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 |
|---|---|---|---|---|---|
|
Nepc LLC
Boston, MA |
May 15, 2025 Q1 2025 |
35,789
shares
|
$21.3 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
35,776
shares
|
$21.3 Million
4.02% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
35,753
shares
|
$21.2 Million
3.71% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
35,723
shares
|
$21.2 Million
1.01% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
35,683
shares
|
$21.2 Million
5.53% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
35,651
shares
|
$21.2 Million
20.16% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
35,609
shares
|
$21.2 Million
2.7% of portfolio
|
Q2 2023
Added 13.46%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
35,552
shares
|
$21.1 Million
3.58% of portfolio
|
Q1 2025
Added 18.76%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
35,530
shares
|
$21.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 52.05%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
35,395
shares
|
$21 Million
6.64% of portfolio
|
Q1 2025
Added 93.93%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
35,341
shares
|
$21 Million
3.82% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
35,256
shares
|
$21 Million
0.04% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
35,225
shares
|
$20.9 Million
0.45% of portfolio
|
Q1 2025
Reduced 39.16%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
35,166
shares
|
$20.9 Million
0.89% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
35,113
shares
|
$20.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
35,098
shares
|
$20.9 Million
1.28% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Alight Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
35,000
shares
|
$20.8 Million
9.15% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
34,956
shares
|
$20.8 Million
2.08% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
34,872
shares
|
$20.7 Million
0.65% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
May 14, 2025 Q1 2025 |
34,778
shares
|
$20.7 Million
11.13% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
34,754
shares
|
$20.7 Million
2.29% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
34,619
shares
|
$20.6 Million
0.01% of portfolio
|
Q4 2024
Added 312.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
34,612
shares
|
$20.6 Million
0.54% of portfolio
|
Q1 2025
Added 20.1%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
34,602
shares
|
$20.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 19.17%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
34,548
shares
|
$20.5 Million
2.41% of portfolio
|
Q1 2025
Added 13.46%
|