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 $340 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
4,182
shares
|
$2.44 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
4,179
shares
|
$2.44 Million
0.4% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
4,175
shares
|
$2.43 Million
1.3% of portfolio
|
Q1 2025
Added 15.33%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
4,173
shares
|
$2.43 Million
1.48% of portfolio
|
Q1 2025
Reduced 22.81%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
4,172
shares
|
$2.43 Million
6.4% of portfolio
|
Q1 2025
Reduced 88.75%
|
|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
4,166
shares
|
$2.43 Million
0.45% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
4,164
shares
|
$2.43 Million
0.95% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
4,162
shares
|
$2.43 Million
0.06% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
4,159
shares
|
$2.42 Million
0.95% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
4,156
shares
|
$2.42 Million
1.74% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
4,153
shares
|
$2.42 Million
2.78% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
4,151
shares
|
$2.42 Million
0.8% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
4,147
shares
|
$2.42 Million
0.42% of portfolio
|
Q1 2025
Added 28.91%
|
|
|
Private Capital Advisors, Inc.
|
May 01, 2025 Q1 2025 |
4,145
shares
|
$2.42 Million
0.28% of portfolio
|
Q1 2025
Added 43.03%
|
|
|
Forager Funds Management Pty LTD
|
Nov 08, 2022 Q3 2022 |
4,144
shares
|
$2.42 Million
2.2% of portfolio
|
Q3 2022
New holding
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
4,140
shares
|
$2.41 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
4,128
shares
|
$2.41 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Elite Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
4,127
shares
|
$2.41 Million
0.67% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
4,120
shares
|
$2.4 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
4,118
shares
|
$2.4 Million
1.52% of portfolio
|
Q1 2025
New holding
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,117
shares
|
$2.4 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
4,113
shares
|
$2.4 Million
0.79% of portfolio
|
Q1 2025
Added 547.72%
|
|
|
Euclidean Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,104
shares
|
$2.39 Million
0.87% of portfolio
|
Q1 2025
Reduced 99.54%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
4,104
shares
|
$2.39 Million
1.71% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
4,094
shares
|
$2.39 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.72%
|