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 |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
71,382
shares
|
$42.4 Million
3.44% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
71,089
shares
|
$42.2 Million
2.39% of portfolio
|
Q3 2022
Added 2.09%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
70,481
shares
|
$41.9 Million
7.5% of portfolio
|
Q1 2025
Added 79.88%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
70,458
shares
|
$41.9 Million
0.57% of portfolio
|
Q1 2025
Added 148.95%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
70,420
shares
|
$41.8 Million
15.09% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Schusterman Interests, LLC
Tulsa, OK |
May 15, 2025 Q1 2025 |
69,517
shares
|
$41.3 Million
97.42% of portfolio
|
Q1 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
69,021
shares
|
$41 Million
14.95% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Medici Capital LLC
Newport Beach, CA |
Apr 17, 2025 Q1 2025 |
68,900
shares
|
$40.9 Million
46.95% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
68,510
shares
|
$40.7 Million
3.91% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
68,191
shares
|
$40.5 Million
15.11% of portfolio
|
Q1 2025
Added 39.63%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
67,702
shares
|
$40.2 Million
3.73% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
67,278
shares
|
$40 Million
1.53% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
66,954
shares
|
$39.8 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
66,803
shares
|
$39.7 Million
4.83% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
66,683
shares
|
$39.6 Million
0.02% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
66,379
shares
|
$39.4 Million
3.79% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
66,351
shares
|
$39.4 Million
8.88% of portfolio
|
Q3 2023
New holding
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
66,286
shares
|
$39.4 Million
0.89% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Trinity Financial Advisors LLC
|
Apr 15, 2025 Q1 2025 |
65,608
shares
|
$39 Million
5.31% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
65,566
shares
|
$39 Million
10.33% of portfolio
|
Q2 2022
Added 20.39%
|
|
|
Youngs Advisory Group, Inc.
|
May 09, 2025 Q1 2025 |
65,472
shares
|
$38.9 Million
15.28% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
65,419
shares
|
$38.9 Million
5.9% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
65,354
shares
|
$38.8 Million
9.14% of portfolio
|
Q1 2025
Reduced 23.73%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
65,348
shares
|
$38.8 Million
2.7% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Apr 23, 2025 Q1 2025 |
65,150
shares
|
$38.7 Million
16.0% of portfolio
|
Q1 2025
Reduced 42.81%
|