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 5,107 institutions that hold shares in the stock, with a total of 594 Million shares, which have been reported (via 13F filing form) to have a value of $377 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
25,168
shares
|
$16 Million
5.3% of portfolio
|
Q3 2023
Added 9.01%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
25,158
shares
|
$16 Million
1.76% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
25,092
shares
|
$15.9 Million
2.14% of portfolio
|
Q4 2020
Reduced 1.58%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
25,080
shares
|
$15.9 Million
3.3% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
25,073
shares
|
$15.9 Million
0.7% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
25,032
shares
|
$15.9 Million
1.59% of portfolio
|
Q1 2025
Reduced 18.29%
|
|
|
Ikarian Capital, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
25,000
shares
|
$15.9 Million
1.96% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Lane Capital, LP
Austin, TX |
May 13, 2025 Q1 2025 |
25,000
shares
|
$15.9 Million
73.76% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
24,998
shares
|
$15.9 Million
1.31% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
24,955
shares
|
$15.8 Million
0.63% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
24,954
shares
|
$15.8 Million
3.56% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
24,907
shares
|
$15.8 Million
3.08% of portfolio
|
Q1 2024
New holding
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
24,811
shares
|
$15.7 Million
7.09% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
24,771
shares
|
$15.7 Million
0.86% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
24,740
shares
|
$15.7 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
24,734
shares
|
$15.7 Million
1.58% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
24,717
shares
|
$15.7 Million
1.53% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
24,683
shares
|
$15.7 Million
1.26% of portfolio
|
Q2 2023
Reduced 13.13%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
24,642
shares
|
$15.6 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
24,641
shares
|
$15.6 Million
1.78% of portfolio
|
Q1 2025
Added 25.54%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
24,573
shares
|
$15.6 Million
7.81% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
24,570
shares
|
$15.6 Million
1.44% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Kettle Hill Capital Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,568
shares
|
$15.6 Million
4.04% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
24,522
shares
|
$15.6 Million
14.27% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
24,485
shares
|
$15.5 Million
0.58% of portfolio
|
Q1 2025
Reduced 20.75%
|