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 |
|---|---|---|---|---|---|
|
Altus Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
3,406
shares
|
$1.99 Million
0.89% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
3,403
shares
|
$1.98 Million
0.87% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
|
Delta Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
3,400
shares
|
$1.98 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
3,399
shares
|
$1.98 Million
2.19% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
3,396
shares
|
$1.98 Million
0.51% of portfolio
|
Q1 2025
Reduced 72.29%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
3,381
shares
|
$1.97 Million
1.5% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
3,374
shares
|
$1.97 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
3,367
shares
|
$1.96 Million
1.22% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
3,361
shares
|
$1.96 Million
1.07% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
3,359
shares
|
$1.96 Million
0.23% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
3,358
shares
|
$1.96 Million
0.18% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
3,356
shares
|
$1.96 Million
0.24% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
3,353
shares
|
$1.95 Million
0.26% of portfolio
|
Q1 2025
Added 14.13%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 13, 2025 Q1 2025 |
3,347
shares
|
$1.95 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,346
shares
|
$1.95 Million
0.81% of portfolio
|
Q4 2022
Reduced 3.66%
|
|
|
Stoneridge Investment Partners LLC
|
May 14, 2025 Q1 2025 |
3,341
shares
|
$1.95 Million
1.58% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
3,340
shares
|
$1.95 Million
4.78% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
3,338
shares
|
$1.95 Million
0.92% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
3,332
shares
|
$1.94 Million
0.82% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Apr 15, 2025 Q1 2025 |
3,329
shares
|
$1.94 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
3,324
shares
|
$1.94 Million
0.22% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
3,323
shares
|
$1.94 Million
0.4% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,318
shares
|
$1.93 Million
1.14% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
3,311
shares
|
$1.93 Million
0.2% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
3,309
shares
|
$1.93 Million
2.75% of portfolio
|
Q3 2022
Added 0.64%
|