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 |
|---|---|---|---|---|---|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
3,217
shares
|
$1.88 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
3,215
shares
|
$1.87 Million
0.36% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
3,214
shares
|
$1.87 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Meyer Handelman CO
|
Apr 08, 2025 Q1 2025 |
3,210
shares
|
$1.87 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
3,209
shares
|
$1.87 Million
0.23% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,202
shares
|
$1.87 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
3,202
shares
|
$1.87 Million
0.72% of portfolio
|
Q1 2025
Reduced 95.66%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
3,190
shares
|
$1.86 Million
0.72% of portfolio
|
Q1 2025
Reduced 14.87%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
3,184
shares
|
$1.86 Million
1.04% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
3,184
shares
|
$1.86 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
3,182
shares
|
$1.85 Million
0.11% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
3,177
shares
|
$1.85 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
3,177
shares
|
$1.85 Million
0.76% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,176
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.77%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Apr 10, 2025 Q1 2025 |
3,169
shares
|
$1.85 Million
0.2% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
3,168
shares
|
$1.85 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,164
shares
|
$1.84 Million
0.42% of portfolio
|
Q1 2025
Added 32.38%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,163
shares
|
$1.84 Million
0.4% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Apr 16, 2025 Q1 2025 |
3,152
shares
|
$1.84 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
3,149
shares
|
$1.84 Million
0.26% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
3,147
shares
|
$1.83 Million
1.37% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
3,145
shares
|
$1.83 Million
0.93% of portfolio
|
Q1 2025
Added 20.45%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
3,144
shares
|
$1.83 Million
0.63% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
3,142
shares
|
$1.83 Million
1.15% of portfolio
|
Q1 2025
Reduced 48.21%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
3,141
shares
|
$1.83 Million
1.71% of portfolio
|
Q1 2025
Reduced 2.7%
|