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 |
|---|---|---|---|---|---|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
587
shares
|
$348,813
1.3% of portfolio
|
Q3 2022
Reduced 95.87%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
586
shares
|
$348,218
0.05% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
585
shares
|
$347,624
0.13% of portfolio
|
Q1 2025
Reduced 16.43%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
584
shares
|
$347,030
0.62% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
580
shares
|
$344,653
0.33% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
580
shares
|
$344,653
0.35% of portfolio
|
Q1 2025
Reduced 57.32%
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
578
shares
|
$343,464
0.17% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Astoria Strategic Wealth, Inc.
|
Apr 29, 2025 Q1 2025 |
578
shares
|
$343,464
0.09% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
578
shares
|
$343,464
0.13% of portfolio
|
Q1 2023
Added 0.52%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
578
shares
|
$343,464
0.2% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
578
shares
|
$343,464
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
576
shares
|
$342,276
0.03% of portfolio
|
Q3 2023
Reduced 5.73%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
574
shares
|
$341,088
0.2% of portfolio
|
Q1 2025
Added 58.13%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
573
shares
|
$340,493
0.11% of portfolio
|
Q1 2025
Reduced 19.97%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
573
shares
|
$340,493
6.24% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
572
shares
|
$339,899
0.17% of portfolio
|
Q2 2024
Added 27.96%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
571
shares
|
$339,305
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
570
shares
|
$338,711
0.06% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Mar 06, 2025 Q4 2024 |
570
shares
|
$338,711
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
569
shares
|
$338,116
0.17% of portfolio
|
Q1 2025
Added 42.96%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
569
shares
|
$338,116
0.1% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Apr 03, 2025 Q1 2025 |
569
shares
|
$338,116
0.02% of portfolio
|
Q1 2025
Reduced 29.05%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
569
shares
|
$338,116
0.32% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
568
shares
|
$337,522
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
568
shares
|
$337,522
0.12% of portfolio
|
Q1 2025
Added 0.18%
|