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 |
|---|---|---|---|---|---|
|
Thomist Capital Management, LP
Houston, TX |
May 14, 2025 Q1 2025 |
34,400
shares
|
$21.6 Million
10.91% of portfolio
|
Q1 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
34,348
shares
|
$21.6 Million
8.86% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
34,290
shares
|
$21.5 Million
0.88% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
34,279
shares
|
$21.5 Million
9.16% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
34,258
shares
|
$21.5 Million
3.64% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
34,078
shares
|
$21.4 Million
10.99% of portfolio
|
Q2 2025
Added 4926.25%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
33,860
shares
|
$21.3 Million
3.43% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
33,775
shares
|
$21.2 Million
0.63% of portfolio
|
Q2 2025
Added 34.35%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
33,645
shares
|
$21.1 Million
15.6% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Medici Capital LLC
Newport Beach, CA |
Jul 03, 2025 Q2 2025 |
33,638
shares
|
$21.1 Million
20.05% of portfolio
|
Q2 2025
Reduced 51.18%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
33,610
shares
|
$21.1 Million
16.17% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
33,602
shares
|
$21.1 Million
3.51% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Symmetry Investments LP
|
May 15, 2025 Q1 2025 |
33,532
shares
|
$21.1 Million
2.22% of portfolio
|
Q1 2025
Reduced 58.74%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
33,531
shares
|
$21.1 Million
0.26% of portfolio
|
Q4 2023
Reduced 0.61%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
33,504
shares
|
$21 Million
0.74% of portfolio
|
Q1 2025
Added 224.53%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
33,419
shares
|
$21 Million
1.59% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
33,292
shares
|
$20.9 Million
1.52% of portfolio
|
Q1 2025
Reduced 23.7%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
33,183
shares
|
$20.8 Million
5.02% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Tikvah Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
33,104
shares
|
$20.8 Million
6.81% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
33,009
shares
|
$20.7 Million
0.74% of portfolio
|
Q1 2025
Added 72.19%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
32,978
shares
|
$20.7 Million
7.65% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
32,868
shares
|
$20.6 Million
9.47% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
32,741
shares
|
$20.6 Million
6.97% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
32,728
shares
|
$20.6 Million
1.04% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
32,670
shares
|
$20.5 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.2%
|