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 |
|---|---|---|---|---|---|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
1,703
shares
|
$1.01 Million
0.4% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,700
shares
|
$1.01 Million
0.09% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
1,698
shares
|
$1.01 Million
0.16% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Kodai Capital Management LP
Chicago, IL |
May 15, 2025 Q1 2025 |
1,688
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
1,685
shares
|
$998,952
0.08% of portfolio
|
Q1 2025
Added 17.67%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
1,681
shares
|
$996,580
0.87% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,680
shares
|
$995,988
0.2% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Brooklyn Fi, LLC
New York, NY |
May 12, 2025 Q1 2025 |
1,679
shares
|
$995,395
0.3% of portfolio
|
Q1 2025
Reduced 32.54%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
1,678
shares
|
$994,802
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
1,676
shares
|
$993,616
0.45% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
1,675
shares
|
$993,023
0.1% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Apr 14, 2025 Q1 2025 |
1,675
shares
|
$993,023
0.61% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
1,671
shares
|
$990,652
0.09% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
1,670
shares
|
$990,059
0.1% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,668
shares
|
$988,873
0.36% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
1,661
shares
|
$984,723
0.12% of portfolio
|
Q1 2025
Added 132.63%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
1,659
shares
|
$983,538
0.41% of portfolio
|
Q1 2024
Reduced 3.1%
|
|
|
Capital Counsel LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,658
shares
|
$982,945
0.04% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
1,656
shares
|
$981,759
0.07% of portfolio
|
Q4 2024
Added 27.78%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
1,653
shares
|
$979,981
0.44% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 15, 2025 Q1 2025 |
1,652
shares
|
$979,388
1.13% of portfolio
|
Q1 2025
Reduced 76.9%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
1,648
shares
|
$977,016
0.23% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
1,647
shares
|
$976,423
0.14% of portfolio
|
Q1 2025
Added 50.27%
|
|
|
Unison Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
1,645
shares
|
$975,238
0.51% of portfolio
|
Q1 2024
Added 29.22%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1,645
shares
|
$975,238
0.33% of portfolio
|
Q1 2025
Added 2.05%
|