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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
128,605
shares
|
$76.4 Million
0.8% of portfolio
|
Q1 2025
Added 46.62%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
127,851
shares
|
$76 Million
9.01% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
127,424
shares
|
$75.7 Million
12.29% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
126,966
shares
|
$75.4 Million
30.63% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
126,006
shares
|
$74.9 Million
1.1% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
126,000
shares
|
$74.9 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
125,993
shares
|
$74.9 Million
1.12% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
125,601
shares
|
$74.6 Million
7.62% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
125,521
shares
|
$74.6 Million
19.66% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
125,348
shares
|
$74.5 Million
1.98% of portfolio
|
Q1 2025
Added 35.88%
|
|
|
Amia Capital LLP
|
Nov 08, 2023 Q3 2023 |
125,000
shares
|
$74.3 Million
42.55% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
124,087
shares
|
$73.7 Million
1.07% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
123,735
shares
|
$73.5 Million
0.67% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
123,053
shares
|
$73.1 Million
9.07% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
122,238
shares
|
$72.6 Million
11.58% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
|
Consolidated Investment Group LLC
|
Apr 22, 2025 Q1 2025 |
122,215
shares
|
$72.6 Million
10.55% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
122,128
shares
|
$72.6 Million
3.29% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
120,372
shares
|
$71.5 Million
1.76% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
119,956
shares
|
$71.3 Million
4.12% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
119,733
shares
|
$71.1 Million
1.64% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
118,535
shares
|
$70.4 Million
48.09% of portfolio
|
Q1 2025
Reduced 35.02%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
117,606
shares
|
$69.9 Million
26.37% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
117,578
shares
|
$69.9 Million
2.87% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Capital International Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
117,551
shares
|
$69.9 Million
0.01% of portfolio
|
Q1 2025
Added 34.89%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
May 15, 2025 Q1 2025 |
117,163
shares
|
$69.6 Million
3.05% of portfolio
|
Q1 2025
New holding
|