio
|
Q4 2024
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
59,097
shares
|
$35.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.57%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
58,612
shares
|
$35.3 Million
1.71% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
58,589
shares
|
$35.3 Million
0.15% of portfolio
|
Q1 2025
Reduced 16.25%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
58,563
shares
|
$35.3 Million
12.43% of portfolio
|
Q1 2025
Reduced 24.67%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
58,271
shares
|
$35.1 Million
10.47% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
58,074
shares
|
$35 Million
4.68% of portfolio
|
Q1 2025
Added 108.88%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
58,060
shares
|
$35 Million
6.14% of portfolio
|
Q1 2025
Added 15.86%
|
|
|
Birinyi Associates Inc
|
May 05, 2025 Q1 2025 |
58,022
shares
|
$35 Million
10.55% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
57,969
shares
|
$35 Million
0.08% of portfolio
|
Q1 2025
Added 80.38%
|