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 5,100 institutions that hold shares in the stock, with a total of 593 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 |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
388
shares
|
$243,962
0.09% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
385
shares
|
$242,076
0.15% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
384
shares
|
$241,447
0.03% of portfolio
|
Q1 2025
Reduced 58.89%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
384
shares
|
$241,447
0.15% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
378
shares
|
$237,675
0.13% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
374
shares
|
$235,159
0.34% of portfolio
|
Q1 2025
Reduced 42.81%
|
|
|
Benson Investment Management Company, Inc.
|
Apr 10, 2025 Q1 2025 |
372
shares
|
$233,902
0.09% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
372
shares
|
$233,902
0.07% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
371
shares
|
$233,273
0.04% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
371
shares
|
$233,273
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
370
shares
|
$232,644
0.03% of portfolio
|
Q2 2025
Reduced 59.07%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
370
shares
|
$232,644
0.19% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
368
shares
|
$231,387
0.05% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
368
shares
|
$231,387
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
366
shares
|
$230,129
0.12% of portfolio
|
Q1 2025
Reduced 35.68%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
364
shares
|
$228,872
0.1% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Cmc Financial Group
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
364
shares
|
$228,872
0.69% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
363
shares
|
$228,243
0.08% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
362
shares
|
$227,614
0.06% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
361
shares
|
$226,985
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
361
shares
|
$226,985
0.46% of portfolio
|
Q2 2022
Reduced 79.6%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Apr 18, 2025 Q1 2025 |
361
shares
|
$226,985
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Elefante Mark B
Boston, MA |
May 06, 2025 Q1 2025 |
360
shares
|
$226,357
0.16% of portfolio
|
Q1 2025
Reduced 29.41%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
360
shares
|
$226,357
0.18% of portfolio
|
Q1 2025
Reduced 77.17%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
359
shares
|
$225,728
0.03% of portfolio
|
Q4 2024
New holding
|