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 |
|---|---|---|---|---|---|
|
Diversified Investment Strategies, LLC
|
May 13, 2025 Q1 2025 |
1,749
shares
|
$1.04 Million
0.69% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
1,747
shares
|
$1.04 Million
0.83% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,741
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2023
Reduced 4.45%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
1,740
shares
|
$1.03 Million
0.24% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
1,738
shares
|
$1.03 Million
0.54% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Campbell Newman Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
1,737
shares
|
$1.03 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
1,735
shares
|
$1.03 Million
0.1% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
1,734
shares
|
$1.03 Million
0.68% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,731
shares
|
$1.03 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,730
shares
|
$1.03 Million
1.53% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
1,727
shares
|
$1.02 Million
0.26% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
1,723
shares
|
$1.02 Million
0.31% of portfolio
|
Q2 2023
Added 1.41%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,722
shares
|
$1.02 Million
0.16% of portfolio
|
Q2 2023
Added 8.85%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,722
shares
|
$1.02 Million
0.44% of portfolio
|
Q1 2025
Added 33.49%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
1,719
shares
|
$1.02 Million
0.47% of portfolio
|
Q1 2025
Added 209.17%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
1,716
shares
|
$1.02 Million
0.92% of portfolio
|
Q1 2025
Reduced 27.5%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
1,715
shares
|
$1.02 Million
0.18% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,714
shares
|
$1.02 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
1,713
shares
|
$1.02 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
1,711
shares
|
$1.01 Million
0.6% of portfolio
|
Q1 2025
Added 44.27%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
1,711
shares
|
$1.01 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
1,709
shares
|
$1.01 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
1,706
shares
|
$1.01 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Parker Financial LLC
Silverdale, WA |
Apr 24, 2025 Q1 2025 |
1,705
shares
|
$1.01 Million
0.46% of portfolio
|
Q1 2025
Reduced 27.54%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
1,704
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.95%
|