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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
51,089
shares
|
$30.4 Million
0.39% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
50,877
shares
|
$30.2 Million
6.58% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
50,778
shares
|
$30.2 Million
3.01% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
50,749
shares
|
$30.2 Million
6.95% of portfolio
|
Q1 2025
Added 63.79%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
50,552
shares
|
$30 Million
1.99% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
50,343
shares
|
$29.9 Million
0.68% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
50,056
shares
|
$29.7 Million
2.39% of portfolio
|
Q1 2025
Added 156325.0%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
49,727
shares
|
$29.5 Million
19.52% of portfolio
|
Q1 2025
Reduced 26.81%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
49,639
shares
|
$29.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 79.15%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
49,589
shares
|
$29.5 Million
15.88% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
49,405
shares
|
$29.4 Million
1.96% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
49,209
shares
|
$29.2 Million
7.72% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
May 15, 2025 Q1 2025 |
49,100
shares
|
$29.2 Million
3.44% of portfolio
|
Q4 2023
Added 22.44%
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
49,000
shares
|
$29.1 Million
10.05% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
48,941
shares
|
$29.1 Million
0.86% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
48,928
shares
|
$29.1 Million
0.38% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
48,813
shares
|
$29 Million
16.96% of portfolio
|
Q3 2023
Reduced 41.69%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
48,276
shares
|
$28.7 Million
8.46% of portfolio
|
Q1 2025
Added 40.07%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
May 15, 2025 Q1 2025 |
48,000
shares
|
$28.5 Million
0.07% of portfolio
|
Q1 2025
Added 700.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
47,677
shares
|
$28.3 Million
10.42% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
47,632
shares
|
$28.3 Million
14.27% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
47,263
shares
|
$28.1 Million
0.47% of portfolio
|
Q3 2022
Added 35.31%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
May 09, 2025 Q1 2025 |
47,255
shares
|
$28.1 Million
14.2% of portfolio
|
Q1 2025
Added 15.99%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
47,085
shares
|
$28 Million
1.87% of portfolio
|
Q4 2023
Reduced 0.72%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
47,040
shares
|
$28 Million
0.07% of portfolio
|
Q1 2025
Reduced 48.98%
|