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 5,058 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 |
|---|---|---|---|---|---|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
28,839
shares
|
$17.2 Million
3.12% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
28,754
shares
|
$17.1 Million
4.64% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
28,699
shares
|
$17.1 Million
1.38% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Scharf Investments, LLC
|
Apr 22, 2025 Q1 2025 |
28,660
shares
|
$17 Million
0.55% of portfolio
|
Q1 2025
Reduced 82.89%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
28,593
shares
|
$17 Million
9.06% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Bleichroeder LP
New York, NY |
May 14, 2025 Q1 2025 |
28,570
shares
|
$17 Million
5.47% of portfolio
|
Q4 2024
Added 1056.68%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
28,552
shares
|
$17 Million
3.57% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
28,401
shares
|
$16.9 Million
1.21% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
28,400
shares
|
$16.9 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
28,377
shares
|
$16.9 Million
0.33% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
28,345
shares
|
$16.9 Million
1.25% of portfolio
|
Q1 2025
Added 35.9%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
28,266
shares
|
$16.8 Million
1.97% of portfolio
|
Q1 2025
Reduced 23.28%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
28,226
shares
|
$16.8 Million
2.88% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
28,220
shares
|
$16.8 Million
0.0% of portfolio
|
Q1 2025
Added 548.88%
|
|
|
Patton Fund Management, Inc.
|
Apr 17, 2025 Q1 2025 |
28,131
shares
|
$16.7 Million
3.87% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
28,126
shares
|
$16.7 Million
5.52% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
28,118
shares
|
$16.7 Million
1.99% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
28,115
shares
|
$16.7 Million
2.53% of portfolio
|
Q1 2025
Added 21.14%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
28,001
shares
|
$16.7 Million
11.09% of portfolio
|
Q4 2022
Reduced 6.6%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
27,986
shares
|
$16.6 Million
6.42% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
27,933
shares
|
$16.6 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
27,887
shares
|
$16.6 Million
0.34% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
27,860
shares
|
$16.6 Million
4.15% of portfolio
|
Q1 2025
Added 115.38%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
27,827
shares
|
$16.6 Million
16.19% of portfolio
|
Q2 2022
Reduced 0.03%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
27,812
shares
|
$16.5 Million
6.0% of portfolio
|
Q1 2025
Reduced 14.46%
|