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 |
|---|---|---|---|---|---|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,754
shares
|
$2.19 Million
0.27% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
3,754
shares
|
$2.19 Million
1.13% of portfolio
|
Q1 2023
Added 4.05%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,753
shares
|
$2.19 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Savior LLC
|
Apr 22, 2025 Q1 2025 |
3,737
shares
|
$2.18 Million
12.56% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
3,737
shares
|
$2.18 Million
1.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
3,736
shares
|
$2.18 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
3,736
shares
|
$2.18 Million
1.58% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
3,731
shares
|
$2.17 Million
2.16% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Bnc Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
3,715
shares
|
$2.17 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
3,707
shares
|
$2.16 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
3,706
shares
|
$2.16 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
3,704
shares
|
$2.16 Million
0.87% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
3,700
shares
|
$2.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 56.2%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
3,699
shares
|
$2.16 Million
1.18% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
3,696
shares
|
$2.15 Million
0.32% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
3,694
shares
|
$2.15 Million
0.1% of portfolio
|
Q1 2025
Reduced 54.12%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
3,677
shares
|
$2.14 Million
0.07% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
3,676
shares
|
$2.14 Million
0.36% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
3,671
shares
|
$2.14 Million
0.19% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
3,669
shares
|
$2.14 Million
0.21% of portfolio
|
Q3 2022
Added 63.5%
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
3,656
shares
|
$2.13 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
3,651
shares
|
$2.13 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
3,650
shares
|
$2.13 Million
1.28% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Apr 25, 2025 Q1 2025 |
3,642
shares
|
$2.12 Million
1.43% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
3,639
shares
|
$2.12 Million
0.47% of portfolio
|
Q1 2025
Added 2.08%
|