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 |
|---|---|---|---|---|---|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
14,538
shares
|
$8.64 Million
0.08% of portfolio
|
Q4 2022
Added 537.35%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
14,524
shares
|
$8.63 Million
1.51% of portfolio
|
Q1 2025
Reduced 29.1%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
14,479
shares
|
$8.6 Million
5.52% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
14,475
shares
|
$8.6 Million
0.12% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,457
shares
|
$8.59 Million
0.02% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
14,401
shares
|
$8.56 Million
0.2% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
First American Bank
Dundee, IL |
Apr 22, 2025 Q1 2025 |
14,382
shares
|
$8.55 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
14,376
shares
|
$8.54 Million
0.93% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
14,375
shares
|
$8.54 Million
2.74% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
14,337
shares
|
$8.52 Million
0.47% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
14,314
shares
|
$8.51 Million
2.05% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
14,293
shares
|
$8.49 Million
3.38% of portfolio
|
Q1 2025
Added 25.42%
|
|
|
Deep Currents Investment Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,281
shares
|
$8.49 Million
9.15% of portfolio
|
Q1 2025
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
14,269
shares
|
$8.48 Million
0.5% of portfolio
|
Q1 2025
Reduced 43.6%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
14,232
shares
|
$8.46 Million
6.36% of portfolio
|
Q1 2025
Reduced 99.44%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
14,213
shares
|
$8.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 39.99%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
May 14, 2025 Q1 2025 |
14,202
shares
|
$8.44 Million
5.22% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
14,189
shares
|
$8.43 Million
5.15% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
14,130
shares
|
$8.4 Million
0.77% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
14,025
shares
|
$8.33 Million
2.11% of portfolio
|
Q1 2023
Added 0.76%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
13,992
shares
|
$8.32 Million
4.42% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
13,992
shares
|
$8.32 Million
0.64% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
13,991
shares
|
$8.31 Million
3.65% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Yakira Capital Management, Inc.
Westport, CT |
May 14, 2025 Q1 2025 |
13,950
shares
|
$8.29 Million
4.08% of portfolio
|
Q1 2025
Reduced 22.5%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
13,924
shares
|
$8.27 Million
8.48% of portfolio
|
Q1 2025
Reduced 3.16%
|