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 5,058 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 $347 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tran Capital Management, L.P.
|
Apr 15, 2025 Q1 2025 |
1,813
shares
|
$1.07 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,812
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2023
Added 8.7%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
1,812
shares
|
$1.07 Million
0.45% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
1,809
shares
|
$1.07 Million
0.19% of portfolio
|
Q1 2025
Added 40.78%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,808
shares
|
$1.07 Million
0.97% of portfolio
|
Q4 2024
Reduced 32.94%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
1,807
shares
|
$1.07 Million
0.44% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
1,806
shares
|
$1.07 Million
0.16% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
1,796
shares
|
$1.06 Million
0.13% of portfolio
|
Q1 2025
Added 132.94%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
1,794
shares
|
$1.06 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
1,794
shares
|
$1.06 Million
0.17% of portfolio
|
Q1 2025
Added 190.29%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,790
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2023
Added 4.74%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
1,790
shares
|
$1.06 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
1,789
shares
|
$1.06 Million
0.49% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
1,781
shares
|
$1.06 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
1,777
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.1%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
1,769
shares
|
$1.05 Million
0.38% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
1,767
shares
|
$1.05 Million
0.41% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
1,762
shares
|
$1.04 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,762
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,761
shares
|
$1.04 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
1,758
shares
|
$1.04 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,757
shares
|
$1.04 Million
0.34% of portfolio
|
Q1 2024
Added 5.78%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
1,755
shares
|
$1.04 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
1,755
shares
|
$1.04 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
1,753
shares
|
$1.04 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.1%
|