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 |
|---|---|---|---|---|---|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
179
shares
|
$112,549
0.05% of portfolio
|
Q1 2023
Reduced 5.79%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
178
shares
|
$111,921
0.02% of portfolio
|
Q3 2023
Reduced 7.77%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
173
shares
|
$108,777
0.03% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
169
shares
|
$106,262
0.02% of portfolio
|
Q4 2023
Reduced 66.73%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
167
shares
|
$105,004
0.0% of portfolio
|
Q1 2025
Reduced 89.32%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
166
shares
|
$104,375
0.07% of portfolio
|
Q4 2024
Reduced 26.87%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
162
shares
|
$101,860
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
160
shares
|
$100,603
0.01% of portfolio
|
Q1 2025
Reduced 50.46%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
159
shares
|
$99,974
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
152
shares
|
$95,573
0.09% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
150
shares
|
$94,315
0.0% of portfolio
|
Q1 2025
Reduced 99.18%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Apr 29, 2025 Q1 2025 |
150
shares
|
$94,315
0.03% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
145
shares
|
$91,171
0.01% of portfolio
|
Q1 2025
Reduced 38.82%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
144
shares
|
$90,542
0.05% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
142
shares
|
$89,285
0.0% of portfolio
|
Q2 2025
Reduced 98.69%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
139
shares
|
$87,399
0.02% of portfolio
|
Q2 2025
Added 504.35%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
138
shares
|
$86,770
0.08% of portfolio
|
Q1 2025
Reduced 27.37%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
135
shares
|
$84,883
0.02% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
134
shares
|
$84,255
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
134
shares
|
$84,255
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
132
shares
|
$82,997
0.02% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
132
shares
|
$82,997
0.0% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
130
shares
|
$81,740
0.03% of portfolio
|
Q4 2023
Added 160.0%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
130
shares
|
$81,740
0.05% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
128
shares
|
$80,482
0.03% of portfolio
|
Q2 2024
Reduced 65.96%
|