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 |
|---|---|---|---|---|---|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
2,887
shares
|
$1.68 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Mandatum Life Insurance CO LTD
|
May 05, 2025 Q1 2025 |
2,885
shares
|
$1.68 Million
0.5% of portfolio
|
Q1 2020
Reduced 3.77%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
2,883
shares
|
$1.68 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
2,882
shares
|
$1.68 Million
0.65% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,882
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
2,879
shares
|
$1.68 Million
0.67% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
2,877
shares
|
$1.68 Million
0.89% of portfolio
|
Q1 2025
Added 26.18%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
2,874
shares
|
$1.68 Million
0.18% of portfolio
|
Q1 2025
Added 260.6%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
2,874
shares
|
$1.68 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
2,874
shares
|
$1.68 Million
1.49% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
2,873
shares
|
$1.67 Million
0.45% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Apr 23, 2025 Q1 2025 |
2,868
shares
|
$1.67 Million
0.35% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,863
shares
|
$1.67 Million
0.21% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
2,863
shares
|
$1.67 Million
0.9% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,862
shares
|
$1.67 Million
2.1% of portfolio
|
Q1 2025
Reduced 56.06%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
2,860
shares
|
$1.67 Million
0.09% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
2,846
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
2,846
shares
|
$1.66 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
2,843
shares
|
$1.66 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
2,839
shares
|
$1.65 Million
1.29% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
2,838
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
2,838
shares
|
$1.65 Million
0.94% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,837
shares
|
$1.65 Million
0.24% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
2,836
shares
|
$1.65 Million
0.54% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
2,831
shares
|
$1.65 Million
0.45% of portfolio
|
Q1 2025
Added 3.36%
|