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 |
---|---|---|---|---|---|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
2,200
shares
|
$1.3 Million
0.81% of portfolio
|
Q1 2025
Added 0.18%
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
2,198
shares
|
$1.3 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
2,196
shares
|
$1.3 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
Westwood Wealth Management
|
May 14, 2025 Q1 2025 |
2,191
shares
|
$1.3 Million
0.54% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
2,189
shares
|
$1.3 Million
0.84% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
2,182
shares
|
$1.29 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
2,182
shares
|
$1.29 Million
0.97% of portfolio
|
Q1 2025
Added 95.87%
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
2,181
shares
|
$1.29 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
2,180
shares
|
$1.29 Million
0.17% of portfolio
|
Q1 2025
Reduced 35.5%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
2,176
shares
|
$1.29 Million
0.23% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
Trust CO Of Tennessee
Knoxville, TN |
May 06, 2025 Q1 2025 |
2,175
shares
|
$1.29 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
2,172
shares
|
$1.29 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
2,165
shares
|
$1.28 Million
0.98% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
Oberweis Asset Management Inc
Lisle, IL |
May 15, 2025 Q1 2025 |
2,163
shares
|
$1.28 Million
0.06% of portfolio
|
Q1 2025
Reduced 37.99%
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
2,159
shares
|
$1.28 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
2,155
shares
|
$1.28 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
2,153
shares
|
$1.28 Million
0.1% of portfolio
|
Q4 2021
Reduced 4.4%
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
2,153
shares
|
$1.28 Million
0.37% of portfolio
|
Q1 2025
Added 4.01%
|
|
Sl Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
2,144
shares
|
$1.27 Million
2.08% of portfolio
|
Q1 2025
Reduced 78.49%
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
2,143
shares
|
$1.27 Million
0.45% of portfolio
|
Q1 2025
Reduced 40.65%
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
2,141
shares
|
$1.27 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
2,141
shares
|
$1.27 Million
0.33% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
2,137
shares
|
$1.27 Million
0.89% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
2,133
shares
|
$1.26 Million
0.38% of portfolio
|
Q1 2025
Reduced 15.09%
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
2,132
shares
|
$1.26 Million
0.24% of portfolio
|
Q1 2023
Reduced 40.99%
|