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 |
|---|---|---|---|---|---|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
31,561
shares
|
$17 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
31,406
shares
|
$16.9 Million
15.07% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Feb 14, 2025 Q4 2024 |
31,338
shares
|
$16.9 Million
13.17% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
31,193
shares
|
$16.8 Million
7.82% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
31,097
shares
|
$16.8 Million
8.87% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
31,055
shares
|
$16.7 Million
1.26% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
31,046
shares
|
$16.7 Million
3.49% of portfolio
|
Q4 2024
Added 85.35%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
31,011
shares
|
$16.7 Million
18.52% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
30,985
shares
|
$16.7 Million
4.15% of portfolio
|
Q4 2024
Added 46.76%
|
|
|
J. Goldman & CO LP
New York, NY |
Feb 14, 2025 Q4 2024 |
30,908
shares
|
$16.7 Million
0.51% of portfolio
|
Q4 2024
Reduced 78.73%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
30,896
shares
|
$16.7 Million
0.78% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
30,853
shares
|
$16.6 Million
2.28% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
30,818
shares
|
$16.6 Million
4.8% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
30,797
shares
|
$16.6 Million
12.09% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
30,746
shares
|
$16.6 Million
1.75% of portfolio
|
Q4 2024
Reduced 19.16%
|
|
|
Jcp Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
30,669
shares
|
$16.5 Million
11.43% of portfolio
|
Q2 2024
Added 1737.57%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Apr 11, 2025 Q4 2024 |
30,637
shares
|
$16.5 Million
2.07% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
30,449
shares
|
$16.4 Million
2.16% of portfolio
|
Q4 2024
Added 28.6%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
30,423
shares
|
$16.4 Million
1.89% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
30,405
shares
|
$16.4 Million
13.7% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
30,387
shares
|
$16.4 Million
1.65% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
30,371
shares
|
$16.4 Million
4.13% of portfolio
|
Q4 2024
Added 15.0%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
30,368
shares
|
$16.4 Million
8.52% of portfolio
|
Q1 2023
Added 354.82%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
30,365
shares
|
$16.4 Million
1.49% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
30,297
shares
|
$16.3 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.63%
|