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 |
|---|---|---|---|---|---|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
30,967
shares
|
$18.4 Million
14.03% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
30,922
shares
|
$18.4 Million
4.98% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
30,906
shares
|
$18.4 Million
1.04% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
30,853
shares
|
$18.3 Million
2.28% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
30,843
shares
|
$18.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
30,818
shares
|
$18.3 Million
4.8% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
30,812
shares
|
$18.3 Million
17.83% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Jcp Investment Management, LLC
|
May 08, 2025 Q1 2025 |
30,669
shares
|
$18.2 Million
11.17% of portfolio
|
Q2 2024
Added 1737.57%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
30,598
shares
|
$18.2 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Q Global Advisors, LLC
Fort Worth, TX |
May 14, 2025 Q1 2025 |
30,541
shares
|
$18.1 Million
13.89% of portfolio
|
Q1 2025
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
30,512
shares
|
$18.1 Million
0.31% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
30,504
shares
|
$18.1 Million
1.87% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
May 13, 2025 Q1 2025 |
30,474
shares
|
$18.1 Million
1.85% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
30,460
shares
|
$18.1 Million
3.63% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
30,460
shares
|
$18.1 Million
8.29% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
30,418
shares
|
$18.1 Million
0.62% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Apr 21, 2025 Q1 2025 |
30,399
shares
|
$18.1 Million
12.86% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
30,373
shares
|
$18 Million
8.64% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
30,368
shares
|
$18 Million
8.52% of portfolio
|
Q1 2023
Added 354.82%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
30,351
shares
|
$18 Million
3.9% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
30,313
shares
|
$18 Million
1.69% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
30,308
shares
|
$18 Million
0.02% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
30,232
shares
|
$18 Million
48.32% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
30,221
shares
|
$18 Million
13.74% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
30,199
shares
|
$17.9 Million
13.27% of portfolio
|
Q1 2025
Reduced 0.41%
|