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 |
|---|---|---|---|---|---|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
2,440
shares
|
$1.42 Million
0.37% of portfolio
|
Q2 2024
Added 7.82%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,437
shares
|
$1.42 Million
0.11% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
2,427
shares
|
$1.41 Million
0.5% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Professional Advisory Services Inc
|
Apr 14, 2025 Q1 2025 |
2,427
shares
|
$1.41 Million
0.19% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
2,418
shares
|
$1.41 Million
0.32% of portfolio
|
Q1 2025
Reduced 43.74%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,398
shares
|
$1.4 Million
0.2% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
2,395
shares
|
$1.4 Million
0.19% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
2,388
shares
|
$1.39 Million
0.82% of portfolio
|
Q2 2024
Added 69.96%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
2,384
shares
|
$1.39 Million
1.22% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
2,379
shares
|
$1.39 Million
0.87% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
2,374
shares
|
$1.38 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,373
shares
|
$1.38 Million
0.15% of portfolio
|
Q3 2024
Added 148.22%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
2,369
shares
|
$1.38 Million
0.51% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
2,369
shares
|
$1.38 Million
1.05% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
2,368
shares
|
$1.38 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
2,365
shares
|
$1.38 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
2,353
shares
|
$1.37 Million
0.48% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
2,349
shares
|
$1.37 Million
0.2% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
2,344
shares
|
$1.37 Million
0.53% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
2,343
shares
|
$1.37 Million
0.11% of portfolio
|
Q1 2025
Reduced 13.41%
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
2,339
shares
|
$1.36 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
2,336
shares
|
$1.36 Million
1.28% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Apr 10, 2025 Q1 2025 |
2,333
shares
|
$1.36 Million
1.18% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
2,329
shares
|
$1.36 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Baring Financial LLC
Bellingham, WA |
Apr 04, 2025 Q1 2025 |
2,329
shares
|
$1.36 Million
1.09% of portfolio
|
Q1 2025
Reduced 4.51%
|