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 $349 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
5,084
shares
|
$3.04 Million
1.03% of portfolio
|
Q1 2025
Added 16.71%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
5,083
shares
|
$3.04 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,062
shares
|
$3.02 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
5,047
shares
|
$3.02 Million
0.28% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
5,036
shares
|
$3.01 Million
0.52% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
5,032
shares
|
$3.01 Million
2.02% of portfolio
|
Q2 2022
Added 23.94%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
5,029
shares
|
$3 Million
0.94% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
5,023
shares
|
$3 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
5,011
shares
|
$2.99 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Broderick Brian C
|
Apr 18, 2025 Q1 2025 |
5,000
shares
|
$2.99 Million
0.63% of portfolio
|
Q1 2025
Reduced 52.83%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
5,000
shares
|
$2.99 Million
1.13% of portfolio
|
Q1 2025
Reduced 47.11%
|
|
|
Miura Global Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,000
shares
|
$2.99 Million
4.25% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
4,998
shares
|
$2.99 Million
1.32% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Grange Capital, LLC
Beaverton, OR |
May 02, 2025 Q1 2025 |
4,985
shares
|
$2.98 Million
3.25% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,984
shares
|
$2.98 Million
0.62% of portfolio
|
Q1 2025
Added 16.58%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
4,979
shares
|
$2.98 Million
1.41% of portfolio
|
Q1 2024
Reduced 9.91%
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
4,963
shares
|
$2.97 Million
1.77% of portfolio
|
Q1 2025
Added 36.65%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
4,956
shares
|
$2.96 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
4,947
shares
|
$2.96 Million
0.42% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
4,947
shares
|
$2.96 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
4,942
shares
|
$2.95 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
4,939
shares
|
$2.95 Million
1.17% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
4,927
shares
|
$2.94 Million
0.45% of portfolio
|
Q1 2025
Added 21.03%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
4,925
shares
|
$2.94 Million
0.19% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Gallo Partners, LP
Bloomfield, NJ |
May 15, 2025 Q1 2025 |
4,925
shares
|
$2.94 Million
1.83% of portfolio
|
Q1 2025
Added 318.79%
|