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 |
|---|---|---|---|---|---|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
55,447
shares
|
$32.9 Million
4.73% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
55,428
shares
|
$32.9 Million
13.72% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Apr 28, 2025 Q1 2025 |
55,410
shares
|
$32.9 Million
5.99% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
55,378
shares
|
$32.9 Million
27.26% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
55,350
shares
|
$32.9 Million
11.97% of portfolio
|
Q1 2025
Added 2088.61%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
55,121
shares
|
$32.8 Million
18.0% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
54,985
shares
|
$32.7 Million
3.38% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
54,962
shares
|
$32.7 Million
4.46% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
54,927
shares
|
$32.6 Million
2.84% of portfolio
|
Q1 2025
Added 70.15%
|
|
|
Ninepoint Partners LP
|
May 06, 2025 Q1 2025 |
54,900
shares
|
$32.6 Million
6.11% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
54,862
shares
|
$32.6 Million
1.04% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
54,769
shares
|
$32.5 Million
7.72% of portfolio
|
Q1 2025
Reduced 75.48%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
54,707
shares
|
$32.5 Million
1.52% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
54,658
shares
|
$32.5 Million
9.09% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Apr 25, 2025 Q1 2025 |
54,636
shares
|
$32.5 Million
17.11% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
54,601
shares
|
$32.4 Million
0.97% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Roth Financial Partners LLC
|
Apr 18, 2025 Q1 2025 |
54,471
shares
|
$32.4 Million
12.04% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
54,356
shares
|
$32.3 Million
6.95% of portfolio
|
Q1 2025
Reduced 70.68%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
54,218
shares
|
$32.2 Million
3.49% of portfolio
|
Q1 2025
Added 105.43%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
54,181
shares
|
$32.2 Million
2.96% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
53,973
shares
|
$32.1 Million
5.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
53,560
shares
|
$31.8 Million
21.74% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
53,323
shares
|
$31.7 Million
1.36% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
53,209
shares
|
$31.6 Million
0.26% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
53,032
shares
|
$31.5 Million
2.81% of portfolio
|
Q1 2025
Reduced 1.16%
|