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 |
|---|---|---|---|---|---|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
2,240
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Added 19.15%
|
|
|
Gouws Capital LLC
|
May 12, 2025 Q1 2025 |
2,240
shares
|
$1.33 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
2,238
shares
|
$1.33 Million
0.63% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
2,234
shares
|
$1.32 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
2,233
shares
|
$1.32 Million
0.16% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
2,229
shares
|
$1.32 Million
0.23% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Santori & Peters, Inc.
|
Apr 24, 2025 Q1 2025 |
2,228
shares
|
$1.32 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
2,227
shares
|
$1.32 Million
0.2% of portfolio
|
Q4 2024
Reduced 18.34%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
2,226
shares
|
$1.32 Million
0.52% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
2,222
shares
|
$1.32 Million
0.74% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
2,222
shares
|
$1.32 Million
0.22% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
2,221
shares
|
$1.32 Million
0.53% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
2,220
shares
|
$1.32 Million
0.26% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
2,220
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 87.47%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
2,219
shares
|
$1.32 Million
0.2% of portfolio
|
Q1 2025
Reduced 53.88%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Apr 28, 2025 Q1 2025 |
2,218
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 43.59%
|
|
|
Am Investment Strategies LLC
|
May 07, 2025 Q1 2025 |
2,218
shares
|
$1.31 Million
0.32% of portfolio
|
Q1 2025
Added 14.04%
|
|
|
Trevian Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
2,218
shares
|
$1.31 Million
0.88% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
2,212
shares
|
$1.31 Million
0.23% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
2,212
shares
|
$1.31 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Capital Cs Group, LLC
|
Apr 09, 2025 Q1 2025 |
2,211
shares
|
$1.31 Million
1.23% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
2,211
shares
|
$1.31 Million
1.51% of portfolio
|
Q3 2023
Added 2.46%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
2,211
shares
|
$1.31 Million
0.42% of portfolio
|
Q4 2024
Added 53.44%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,209
shares
|
$1.31 Million
0.31% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
2,209
shares
|
$1.31 Million
1.02% of portfolio
|
Q1 2025
Added 196.11%
|