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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
47,023
shares
|
$27.9 Million
0.53% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
47,010
shares
|
$27.9 Million
18.87% of portfolio
|
Q4 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
46,887
shares
|
$27.9 Million
1.44% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
46,883
shares
|
$27.9 Million
1.55% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
46,849
shares
|
$27.8 Million
1.0% of portfolio
|
Q1 2025
Added 23.9%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
46,727
shares
|
$27.8 Million
4.9% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
46,717
shares
|
$27.8 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
46,628
shares
|
$27.7 Million
4.0% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
46,597
shares
|
$27.7 Million
14.4% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
46,370
shares
|
$27.6 Million
2.83% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
46,314
shares
|
$27.5 Million
2.13% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Apr 10, 2025 Q1 2025 |
46,029
shares
|
$27.4 Million
4.98% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
45,858
shares
|
$27.3 Million
5.0% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
45,615
shares
|
$27.1 Million
2.72% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
45,439
shares
|
$27 Million
1.92% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
45,368
shares
|
$27 Million
3.8% of portfolio
|
Q1 2025
Added 17.0%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
45,361
shares
|
$27 Million
1.99% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
45,126
shares
|
$26.8 Million
2.43% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
45,107
shares
|
$26.8 Million
4.04% of portfolio
|
Q4 2022
Added 1.01%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
45,073
shares
|
$26.8 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Ally Financial Inc.
Detroit, MI |
May 14, 2025 Q1 2025 |
45,000
shares
|
$26.7 Million
2.86% of portfolio
|
Q1 2025
New holding
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
44,964
shares
|
$26.7 Million
6.25% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
44,935
shares
|
$26.7 Million
8.7% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
44,857
shares
|
$26.7 Million
4.83% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
44,780
shares
|
$26.6 Million
1.77% of portfolio
|
Q1 2025
Reduced 0.83%
|