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 |
|---|---|---|---|---|---|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
42,272
shares
|
$25.5 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Fluent Financial, LLC
|
Apr 10, 2025 Q1 2025 |
42,257
shares
|
$25.5 Million
11.43% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
41,915
shares
|
$25.3 Million
10.53% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Lcm Capital Management Inc
|
May 09, 2025 Q1 2025 |
41,857
shares
|
$25.2 Million
13.41% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
41,591
shares
|
$25.1 Million
0.49% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
41,202
shares
|
$24.8 Million
3.96% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
41,118
shares
|
$24.8 Million
5.8% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
41,096
shares
|
$24.8 Million
0.8% of portfolio
|
Q1 2025
Reduced 25.44%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
41,065
shares
|
$24.8 Million
0.91% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
41,000
shares
|
$24.7 Million
1.52% of portfolio
|
Q1 2022
Reduced 4.65%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
40,939
shares
|
$24.7 Million
0.29% of portfolio
|
Q1 2025
Reduced 26.85%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
40,897
shares
|
$24.7 Million
15.2% of portfolio
|
Q1 2025
Added 45.9%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
40,853
shares
|
$24.6 Million
1.13% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
May 15, 2025 Q1 2025 |
40,752
shares
|
$24.6 Million
12.74% of portfolio
|
Q1 2025
Added 22.4%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
40,707
shares
|
$24.5 Million
1.54% of portfolio
|
Q4 2022
Reduced 31.3%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
40,624
shares
|
$24.5 Million
2.92% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
40,306
shares
|
$24.3 Million
2.48% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
40,264
shares
|
$24.3 Million
1.54% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Whitford Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
40,200
shares
|
$24.2 Million
28.63% of portfolio
|
Q1 2025
Reduced 80.23%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
40,169
shares
|
$24.2 Million
1.63% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
40,160
shares
|
$24.2 Million
11.3% of portfolio
|
Q1 2025
Added 81.65%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
40,112
shares
|
$24.2 Million
3.1% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
40,105
shares
|
$24.2 Million
2.34% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
40,082
shares
|
$24.2 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
40,021
shares
|
$24.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 54.07%
|