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 |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
58,060
shares
|
$34.5 Million
6.14% of portfolio
|
Q1 2025
Added 15.86%
|
|
|
Birinyi Associates Inc
|
May 05, 2025 Q1 2025 |
58,022
shares
|
$34.5 Million
10.55% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
57,969
shares
|
$34.4 Million
0.08% of portfolio
|
Q1 2025
Added 80.38%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
57,699
shares
|
$34.3 Million
0.64% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
57,624
shares
|
$34.2 Million
7.97% of portfolio
|
Q2 2024
Added 18.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
57,359
shares
|
$34.1 Million
0.4% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
57,139
shares
|
$34 Million
6.92% of portfolio
|
Q1 2025
Added 54.35%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
57,074
shares
|
$33.9 Million
15.6% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
57,017
shares
|
$33.9 Million
2.56% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
56,913
shares
|
$33.8 Million
11.07% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
56,911
shares
|
$33.8 Million
1.56% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Apr 16, 2025 Q1 2025 |
56,887
shares
|
$33.8 Million
17.41% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
56,720
shares
|
$33.7 Million
0.35% of portfolio
|
Q1 2025
Added 26.21%
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
56,685
shares
|
$33.7 Million
14.44% of portfolio
|
Q1 2025
Reduced 89.22%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
56,594
shares
|
$33.6 Million
0.29% of portfolio
|
Q4 2023
Reduced 0.21%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
56,362
shares
|
$33.5 Million
2.58% of portfolio
|
Q1 2025
Reduced 32.39%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
56,194
shares
|
$33.4 Million
15.82% of portfolio
|
Q4 2023
Added 895.99%
|
|
|
Hms Capital Management, LLC
|
May 14, 2025 Q1 2025 |
56,189
shares
|
$33.4 Million
16.18% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
56,005
shares
|
$33.3 Million
12.4% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
55,990
shares
|
$33.3 Million
28.04% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
55,969
shares
|
$33.3 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
55,857
shares
|
$33.2 Million
17.75% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
55,518
shares
|
$33 Million
4.11% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
55,460
shares
|
$33 Million
4.7% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
55,458
shares
|
$33 Million
2.98% of portfolio
|
Q3 2024
Reduced 1.32%
|