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 |
|---|---|---|---|---|---|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
2,951
shares
|
$1.72 Million
0.64% of portfolio
|
Q1 2025
Reduced 43.28%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
2,946
shares
|
$1.72 Million
1.9% of portfolio
|
Q1 2025
Reduced 31.76%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
2,943
shares
|
$1.72 Million
0.87% of portfolio
|
Q1 2025
Reduced 24.34%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
2,942
shares
|
$1.71 Million
0.57% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
2,939
shares
|
$1.71 Million
0.86% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,937
shares
|
$1.71 Million
0.13% of portfolio
|
Q2 2023
Reduced 8.87%
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
2,935
shares
|
$1.71 Million
0.99% of portfolio
|
Q1 2025
Reduced 12.52%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
2,932
shares
|
$1.71 Million
0.73% of portfolio
|
Q3 2023
Added 0.69%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
2,930
shares
|
$1.71 Million
0.41% of portfolio
|
Q1 2025
Reduced 20.49%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
2,921
shares
|
$1.7 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
2,921
shares
|
$1.7 Million
0.08% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
2,921
shares
|
$1.7 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
2,917
shares
|
$1.7 Million
0.24% of portfolio
|
Q1 2025
Reduced 99.25%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,916
shares
|
$1.7 Million
1.09% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
2,915
shares
|
$1.7 Million
1.32% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
2,912
shares
|
$1.7 Million
0.82% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
2,912
shares
|
$1.7 Million
1.12% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
2,908
shares
|
$1.69 Million
1.4% of portfolio
|
Q3 2023
Reduced 9.91%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
2,908
shares
|
$1.69 Million
0.04% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Hall Laurie J Trustee
|
May 15, 2025 Q1 2025 |
2,907
shares
|
$1.69 Million
0.6% of portfolio
|
Q1 2025
Reduced 32.55%
|
|
|
Hunter Perkins Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,900
shares
|
$1.69 Million
0.38% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,898
shares
|
$1.69 Million
0.34% of portfolio
|
Q1 2025
Added 232.34%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
2,897
shares
|
$1.69 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
2,893
shares
|
$1.69 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
La Fleur & Godfrey LLC
|
Apr 23, 2025 Q1 2025 |
2,890
shares
|
$1.68 Million
0.22% of portfolio
|
Q1 2025
Added 2.16%
|