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 |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
94,495
shares
|
$56.2 Million
5.53% of portfolio
|
Q1 2025
Added 24.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
94,481
shares
|
$56.1 Million
1.75% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
94,052
shares
|
$55.9 Million
0.63% of portfolio
|
Q1 2025
Added 25.17%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
93,247
shares
|
$55.4 Million
1.77% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
93,073
shares
|
$55.3 Million
0.72% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
93,067
shares
|
$55.3 Million
1.6% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
92,673
shares
|
$55.1 Million
1.17% of portfolio
|
Q3 2024
Added 18.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,537
shares
|
$55 Million
1.4% of portfolio
|
Q2 2020
Reduced 11.16%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
92,507
shares
|
$55 Million
10.71% of portfolio
|
Q1 2025
Added 34.75%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
92,291
shares
|
$54.8 Million
7.58% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
91,499
shares
|
$54.4 Million
26.37% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
91,495
shares
|
$54.4 Million
1.33% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
90,465
shares
|
$53.8 Million
4.95% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
90,307
shares
|
$53.7 Million
11.08% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Unisphere Establishment
Vaduz, N2 |
May 15, 2025 Q1 2025 |
90,000
shares
|
$53.5 Million
0.48% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
89,952
shares
|
$53.5 Million
1.66% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
89,860
shares
|
$53.4 Million
19.7% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Granby Capital Management, LLC
|
May 14, 2025 Q1 2025 |
89,500
shares
|
$53.2 Million
27.04% of portfolio
|
Q2 2024
Reduced 14.35%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
88,759
shares
|
$52.7 Million
1.25% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
88,385
shares
|
$52.5 Million
1.89% of portfolio
|
Q2 2023
Added 1.15%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
88,276
shares
|
$52.5 Million
32.5% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
88,103
shares
|
$52.4 Million
2.33% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Greenhouse Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
87,833
shares
|
$52.2 Million
36.77% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
87,578
shares
|
$52 Million
15.3% of portfolio
|
Q1 2025
Reduced 25.08%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
87,222
shares
|
$51.8 Million
1.72% of portfolio
|
Q1 2025
Reduced 14.25%
|