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 |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
21,931
shares
|
$13 Million
0.22% of portfolio
|
Q1 2025
Reduced 60.56%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
21,899
shares
|
$13 Million
2.65% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
21,893
shares
|
$13 Million
2.92% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
21,872
shares
|
$13 Million
1.05% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
21,871
shares
|
$13 Million
12.04% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
21,827
shares
|
$13 Million
4.35% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
21,818
shares
|
$13 Million
0.21% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
21,814
shares
|
$13 Million
0.94% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Polianta LTD
|
Apr 16, 2025 Q1 2025 |
21,800
shares
|
$13 Million
5.89% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
21,764
shares
|
$12.9 Million
1.81% of portfolio
|
Q1 2025
Reduced 50.42%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
21,757
shares
|
$12.9 Million
0.39% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
21,556
shares
|
$12.8 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
21,530
shares
|
$12.8 Million
9.4% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
21,507
shares
|
$12.8 Million
1.61% of portfolio
|
Q1 2025
Added 18.48%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
21,470
shares
|
$12.8 Million
0.89% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
21,454
shares
|
$12.7 Million
4.08% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
21,375
shares
|
$12.7 Million
0.9% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
21,361
shares
|
$12.7 Million
0.69% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
21,346
shares
|
$12.7 Million
3.34% of portfolio
|
Q1 2025
Added 48.03%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
21,305
shares
|
$12.7 Million
5.68% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
May 09, 2025 Q1 2025 |
21,300
shares
|
$12.7 Million
10.71% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
21,295
shares
|
$12.7 Million
0.52% of portfolio
|
Q1 2025
Reduced 16.64%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
21,239
shares
|
$12.6 Million
1.42% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
21,238
shares
|
$12.6 Million
7.4% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
21,222
shares
|
$12.6 Million
1.32% of portfolio
|
Q1 2025
Reduced 1.53%
|