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 5,076 institutions that hold shares in the stock, with a total of 597 Million shares, which have been reported (via 13F filing form) to have a value of $373 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
7,630
shares
|
$4.77 Million
2.65% of portfolio
|
Q1 2025
Added 14.22%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
7,609
shares
|
$4.75 Million
0.6% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
7,608
shares
|
$4.75 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
7,596
shares
|
$4.75 Million
1.68% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
7,593
shares
|
$4.74 Million
0.8% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,590
shares
|
$4.74 Million
0.32% of portfolio
|
Q1 2025
Added 18.28%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,576
shares
|
$4.73 Million
0.99% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
7,559
shares
|
$4.72 Million
5.57% of portfolio
|
Q1 2025
Reduced 43.16%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
7,552
shares
|
$4.72 Million
1.07% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
7,531
shares
|
$4.71 Million
2.3% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
7,526
shares
|
$4.7 Million
1.63% of portfolio
|
Q1 2025
Added 474.94%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
7,520
shares
|
$4.7 Million
1.12% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
7,505
shares
|
$4.69 Million
1.51% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Orvieto Partners, L.P.
Boston, MA |
May 15, 2025 Q1 2025 |
7,500
shares
|
$4.69 Million
3.68% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
7,486
shares
|
$4.68 Million
0.67% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
7,471
shares
|
$4.67 Million
0.54% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
7,470
shares
|
$4.67 Million
0.84% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
7,470
shares
|
$4.67 Million
2.46% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
7,456
shares
|
$4.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 52.0%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
7,449
shares
|
$4.65 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,435
shares
|
$4.65 Million
1.94% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
7,435
shares
|
$4.65 Million
0.51% of portfolio
|
Q1 2025
Reduced 60.6%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
7,428
shares
|
$4.64 Million
1.59% of portfolio
|
Q1 2025
Reduced 39.66%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
7,422
shares
|
$4.64 Million
2.89% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
7,395
shares
|
$4.62 Million
3.87% of portfolio
|
Q1 2025
Reduced 0.34%
|