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 5,061 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 |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
3,140
shares
|
$1.83 Million
1.24% of portfolio
|
Q1 2023
Reduced 2.94%
|
|
|
Seek First Inc.
Campbell, CA |
May 13, 2025 Q1 2025 |
3,135
shares
|
$1.83 Million
1.56% of portfolio
|
Q1 2025
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
3,133
shares
|
$1.83 Million
0.33% of portfolio
|
Q1 2025
Added 255.22%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
3,128
shares
|
$1.82 Million
0.51% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
3,121
shares
|
$1.82 Million
0.73% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
3,110
shares
|
$1.81 Million
0.14% of portfolio
|
Q1 2025
Reduced 28.24%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
3,101
shares
|
$1.81 Million
0.67% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
3,100
shares
|
$1.81 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Ping Capital Management, Inc.
New York, NY |
May 05, 2025 Q1 2025 |
3,100
shares
|
$1.81 Million
0.64% of portfolio
|
Q1 2025
Added 29.17%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,097
shares
|
$1.81 Million
0.73% of portfolio
|
Q2 2023
Reduced 0.13%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
3,093
shares
|
$1.8 Million
0.22% of portfolio
|
Q1 2025
Reduced 62.73%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
3,091
shares
|
$1.8 Million
0.56% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
3,079
shares
|
$1.79 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
3,069
shares
|
$1.79 Million
0.15% of portfolio
|
Q1 2025
Added 17.05%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
3,067
shares
|
$1.79 Million
0.39% of portfolio
|
Q1 2025
Added 97.49%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
3,060
shares
|
$1.78 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
3,059
shares
|
$1.78 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
True Wealth Financial Partners
|
May 15, 2025 Q1 2025 |
3,059
shares
|
$1.78 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
3,059
shares
|
$1.78 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
3,058
shares
|
$1.78 Million
0.42% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
3,056
shares
|
$1.78 Million
0.6% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
3,052
shares
|
$1.78 Million
0.33% of portfolio
|
Q1 2025
Reduced 39.53%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
3,045
shares
|
$1.77 Million
0.79% of portfolio
|
Q1 2025
Reduced 19.14%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
3,041
shares
|
$1.77 Million
1.0% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
3,040
shares
|
$1.77 Million
0.48% of portfolio
|
Q1 2025
Reduced 71.39%
|