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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
38,308
shares
|
$20.7 Million
1.33% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
38,297
shares
|
$20.6 Million
0.97% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Jan 29, 2025 Q4 2024 |
38,213
shares
|
$20.6 Million
0.28% of portfolio
|
Q4 2024
Added 466.87%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
38,162
shares
|
$20.6 Million
5.7% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
38,129
shares
|
$20.6 Million
1.06% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
37,916
shares
|
$20.4 Million
0.56% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
37,813
shares
|
$20.4 Million
0.86% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
37,752
shares
|
$20.4 Million
0.71% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
37,724
shares
|
$20.3 Million
8.29% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
37,647
shares
|
$20.3 Million
9.3% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Shaolin Capital Management LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
37,500
shares
|
$20.2 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
37,492
shares
|
$20.2 Million
0.52% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
37,417
shares
|
$20.2 Million
6.07% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
37,364
shares
|
$20.1 Million
0.19% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Feb 13, 2025 Q4 2024 |
37,339
shares
|
$20.1 Million
8.43% of portfolio
|
Q4 2024
Reduced 28.65%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
37,310
shares
|
$20.1 Million
1.33% of portfolio
|
Q3 2023
Reduced 27.62%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
37,106
shares
|
$20 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
37,080
shares
|
$20 Million
5.43% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
37,066
shares
|
$20 Million
1.41% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
37,019
shares
|
$20 Million
4.58% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
37,014
shares
|
$20 Million
1.35% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
36,933
shares
|
$19.9 Million
2.26% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
36,849
shares
|
$19.9 Million
0.82% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
36,841
shares
|
$19.9 Million
2.58% of portfolio
|
Q4 2024
Reduced 36.26%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
36,800
shares
|
$19.8 Million
1.51% of portfolio
|
Q4 2024
Reduced 0.51%
|