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 5,070 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 $347 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
32,221
shares
|
$19.1 Million
9.41% of portfolio
|
Q1 2025
Added 15.99%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
32,197
shares
|
$19.1 Million
13.99% of portfolio
|
Q1 2024
Added 1.83%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
32,175
shares
|
$19.1 Million
3.12% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
32,119
shares
|
$19.1 Million
16.81% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
32,099
shares
|
$19.1 Million
4.03% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Gillson Capital LP
Chicago, IL |
May 15, 2025 Q1 2025 |
32,046
shares
|
$19 Million
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
32,004
shares
|
$19 Million
3.51% of portfolio
|
Q2 2022
Reduced 5.0%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
31,910
shares
|
$19 Million
13.14% of portfolio
|
Q1 2025
Added 29.12%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
31,874
shares
|
$18.9 Million
0.84% of portfolio
|
Q1 2025
Reduced 19.97%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
31,616
shares
|
$18.8 Million
5.08% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
31,551
shares
|
$18.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 29.48%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
31,491
shares
|
$18.7 Million
1.59% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
31,471
shares
|
$18.7 Million
12.63% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
31,406
shares
|
$18.7 Million
15.07% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
31,401
shares
|
$18.7 Million
1.62% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
31,380
shares
|
$18.6 Million
2.8% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
31,192
shares
|
$18.5 Million
2.18% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
31,182
shares
|
$18.5 Million
1.67% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
31,142
shares
|
$18.5 Million
4.33% of portfolio
|
Q1 2025
Added 19.48%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
31,122
shares
|
$18.5 Million
0.62% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
30,976
shares
|
$18.4 Million
12.27% of portfolio
|
Q1 2025
Added 57.84%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
30,967
shares
|
$18.4 Million
14.03% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
30,922
shares
|
$18.4 Million
4.98% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
30,906
shares
|
$18.4 Million
1.04% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
30,853
shares
|
$18.3 Million
2.28% of portfolio
|
Q1 2025
Reduced 2.09%
|