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 |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
2,691
shares
|
$1.57 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
2,688
shares
|
$1.57 Million
0.91% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
2,687
shares
|
$1.57 Million
0.52% of portfolio
|
Q1 2025
Added 19.42%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
2,685
shares
|
$1.56 Million
0.53% of portfolio
|
Q1 2025
Reduced 19.61%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
2,685
shares
|
$1.56 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
2,683
shares
|
$1.56 Million
0.25% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
2,682
shares
|
$1.56 Million
0.81% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
2,681
shares
|
$1.56 Million
0.49% of portfolio
|
Q1 2025
Added 344.61%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
2,679
shares
|
$1.56 Million
1.12% of portfolio
|
Q1 2025
Reduced 22.51%
|
|
|
Riverstone Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,677
shares
|
$1.56 Million
0.9% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,676
shares
|
$1.56 Million
0.77% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
2,675
shares
|
$1.56 Million
0.55% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,673
shares
|
$1.56 Million
1.02% of portfolio
|
Q3 2024
Added 38.79%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
2,671
shares
|
$1.56 Million
0.07% of portfolio
|
Q1 2025
Reduced 24.53%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
2,669
shares
|
$1.56 Million
0.75% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
May 15, 2025 Q1 2025 |
2,667
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
2,665
shares
|
$1.55 Million
0.21% of portfolio
|
Q1 2022
Reduced 0.07%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
2,664
shares
|
$1.55 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
2,662
shares
|
$1.55 Million
0.15% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
2,661
shares
|
$1.55 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,658
shares
|
$1.55 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
2,656
shares
|
$1.55 Million
0.55% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
May 21, 2025 Q1 2025 |
2,656
shares
|
$1.55 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,655
shares
|
$1.55 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
2,655
shares
|
$1.55 Million
0.34% of portfolio
|
Q1 2025
Reduced 16.9%
|