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 |
|---|---|---|---|---|---|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
29,900
shares
|
$17.8 Million
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
29,900
shares
|
$17.8 Million
7.14% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
29,784
shares
|
$17.7 Million
2.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kennicott Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
29,759
shares
|
$17.7 Million
11.08% of portfolio
|
Q1 2025
Reduced 36.92%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
29,759
shares
|
$17.7 Million
1.92% of portfolio
|
Q1 2025
Added 15.02%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
29,700
shares
|
$17.7 Million
4.12% of portfolio
|
Q1 2025
Added 8127.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
29,670
shares
|
$17.6 Million
0.44% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
29,658
shares
|
$17.6 Million
0.31% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
29,638
shares
|
$17.6 Million
0.42% of portfolio
|
Q1 2025
Reduced 21.83%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Apr 23, 2025 Q1 2025 |
29,574
shares
|
$17.6 Million
11.32% of portfolio
|
Q1 2025
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
29,509
shares
|
$17.5 Million
3.29% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
29,495
shares
|
$17.5 Million
0.62% of portfolio
|
Q1 2025
Reduced 35.62%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
29,479
shares
|
$17.5 Million
2.4% of portfolio
|
Q1 2025
Reduced 60.91%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
29,449
shares
|
$17.5 Million
4.9% of portfolio
|
Q3 2022
Added 2.27%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
29,434
shares
|
$17.5 Million
7.47% of portfolio
|
Q1 2025
Reduced 21.82%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
29,433
shares
|
$17.5 Million
9.28% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
29,431
shares
|
$17.5 Million
0.59% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Apr 16, 2025 Q1 2025 |
29,250
shares
|
$17.4 Million
0.96% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
29,053
shares
|
$17.3 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
28,932
shares
|
$17.2 Million
1.39% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
28,840
shares
|
$17.1 Million
9.98% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
28,839
shares
|
$17.1 Million
3.12% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
28,754
shares
|
$17.1 Million
4.64% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
28,699
shares
|
$17.1 Million
1.38% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Scharf Investments, LLC
|
Apr 22, 2025 Q1 2025 |
28,660
shares
|
$17 Million
0.55% of portfolio
|
Q1 2025
Reduced 82.89%
|