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 |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
3,637
shares
|
$2.12 Million
0.52% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
3,636
shares
|
$2.12 Million
0.12% of portfolio
|
Q1 2025
Reduced 19.07%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
3,635
shares
|
$2.12 Million
0.21% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
3,634
shares
|
$2.12 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
3,632
shares
|
$2.12 Million
0.54% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
3,623
shares
|
$2.11 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
3,608
shares
|
$2.1 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
3,608
shares
|
$2.1 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
3,604
shares
|
$2.1 Million
0.88% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
3,596
shares
|
$2.1 Million
0.29% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
3,590
shares
|
$2.09 Million
1.46% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
3,586
shares
|
$2.09 Million
6.13% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
3,582
shares
|
$2.09 Million
0.55% of portfolio
|
Q4 2024
Added 36.41%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,582
shares
|
$2.09 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
3,577
shares
|
$2.08 Million
1.64% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
3,559
shares
|
$2.07 Million
0.25% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
May 01, 2025 Q1 2025 |
3,558
shares
|
$2.07 Million
1.19% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
3,557
shares
|
$2.07 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
3,556
shares
|
$2.07 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,555
shares
|
$2.07 Million
0.44% of portfolio
|
Q2 2024
Added 58.34%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
3,554
shares
|
$2.07 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
May 12, 2025 Q1 2025 |
3,550
shares
|
$2.07 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
3,549
shares
|
$2.07 Million
0.48% of portfolio
|
Q4 2023
Added 47.08%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
3,546
shares
|
$2.07 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
3,543
shares
|
$2.07 Million
0.05% of portfolio
|
Q1 2025
Added 172.96%
|