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 |
|---|---|---|---|---|---|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
1,644
shares
|
$974,645
0.03% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
1,641
shares
|
$972,866
1.15% of portfolio
|
Q4 2023
Reduced 33.08%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
1,639
shares
|
$971,681
0.45% of portfolio
|
Q1 2025
Added 83.74%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
1,638
shares
|
$971,088
0.99% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
1,636
shares
|
$969,902
0.38% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
1,636
shares
|
$969,902
0.58% of portfolio
|
Q1 2024
Reduced 69.14%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
1,635
shares
|
$969,309
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
1,632
shares
|
$967,531
0.46% of portfolio
|
Q3 2024
Added 89.55%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Apr 24, 2025 Q1 2025 |
1,631
shares
|
$966,938
2.63% of portfolio
|
Q1 2025
Added 146.37%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
1,630
shares
|
$966,345
0.56% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
1,628
shares
|
$965,159
0.06% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,628
shares
|
$965,159
0.41% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
1,627
shares
|
$964,566
0.5% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
1,627
shares
|
$964,566
0.11% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,626
shares
|
$963,974
0.37% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
1,624
shares
|
$962,788
0.14% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
1,623
shares
|
$962,195
0.44% of portfolio
|
Q1 2025
Added 52.97%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
1,623
shares
|
$962,195
0.32% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
1,621
shares
|
$961,009
0.29% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Clear Street Derivatives LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,620
shares
|
$960,417
0.01% of portfolio
|
Q1 2025
Reduced 93.92%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
1,616
shares
|
$958,045
0.19% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
1,615
shares
|
$957,452
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,613
shares
|
$956,267
0.15% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,613
shares
|
$956,267
0.09% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
1,609
shares
|
$953,895
0.62% of portfolio
|
Q1 2025
Added 46.94%
|