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 |
|---|---|---|---|---|---|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
40,105
shares
|
$23.8 Million
2.34% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
40,082
shares
|
$23.8 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
40,021
shares
|
$23.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 54.07%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
39,976
shares
|
$23.8 Million
0.29% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
39,864
shares
|
$23.7 Million
3.56% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
39,776
shares
|
$23.6 Million
11.44% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
39,731
shares
|
$23.6 Million
1.74% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
39,607
shares
|
$23.5 Million
2.44% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Financial Services Advisory Inc
|
May 12, 2025 Q1 2025 |
39,563
shares
|
$23.5 Million
8.38% of portfolio
|
Q1 2025
Reduced 63.38%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
39,529
shares
|
$23.5 Million
1.12% of portfolio
|
Q2 2022
Added 18.3%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
39,373
shares
|
$23.4 Million
0.51% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
39,305
shares
|
$23.4 Million
3.43% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
39,251
shares
|
$23.3 Million
8.39% of portfolio
|
Q1 2025
Added 113.49%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
39,241
shares
|
$23.3 Million
14.09% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
39,198
shares
|
$23.3 Million
0.07% of portfolio
|
Q4 2022
Added 26.24%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
39,193
shares
|
$23.3 Million
3.83% of portfolio
|
Q1 2025
Added 551.59%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
39,132
shares
|
$23.3 Million
0.72% of portfolio
|
Q4 2024
Added 28.56%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
38,969
shares
|
$23.2 Million
1.44% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
38,727
shares
|
$23 Million
0.44% of portfolio
|
Q1 2025
Reduced 64.06%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
38,592
shares
|
$22.9 Million
7.06% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
38,524
shares
|
$22.9 Million
5.64% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
38,503
shares
|
$22.9 Million
5.72% of portfolio
|
Q3 2024
Added 6977.76%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
38,449
shares
|
$22.8 Million
0.32% of portfolio
|
Q1 2025
Added 66.27%
|
|
|
Eagle Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
38,411
shares
|
$22.8 Million
9.51% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
38,373
shares
|
$22.8 Million
2.57% of portfolio
|
Q1 2025
Reduced 0.53%
|