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 5,049 institutions that hold shares in the stock, with a total of 618 Million shares, which have been reported (via 13F filing form) to have a value of $365 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Apr 24, 2025 Q1 2025 |
406
shares
|
$239,726
0.13% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
405
shares
|
$239,136
0.09% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Strategic Advocates LLC
Logan, UT |
May 08, 2025 Q1 2025 |
405
shares
|
$239,136
0.08% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Apr 28, 2025 Q1 2025 |
405
shares
|
$239,136
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Avalon Advisory Group
Wexford, PA |
May 14, 2025 Q1 2025 |
403
shares
|
$237,955
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
402
shares
|
$237,364
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
402
shares
|
$237,364
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Thomas Story & Son LLC
Culver, IN |
May 12, 2025 Q1 2025 |
400
shares
|
$236,184
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Apr 25, 2025 Q1 2025 |
399
shares
|
$235,593
0.12% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
398
shares
|
$235,003
0.05% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
397
shares
|
$234,412
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
397
shares
|
$234,412
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
395
shares
|
$233,231
0.01% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
393
shares
|
$232,050
0.05% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
393
shares
|
$232,050
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Apr 17, 2025 Q1 2025 |
392
shares
|
$231,460
0.09% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
392
shares
|
$231,460
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
392
shares
|
$231,460
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
391
shares
|
$230,869
0.08% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
390
shares
|
$230,279
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
389
shares
|
$229,688
0.12% of portfolio
|
Q1 2025
Reduced 76.73%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
389
shares
|
$229,688
0.15% of portfolio
|
Q1 2025
Added 175.89%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
389
shares
|
$229,688
0.06% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
388
shares
|
$229,098
0.09% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
May 07, 2025 Q1 2025 |
386
shares
|
$227,917
0.04% of portfolio
|
Q1 2025
New holding
|