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 |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
1,520
shares
|
$904,172
0.1% of portfolio
|
Q1 2025
Added 27.84%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
1,514
shares
|
$900,602
0.15% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
1,514
shares
|
$900,602
0.11% of portfolio
|
Q1 2025
Reduced 72.6%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
1,513
shares
|
$900,008
0.35% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
1,505
shares
|
$895,249
0.88% of portfolio
|
Q1 2024
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
1,503
shares
|
$894,059
0.74% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
1,502
shares
|
$893,464
0.13% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
1,502
shares
|
$893,464
0.46% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
1,500
shares
|
$892,275
0.03% of portfolio
|
Q1 2025
Added 32.74%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
1,500
shares
|
$892,275
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
1,499
shares
|
$891,680
0.18% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
1,494
shares
|
$888,705
0.3% of portfolio
|
Q1 2025
Reduced 14.92%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
1,492
shares
|
$887,516
0.3% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
1,486
shares
|
$883,947
0.06% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
1,482
shares
|
$881,567
0.26% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,482
shares
|
$881,567
0.34% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,481
shares
|
$880,972
0.18% of portfolio
|
Q1 2023
Reduced 32.59%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
1,479
shares
|
$879,783
0.3% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Fenimore Asset Management Inc
|
Apr 14, 2025 Q1 2025 |
1,477
shares
|
$878,593
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
1,474
shares
|
$876,808
0.6% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,471
shares
|
$875,024
0.24% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,470
shares
|
$874,429
0.55% of portfolio
|
Q4 2022
Reduced 36.61%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
1,470
shares
|
$874,429
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,464
shares
|
$870,860
0.49% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,462
shares
|
$869,670
0.34% of portfolio
|
Q1 2025
Reduced 6.34%
|