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 |
|---|---|---|---|---|---|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
2,830
shares
|
$1.65 Million
0.82% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
2,829
shares
|
$1.65 Million
0.1% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
2,829
shares
|
$1.65 Million
0.32% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
2,825
shares
|
$1.65 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
2,824
shares
|
$1.65 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
2,820
shares
|
$1.64 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
2,819
shares
|
$1.64 Million
0.67% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Chickasaw Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
2,817
shares
|
$1.64 Million
0.06% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
2,816
shares
|
$1.64 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
2,813
shares
|
$1.64 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
2,807
shares
|
$1.64 Million
1.29% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
2,806
shares
|
$1.64 Million
0.05% of portfolio
|
Q1 2025
Reduced 32.25%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
2,806
shares
|
$1.64 Million
1.31% of portfolio
|
Q1 2025
Added 23.29%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
2,803
shares
|
$1.63 Million
0.74% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
2,798
shares
|
$1.63 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
2,797
shares
|
$1.63 Million
0.46% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,796
shares
|
$1.63 Million
0.83% of portfolio
|
Q1 2025
Reduced 24.98%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
2,793
shares
|
$1.63 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
2,793
shares
|
$1.63 Million
2.11% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
2,789
shares
|
$1.63 Million
0.16% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
2,787
shares
|
$1.62 Million
0.38% of portfolio
|
Q1 2025
Added 10.9%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
2,787
shares
|
$1.62 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
2,783
shares
|
$1.62 Million
0.44% of portfolio
|
Q4 2024
Reduced 20.1%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
2,782
shares
|
$1.62 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,772
shares
|
$1.62 Million
0.31% of portfolio
|
Q1 2025
Added 0.8%
|