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 |
|---|---|---|---|---|---|
|
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%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
34,515
shares
|
$20.5 Million
16.45% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
34,510
shares
|
$20.5 Million
1.19% of portfolio
|
Q1 2024
Added 6802.0%
|
|
|
Thomist Capital Management, LP
Houston, TX |
May 14, 2025 Q1 2025 |
34,400
shares
|
$20.4 Million
10.91% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
34,290
shares
|
$20.4 Million
0.88% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
34,279
shares
|
$20.4 Million
9.16% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
33,998
shares
|
$20.2 Million
0.28% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
33,667
shares
|
$20 Million
9.16% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Hummer Financial Advisory Services Inc
|
Apr 09, 2025 Q1 2025 |
33,610
shares
|
$20 Million
15.58% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
33,602
shares
|
$20 Million
3.51% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Symmetry Investments LP
|
May 15, 2025 Q1 2025 |
33,532
shares
|
$19.9 Million
2.22% of portfolio
|
Q1 2025
Reduced 58.74%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
33,531
shares
|
$19.9 Million
0.26% of portfolio
|
Q4 2023
Reduced 0.61%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
33,419
shares
|
$19.9 Million
1.59% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
33,390
shares
|
$19.8 Million
3.87% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
33,292
shares
|
$19.8 Million
1.52% of portfolio
|
Q1 2025
Reduced 23.7%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
33,183
shares
|
$19.7 Million
5.02% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Tikvah Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
33,104
shares
|
$19.7 Million
6.81% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
33,009
shares
|
$19.6 Million
0.74% of portfolio
|
Q1 2025
Added 72.19%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
32,978
shares
|
$19.6 Million
7.65% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
32,741
shares
|
$19.5 Million
6.97% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
32,728
shares
|
$19.4 Million
1.04% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
32,670
shares
|
$19.4 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
32,660
shares
|
$19.4 Million
4.72% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
32,576
shares
|
$19.4 Million
5.26% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Apr 14, 2025 Q1 2025 |
32,519
shares
|
$19.3 Million
11.44% of portfolio
|
Q1 2025
Added 0.19%
|