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 |
|---|---|---|---|---|---|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
3,850
shares
|
$2.24 Million
0.27% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
3,848
shares
|
$2.24 Million
2.09% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,841
shares
|
$2.24 Million
0.47% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Bcr Wealth Strategies, LLC
|
May 09, 2025 Q1 2025 |
3,840
shares
|
$2.24 Million
0.94% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
3,832
shares
|
$2.23 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
3,812
shares
|
$2.22 Million
0.46% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
3,809
shares
|
$2.22 Million
1.61% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
3,803
shares
|
$2.22 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
3,803
shares
|
$2.22 Million
1.5% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
3,802
shares
|
$2.22 Million
0.66% of portfolio
|
Q3 2023
Added 12.72%
|
|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
3,798
shares
|
$2.21 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
General Industrial Partners LLP
London, X0 |
Feb 12, 2024 Q4 2023 |
3,795
shares
|
$2.21 Million
70.06% of portfolio
|
Q4 2023
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
3,790
shares
|
$2.21 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,783
shares
|
$2.2 Million
0.21% of portfolio
|
Q1 2022
Reduced 0.45%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
3,781
shares
|
$2.2 Million
0.68% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
3,781
shares
|
$2.2 Million
1.43% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
3,776
shares
|
$2.2 Million
0.78% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
3,774
shares
|
$2.2 Million
0.38% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
3,772
shares
|
$2.2 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
3,769
shares
|
$2.2 Million
0.06% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
3,763
shares
|
$2.19 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
3,759
shares
|
$2.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 41.54%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,756
shares
|
$2.19 Million
2.19% of portfolio
|
Q1 2025
Reduced 40.23%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,755
shares
|
$2.19 Million
0.07% of portfolio
|
Q3 2023
Reduced 1.65%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
3,755
shares
|
$2.19 Million
2.14% of portfolio
|
Q1 2025
Added 5.95%
|