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 5,094 institutions that hold shares in the stock, with a total of 593 Million shares, which have been reported (via 13F filing form) to have a value of $372 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
37,859
shares
|
$23.8 Million
1.1% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Capital World Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
37,849
shares
|
$23.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
37,810
shares
|
$23.7 Million
0.9% of portfolio
|
Q1 2025
Reduced 32.57%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
37,667
shares
|
$23.7 Million
1.11% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
37,598
shares
|
$23.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
37,386
shares
|
$23.5 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
37,369
shares
|
$23.5 Million
3.17% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
37,366
shares
|
$23.5 Million
1.56% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
May 14, 2025 Q1 2025 |
37,339
shares
|
$23.5 Million
9.51% of portfolio
|
Q4 2024
Reduced 28.65%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
37,310
shares
|
$23.4 Million
1.33% of portfolio
|
Q3 2023
Reduced 27.62%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
37,264
shares
|
$23.4 Million
4.33% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
37,197
shares
|
$23.4 Million
5.22% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
37,130
shares
|
$23.3 Million
0.92% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
37,071
shares
|
$23.3 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Scharf Investments, LLC
|
Jul 14, 2025 Q2 2025 |
36,954
shares
|
$23.2 Million
0.7% of portfolio
|
Q2 2025
Added 28.94%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
36,924
shares
|
$23.2 Million
3.46% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
36,913
shares
|
$23.2 Million
2.3% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
36,791
shares
|
$23.1 Million
6.97% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
36,514
shares
|
$22.9 Million
5.91% of portfolio
|
Q2 2025
Added 49.94%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
36,438
shares
|
$22.9 Million
1.85% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
36,405
shares
|
$22.9 Million
1.32% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
36,289
shares
|
$22.8 Million
15.54% of portfolio
|
Q1 2025
Added 299.13%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
36,250
shares
|
$22.8 Million
8.12% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
35,926
shares
|
$22.6 Million
7.22% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
35,878
shares
|
$22.5 Million
7.05% of portfolio
|
Q1 2025
Added 0.16%
|