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 |
|---|---|---|---|---|---|
|
Clarus Group, Inc.
|
Apr 24, 2025 Q1 2025 |
2,056
shares
|
$1.22 Million
0.45% of portfolio
|
Q4 2024
Added 12.97%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
2,054
shares
|
$1.22 Million
0.79% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
2,050
shares
|
$1.22 Million
0.86% of portfolio
|
Q4 2022
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
2,049
shares
|
$1.21 Million
0.52% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
2,043
shares
|
$1.21 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
2,041
shares
|
$1.21 Million
0.57% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
2,037
shares
|
$1.21 Million
0.32% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
2,036
shares
|
$1.21 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
2,032
shares
|
$1.2 Million
0.36% of portfolio
|
Q1 2025
Reduced 68.65%
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
2,024
shares
|
$1.2 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
2,022
shares
|
$1.2 Million
0.89% of portfolio
|
Q1 2025
Added 16.47%
|
|
|
Chapman Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,021
shares
|
$1.2 Million
0.89% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,016
shares
|
$1.2 Million
0.46% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
2,011
shares
|
$1.19 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Apr 14, 2025 Q1 2025 |
2,010
shares
|
$1.19 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
2,009
shares
|
$1.19 Million
0.88% of portfolio
|
Q1 2025
Added 23.86%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,008
shares
|
$1.19 Million
0.22% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
2,004
shares
|
$1.19 Million
0.5% of portfolio
|
Q1 2025
Added 299.2%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Apr 15, 2025 Q1 2025 |
2,000
shares
|
$1.19 Million
0.71% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,000
shares
|
$1.19 Million
0.88% of portfolio
|
Q2 2024
Added 25.79%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
2,000
shares
|
$1.19 Million
0.93% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,999
shares
|
$1.19 Million
0.13% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
1,998
shares
|
$1.18 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
1,997
shares
|
$1.18 Million
0.1% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
1,997
shares
|
$1.18 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.57%
|