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 |
|---|---|---|---|---|---|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
2,767
shares
|
$1.61 Million
1.4% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
2,765
shares
|
$1.61 Million
0.12% of portfolio
|
Q1 2025
Added 52.26%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
2,763
shares
|
$1.61 Million
0.91% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
2,761
shares
|
$1.61 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
2,753
shares
|
$1.6 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
2,746
shares
|
$1.6 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
2,738
shares
|
$1.6 Million
0.7% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
May 13, 2025 Q1 2025 |
2,737
shares
|
$1.6 Million
1.76% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
2,736
shares
|
$1.59 Million
1.42% of portfolio
|
Q4 2024
Added 62.28%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,725
shares
|
$1.59 Million
0.14% of portfolio
|
Q3 2022
Added 30.76%
|
|
|
Ayrshire Capital Management LLC
|
Apr 14, 2025 Q1 2025 |
2,723
shares
|
$1.59 Million
0.79% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,714
shares
|
$1.58 Million
0.23% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
2,712
shares
|
$1.58 Million
0.57% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
May 08, 2025 Q1 2025 |
2,710
shares
|
$1.58 Million
0.84% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
2,710
shares
|
$1.58 Million
1.01% of portfolio
|
Q1 2025
Added 63.35%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
2,705
shares
|
$1.58 Million
0.1% of portfolio
|
Q1 2025
Reduced 85.84%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
2,705
shares
|
$1.58 Million
0.42% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
2,704
shares
|
$1.58 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
2,704
shares
|
$1.58 Million
0.47% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Prevatt Capital LTD
Nassau, C5 |
May 15, 2025 Q1 2025 |
2,700
shares
|
$1.57 Million
2.59% of portfolio
|
Q1 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
2,699
shares
|
$1.57 Million
0.11% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
2,698
shares
|
$1.57 Million
0.39% of portfolio
|
Q1 2025
Reduced 68.71%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
2,697
shares
|
$1.57 Million
0.12% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,696
shares
|
$1.57 Million
0.68% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
2,692
shares
|
$1.57 Million
1.47% of portfolio
|
Q1 2025
Reduced 58.8%
|