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 5,060 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 $338 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,447
shares
|
$2.58 Million
1.33% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
4,443
shares
|
$2.57 Million
2.36% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
4,442
shares
|
$2.57 Million
0.47% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
4,441
shares
|
$2.57 Million
0.21% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
4,441
shares
|
$2.57 Million
2.22% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
4,436
shares
|
$2.57 Million
1.37% of portfolio
|
Q1 2025
Added 46.31%
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
4,433
shares
|
$2.57 Million
2.29% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
4,426
shares
|
$2.56 Million
0.7% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
4,426
shares
|
$2.56 Million
1.59% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
4,425
shares
|
$2.56 Million
0.52% of portfolio
|
Q1 2025
Added 196.78%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
4,423
shares
|
$2.56 Million
0.68% of portfolio
|
Q1 2025
Reduced 20.1%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
4,411
shares
|
$2.55 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
4,410
shares
|
$2.55 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Crescent Park Management, L.P.
East Palo Alto, CA |
May 14, 2025 Q1 2025 |
4,407
shares
|
$2.55 Million
1.19% of portfolio
|
Q1 2025
Added 124.27%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
4,396
shares
|
$2.55 Million
0.81% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
4,384
shares
|
$2.54 Million
1.03% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
4,379
shares
|
$2.54 Million
2.46% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
4,377
shares
|
$2.53 Million
0.78% of portfolio
|
Q1 2025
Added 13.63%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
4,373
shares
|
$2.53 Million
1.0% of portfolio
|
Q1 2025
Added 19.51%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
4,372
shares
|
$2.53 Million
0.46% of portfolio
|
Q1 2025
Added 25.38%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
4,372
shares
|
$2.53 Million
1.03% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
4,370
shares
|
$2.53 Million
0.19% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
4,366
shares
|
$2.53 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
4,365
shares
|
$2.53 Million
1.57% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
4,364
shares
|
$2.53 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.41%
|