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 5,060 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 $346 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,324
shares
|
$1.38 Million
0.1% of portfolio
|
Q1 2025
Reduced 80.9%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
2,323
shares
|
$1.38 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,314
shares
|
$1.37 Million
0.32% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
2,313
shares
|
$1.37 Million
0.55% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
2,313
shares
|
$1.37 Million
0.33% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
2,312
shares
|
$1.37 Million
0.16% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
2,310
shares
|
$1.37 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,310
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2021
Reduced 38.66%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
2,307
shares
|
$1.37 Million
1.03% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
2,305
shares
|
$1.37 Million
0.83% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
2,297
shares
|
$1.36 Million
0.86% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,293
shares
|
$1.36 Million
0.12% of portfolio
|
Q4 2023
Reduced 59.47%
|
|
|
Radnor Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,284
shares
|
$1.35 Million
0.21% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
2,283
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2024
Reduced 29.82%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
2,278
shares
|
$1.35 Million
0.21% of portfolio
|
Q1 2025
Added 15.4%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,276
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2023
Added 5.42%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,276
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2023
Added 5.42%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
2,272
shares
|
$1.35 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,267
shares
|
$1.34 Million
0.28% of portfolio
|
Q1 2025
Added 425.99%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
2,266
shares
|
$1.34 Million
0.16% of portfolio
|
Q1 2024
Reduced 4.47%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
2,262
shares
|
$1.34 Million
3.38% of portfolio
|
Q3 2023
Added 4.29%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
2,259
shares
|
$1.34 Million
0.37% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
2,253
shares
|
$1.34 Million
1.33% of portfolio
|
Q1 2025
Added 35.64%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,252
shares
|
$1.34 Million
0.22% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
2,247
shares
|
$1.33 Million
0.92% of portfolio
|
Q1 2025
Reduced 17.69%
|