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 |
|---|---|---|---|---|---|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
3,305
shares
|
$1.93 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
3,305
shares
|
$1.93 Million
0.94% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
3,300
shares
|
$1.92 Million
0.19% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Apr 28, 2025 Q1 2025 |
3,300
shares
|
$1.92 Million
1.48% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
3,296
shares
|
$1.92 Million
0.79% of portfolio
|
Q2 2022
Added 13.66%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
3,295
shares
|
$1.92 Million
1.69% of portfolio
|
Q1 2025
Reduced 12.97%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
3,292
shares
|
$1.92 Million
0.38% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
3,291
shares
|
$1.92 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
3,290
shares
|
$1.92 Million
0.25% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Suncoast Equity Management
|
Apr 22, 2025 Q1 2025 |
3,288
shares
|
$1.92 Million
0.21% of portfolio
|
Q1 2025
Reduced 27.74%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
3,287
shares
|
$1.92 Million
1.0% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
May 13, 2025 Q1 2025 |
3,278
shares
|
$1.91 Million
0.11% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
3,276
shares
|
$1.91 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,272
shares
|
$1.91 Million
0.62% of portfolio
|
Q2 2022
Reduced 3.02%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
3,266
shares
|
$1.9 Million
0.19% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
3,262
shares
|
$1.9 Million
0.77% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,258
shares
|
$1.9 Million
0.2% of portfolio
|
Q2 2023
Reduced 2.19%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
3,254
shares
|
$1.9 Million
0.31% of portfolio
|
Q1 2025
Added 91.3%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
3,243
shares
|
$1.89 Million
0.53% of portfolio
|
Q1 2025
Added 19.58%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
May 09, 2025 Q1 2025 |
3,243
shares
|
$1.89 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Renaissance Investment Group LLC
|
May 07, 2025 Q1 2025 |
3,239
shares
|
$1.89 Million
0.46% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,225
shares
|
$1.88 Million
0.91% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,224
shares
|
$1.88 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
3,220
shares
|
$1.88 Million
0.24% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
3,220
shares
|
$1.88 Million
0.16% of portfolio
|
Q1 2025
Added 612.39%
|