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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
44,739
shares
|
$26.6 Million
2.68% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
44,672
shares
|
$26.5 Million
19.55% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
44,646
shares
|
$26.5 Million
1.02% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Aragon Global Management, LP
Miami, FL |
May 15, 2025 Q1 2025 |
44,580
shares
|
$26.5 Million
9.59% of portfolio
|
Q4 2023
New holding
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
44,493
shares
|
$26.4 Million
6.76% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Jarislowsky, Fraser LTD
|
May 12, 2025 Q1 2025 |
44,233
shares
|
$26.3 Million
0.17% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
44,191
shares
|
$26.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 21.7%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
44,073
shares
|
$26.2 Million
13.74% of portfolio
|
Q2 2023
Reduced 0.18%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
43,995
shares
|
$26.1 Million
2.45% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
43,922
shares
|
$26.1 Million
2.05% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
43,888
shares
|
$26.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.5%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
43,811
shares
|
$26 Million
0.85% of portfolio
|
Q1 2025
Reduced 30.98%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
May 09, 2025 Q1 2025 |
43,736
shares
|
$26 Million
12.12% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
43,710
shares
|
$26 Million
1.11% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
43,352
shares
|
$25.8 Million
0.8% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
43,190
shares
|
$25.7 Million
0.75% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
43,185
shares
|
$25.7 Million
8.8% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
43,070
shares
|
$25.6 Million
2.65% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
42,886
shares
|
$25.5 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
42,756
shares
|
$25.4 Million
0.64% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
First International Bank & Trust
Watford City, ND |
May 12, 2025 Q1 2025 |
42,722
shares
|
$25.4 Million
7.58% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
42,592
shares
|
$25.3 Million
3.8% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
42,557
shares
|
$25.3 Million
13.7% of portfolio
|
Q1 2025
Added 56.22%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
42,516
shares
|
$25.3 Million
7.5% of portfolio
|
Q1 2025
Added 53.55%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
42,509
shares
|
$25.3 Million
16.3% of portfolio
|
Q1 2025
Added 7.06%
|