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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
75,194
shares
|
$44.7 Million
0.85% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
75,170
shares
|
$44.7 Million
1.62% of portfolio
|
Q4 2024
Added 78.25%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
75,133
shares
|
$44.6 Million
0.54% of portfolio
|
Q1 2025
Added 27.05%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
75,094
shares
|
$44.6 Million
3.38% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
75,092
shares
|
$44.6 Million
0.4% of portfolio
|
Q1 2025
Reduced 55.72%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
75,083
shares
|
$44.6 Million
5.9% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
74,989
shares
|
$44.6 Million
3.05% of portfolio
|
Q1 2025
Reduced 17.93%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
74,586
shares
|
$44.3 Million
0.8% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
74,507
shares
|
$44.3 Million
0.04% of portfolio
|
Q3 2022
Reduced 10.05%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
74,452
shares
|
$44.2 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
74,214
shares
|
$44.1 Million
5.77% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
74,170
shares
|
$44.1 Million
0.53% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
74,093
shares
|
$44 Million
4.28% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
73,902
shares
|
$43.9 Million
3.04% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
73,601
shares
|
$43.7 Million
1.77% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
73,497
shares
|
$43.7 Million
3.37% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
73,342
shares
|
$43.6 Million
1.72% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
73,296
shares
|
$43.6 Million
4.01% of portfolio
|
Q1 2025
Added 22.05%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
72,883
shares
|
$43.3 Million
32.27% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
72,859
shares
|
$43.3 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
72,384
shares
|
$43 Million
8.64% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
72,318
shares
|
$43 Million
9.87% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
72,312
shares
|
$43 Million
12.3% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
72,256
shares
|
$42.9 Million
9.82% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,099
shares
|
$42.8 Million
0.44% of portfolio
|
Q2 2024
Added 0.29%
|