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 |
|---|---|---|---|---|---|
|
Strategic Wealth Investment Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,584
shares
|
$1.51 Million
2.66% of portfolio
|
Q1 2025
Reduced 96.09%
|
|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
2,576
shares
|
$1.5 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,574
shares
|
$1.5 Million
0.21% of portfolio
|
Q4 2022
Reduced 5.85%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,574
shares
|
$1.5 Million
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,571
shares
|
$1.5 Million
0.44% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
May 13, 2025 Q1 2025 |
2,567
shares
|
$1.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 45.98%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
2,565
shares
|
$1.5 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
2,558
shares
|
$1.49 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
2,552
shares
|
$1.49 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
2,552
shares
|
$1.49 Million
0.56% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
2,552
shares
|
$1.49 Million
0.89% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
2,547
shares
|
$1.48 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
2,545
shares
|
$1.48 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,544
shares
|
$1.48 Million
1.22% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
May 08, 2025 Q1 2025 |
2,542
shares
|
$1.48 Million
2.36% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
2,541
shares
|
$1.48 Million
0.18% of portfolio
|
Q1 2025
Reduced 20.64%
|
|
|
Hudson Value Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,540
shares
|
$1.48 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
2,540
shares
|
$1.48 Million
1.2% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
American Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
2,535
shares
|
$1.48 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
2,532
shares
|
$1.48 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
2,530
shares
|
$1.47 Million
0.27% of portfolio
|
Q1 2025
Added 17.67%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
2,529
shares
|
$1.47 Million
1.0% of portfolio
|
Q1 2025
Reduced 16.86%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
2,527
shares
|
$1.47 Million
0.19% of portfolio
|
Q1 2025
Added 40.31%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
2,526
shares
|
$1.47 Million
0.44% of portfolio
|
Q1 2025
Reduced 96.02%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,524
shares
|
$1.47 Million
0.49% of portfolio
|
Q1 2025
Added 0.24%
|