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 |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
52,914
shares
|
$31.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
52,874
shares
|
$31.4 Million
2.81% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Oakmont Corp
|
May 15, 2025 Q1 2025 |
52,822
shares
|
$31.4 Million
5.83% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
52,720
shares
|
$31.3 Million
2.21% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
52,639
shares
|
$31.3 Million
2.85% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
52,608
shares
|
$31.3 Million
14.19% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
52,445
shares
|
$31.2 Million
8.25% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
52,383
shares
|
$31.1 Million
8.59% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
52,288
shares
|
$31.1 Million
3.43% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
52,279
shares
|
$31.1 Million
1.89% of portfolio
|
Q1 2025
Added 31.81%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
52,145
shares
|
$31 Million
1.07% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
52,077
shares
|
$30.9 Million
4.53% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
52,071
shares
|
$30.9 Million
2.17% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
51,950
shares
|
$30.9 Million
2.27% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
51,761
shares
|
$30.8 Million
3.3% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
51,674
shares
|
$30.7 Million
0.3% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
51,573
shares
|
$30.6 Million
7.0% of portfolio
|
Q1 2025
Added 29.87%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
51,524
shares
|
$30.6 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
51,509
shares
|
$30.6 Million
3.81% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
51,487
shares
|
$30.6 Million
14.32% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
51,475
shares
|
$30.6 Million
8.5% of portfolio
|
Q1 2025
Reduced 22.74%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
51,429
shares
|
$30.6 Million
1.73% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
51,349
shares
|
$30.5 Million
15.79% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
51,314
shares
|
$30.5 Million
1.32% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Wind River Trust CO
|
May 15, 2025 Q1 2025 |
51,273
shares
|
$30.5 Million
12.31% of portfolio
|
Q4 2024
Reduced 0.48%
|