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 5,029 institutions that hold shares in the stock, with a total of 603 Million shares, which have been reported (via 13F filing form) to have a value of $325 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
39,607
shares
|
$21.4 Million
0.14% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
39,595
shares
|
$21.3 Million
2.75% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
39,529
shares
|
$21.3 Million
1.12% of portfolio
|
Q2 2022
Added 18.3%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
39,373
shares
|
$21.2 Million
0.51% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
39,328
shares
|
$21.2 Million
3.47% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
39,305
shares
|
$21.2 Million
3.43% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
39,198
shares
|
$21.1 Million
0.07% of portfolio
|
Q4 2022
Added 26.24%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
39,183
shares
|
$21.1 Million
4.25% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
39,181
shares
|
$21.1 Million
4.66% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
39,132
shares
|
$21.1 Million
0.72% of portfolio
|
Q4 2024
Added 28.56%
|
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
39,112
shares
|
$21.1 Million
4.15% of portfolio
|
Q4 2024
Reduced 59.11%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Feb 06, 2025 Q4 2024 |
39,066
shares
|
$21.1 Million
12.53% of portfolio
|
Q4 2024
Added 77.62%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
38,932
shares
|
$21 Million
2.33% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
38,920
shares
|
$21 Million
0.78% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
38,815
shares
|
$20.9 Million
1.06% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
38,775
shares
|
$20.9 Million
3.44% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
38,670
shares
|
$20.8 Million
3.7% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
38,657
shares
|
$20.8 Million
1.44% of portfolio
|
Q4 2024
Added 22.05%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
38,592
shares
|
$20.8 Million
6.42% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
38,503
shares
|
$20.8 Million
5.33% of portfolio
|
Q3 2024
Added 6977.76%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
38,449
shares
|
$20.7 Million
0.32% of portfolio
|
Q1 2025
Added 66.27%
|
|
|
Eagle Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
38,411
shares
|
$20.7 Million
9.51% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
38,373
shares
|
$20.7 Million
2.57% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
38,321
shares
|
$20.7 Million
9.51% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
38,314
shares
|
$20.7 Million
14.39% of portfolio
|
Q4 2024
Reduced 2.3%
|