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 594 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 |
|---|---|---|---|---|---|
|
Cumberland Advisors Inc
|
May 09, 2025 Q1 2025 |
86,748
shares
|
$54.6 Million
22.0% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
86,693
shares
|
$54.5 Million
4.54% of portfolio
|
N/A
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
86,550
shares
|
$54.4 Million
0.57% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
86,408
shares
|
$54.3 Million
2.49% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
86,164
shares
|
$54.2 Million
1.98% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
86,095
shares
|
$54.1 Million
1.61% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
85,958
shares
|
$54.1 Million
36.79% of portfolio
|
Q2 2023
Added 198.56%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
85,924
shares
|
$54 Million
1.57% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
85,664
shares
|
$53.9 Million
4.13% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
84,928
shares
|
$53.4 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.48%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
84,899
shares
|
$53.4 Million
2.79% of portfolio
|
Q1 2025
Added 436.72%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
84,630
shares
|
$53.2 Million
4.5% of portfolio
|
Q2 2025
New holding
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
83,998
shares
|
$52.8 Million
29.22% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
83,844
shares
|
$52.7 Million
1.8% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
83,802
shares
|
$52.7 Million
1.58% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
83,640
shares
|
$52.6 Million
3.55% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
83,117
shares
|
$52.3 Million
9.61% of portfolio
|
Q4 2023
Added 1.57%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
83,048
shares
|
$52.2 Million
2.24% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
83,021
shares
|
$52.2 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
82,828
shares
|
$52.1 Million
1.63% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
82,467
shares
|
$51.9 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
82,357
shares
|
$51.8 Million
9.55% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
82,299
shares
|
$51.8 Million
30.57% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
82,183
shares
|
$51.7 Million
25.14% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Sal Trading, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
81,899
shares
|
$51.5 Million
93.35% of portfolio
|
Q1 2024
New holding
|