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 |
|---|---|---|---|---|---|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
4,089
shares
|
$2.38 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Edge Rock Capital LLC
|
Apr 15, 2025 Q1 2025 |
4,089
shares
|
$2.38 Million
1.66% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
4,088
shares
|
$2.38 Million
1.49% of portfolio
|
Q1 2024
New holding
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
4,086
shares
|
$2.38 Million
1.35% of portfolio
|
Q1 2025
Reduced 51.94%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
4,083
shares
|
$2.38 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
4,078
shares
|
$2.38 Million
1.59% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
4,072
shares
|
$2.37 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Miramar Fiduciary Corp
Reno, NV |
May 14, 2025 Q1 2025 |
4,056
shares
|
$2.36 Million
2.04% of portfolio
|
Q4 2018
Added 12.92%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
4,052
shares
|
$2.36 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
4,043
shares
|
$2.36 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
4,034
shares
|
$2.35 Million
1.08% of portfolio
|
Q1 2024
Reduced 1.61%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
4,034
shares
|
$2.35 Million
0.56% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
4,030
shares
|
$2.35 Million
0.58% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
4,026
shares
|
$2.35 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
4,014
shares
|
$2.34 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,010
shares
|
$2.34 Million
0.39% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Spring Capital Management, LLC
|
Apr 09, 2025 Q1 2025 |
4,004
shares
|
$2.33 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Highlander Partners, L.P.
|
May 05, 2025 Q1 2025 |
4,000
shares
|
$2.33 Million
1.35% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Ardsley Advisory Partners LP
Stamford, CT |
May 15, 2025 Q1 2025 |
4,000
shares
|
$2.33 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
3,990
shares
|
$2.33 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
3,986
shares
|
$2.32 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Apr 23, 2025 Q1 2025 |
3,970
shares
|
$2.31 Million
2.65% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
3,968
shares
|
$2.31 Million
0.4% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
3,959
shares
|
$2.31 Million
0.48% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
3,954
shares
|
$2.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.25%
|