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 5,056 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 |
|---|---|---|---|---|---|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,030
shares
|
$612,056
1.02% of portfolio
|
Q3 2022
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
1,029
shares
|
$611,462
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
1,028
shares
|
$610,868
0.48% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Eastover Investment Advisors LLC
|
Apr 07, 2025 Q1 2025 |
1,025
shares
|
$609,085
0.28% of portfolio
|
Q2 2022
Added 1.49%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
1,025
shares
|
$609,085
0.18% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1,024
shares
|
$608,491
0.68% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
1,022
shares
|
$607,303
0.12% of portfolio
|
Q1 2025
Reduced 42.71%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 23, 2025 Q1 2025 |
1,022
shares
|
$607,303
0.39% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
May 07, 2025 Q1 2025 |
1,022
shares
|
$607,303
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
1,019
shares
|
$605,520
0.26% of portfolio
|
Q4 2024
Reduced 25.51%
|
|
|
Sara Bay Financial
|
Apr 11, 2025 Q1 2025 |
1,018
shares
|
$604,926
0.25% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
1,015
shares
|
$603,143
0.54% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
1,015
shares
|
$603,143
0.49% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
1,011
shares
|
$600,766
0.13% of portfolio
|
Q2 2024
Added 3.16%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,009
shares
|
$599,578
0.68% of portfolio
|
Q2 2022
Reduced 9.43%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
1,009
shares
|
$599,578
0.25% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,008
shares
|
$598,983
0.25% of portfolio
|
Q1 2025
Reduced 16.56%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
1,007
shares
|
$598,389
0.11% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,005
shares
|
$597,201
0.37% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
1,005
shares
|
$597,201
0.42% of portfolio
|
Q1 2025
Added 164.47%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
1,003
shares
|
$596,012
0.07% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
1,001
shares
|
$594,824
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,000
shares
|
$594,230
0.03% of portfolio
|
Q2 2022
Reduced 4.31%
|
|
|
Wolff Financial Management LLC
|
Apr 24, 2025 Q1 2025 |
1,000
shares
|
$594,230
0.15% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$594,230
0.02% of portfolio
|
Q1 2021
Reduced 6.54%
|