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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,653
shares
|
$1.55 Million
0.32% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
2,653
shares
|
$1.55 Million
0.17% of portfolio
|
Q1 2025
Reduced 71.69%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Apr 22, 2025 Q1 2025 |
2,652
shares
|
$1.55 Million
1.14% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
2,651
shares
|
$1.55 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,645
shares
|
$1.54 Million
0.07% of portfolio
|
Q1 2025
Added 55.86%
|
|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
2,637
shares
|
$1.54 Million
0.51% of portfolio
|
Q1 2025
Added 20.96%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
2,637
shares
|
$1.54 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,632
shares
|
$1.53 Million
0.32% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Bourgeon Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
2,631
shares
|
$1.53 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Addenda Capital Inc.
|
Apr 09, 2025 Q1 2025 |
2,628
shares
|
$1.53 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Apr 09, 2025 Q1 2025 |
2,626
shares
|
$1.53 Million
2.25% of portfolio
|
Q1 2025
Reduced 97.99%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,625
shares
|
$1.53 Million
0.14% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
2,623
shares
|
$1.53 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
2,619
shares
|
$1.53 Million
0.62% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
2,618
shares
|
$1.53 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
2,616
shares
|
$1.52 Million
0.5% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
2,611
shares
|
$1.52 Million
0.42% of portfolio
|
Q2 2023
Reduced 7.28%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
2,610
shares
|
$1.52 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
2,609
shares
|
$1.52 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
2,606
shares
|
$1.52 Million
0.93% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
2,603
shares
|
$1.52 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
2,600
shares
|
$1.52 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Wexford Capital LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
2,596
shares
|
$1.51 Million
0.43% of portfolio
|
Q2 2024
Reduced 32.22%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
2,593
shares
|
$1.51 Million
0.41% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
2,590
shares
|
$1.51 Million
1.04% of portfolio
|
Q4 2024
Added 0.04%
|