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 |
---|---|---|---|---|---|
Cornerstone Enterprises, LLC
Appleton, WI |
Apr 24, 2025 Q1 2025 |
660
shares
|
$392,191
0.23% of portfolio
|
Q1 2025
New holding
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
657
shares
|
$390,409
0.42% of portfolio
|
Q1 2025
Added 0.46%
|
|
Compass Capital Management, Inc
|
Apr 17, 2025 Q1 2025 |
656
shares
|
$389,814
0.03% of portfolio
|
Q1 2025
Reduced 98.41%
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
655
shares
|
$389,220
0.05% of portfolio
|
Q1 2025
Added 71.02%
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
655
shares
|
$389,220
0.31% of portfolio
|
Q1 2025
Added 43.96%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
654
shares
|
$388,626
0.09% of portfolio
|
Q1 2025
Added 2.35%
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
653
shares
|
$388,032
0.08% of portfolio
|
Q1 2025
Added 0.15%
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
653
shares
|
$388,032
0.01% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
653
shares
|
$388,032
0.31% of portfolio
|
Q1 2024
New holding
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
651
shares
|
$386,843
0.1% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
651
shares
|
$386,843
0.32% of portfolio
|
Q1 2025
New holding
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
650
shares
|
$386,249
0.08% of portfolio
|
Q3 2024
Added 8.33%
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Apr 09, 2025 Q1 2025 |
647
shares
|
$384,466
0.09% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
647
shares
|
$384,466
0.25% of portfolio
|
Q3 2024
Added 2.54%
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
646
shares
|
$383,872
0.13% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
646
shares
|
$383,872
0.21% of portfolio
|
Q1 2024
Added 0.16%
|
|
Eliot Finkel Investment Counsel, LLC
|
May 08, 2025 Q1 2025 |
645
shares
|
$383,278
0.24% of portfolio
|
Q3 2023
New holding
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Apr 24, 2025 Q1 2025 |
645
shares
|
$383,278
0.36% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
645
shares
|
$383,278
0.26% of portfolio
|
Q2 2024
New holding
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
645
shares
|
$383,278
0.16% of portfolio
|
Q1 2025
New holding
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
644
shares
|
$382,684
0.09% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
643
shares
|
$382,089
0.06% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
Pfw Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
643
shares
|
$382,089
0.11% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
642
shares
|
$381,495
0.27% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
Asio Capital, LLC
|
Apr 17, 2025 Q1 2025 |
641
shares
|
$380,901
0.07% of portfolio
|
Q1 2025
Added 66.06%
|