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 |
|---|---|---|---|---|---|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
27,760
shares
|
$16.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
27,659
shares
|
$16.5 Million
1.85% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
27,658
shares
|
$16.5 Million
6.13% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
27,582
shares
|
$16.4 Million
13.36% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
27,526
shares
|
$16.4 Million
1.35% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
27,497
shares
|
$16.4 Million
2.82% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
27,434
shares
|
$16.3 Million
1.81% of portfolio
|
Q1 2025
Reduced 82.98%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
27,373
shares
|
$16.3 Million
5.31% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
27,307
shares
|
$16.2 Million
6.83% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
27,261
shares
|
$16.2 Million
1.11% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
27,223
shares
|
$16.2 Million
1.0% of portfolio
|
Q4 2023
Added 41.98%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
27,222
shares
|
$16.2 Million
0.8% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
27,191
shares
|
$16.2 Million
1.7% of portfolio
|
Q1 2025
Reduced 30.48%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
27,126
shares
|
$16.1 Million
13.4% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
27,114
shares
|
$16.1 Million
1.87% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
27,088
shares
|
$16.1 Million
6.19% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
27,075
shares
|
$16.1 Million
1.76% of portfolio
|
Q1 2025
Added 15.05%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
27,031
shares
|
$16.1 Million
1.8% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
27,023
shares
|
$16.1 Million
0.91% of portfolio
|
Q1 2025
Added 73.49%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
26,991
shares
|
$16.1 Million
2.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Founders Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
26,980
shares
|
$16 Million
2.81% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
American Asset Management Inc.
|
May 07, 2025 Q1 2025 |
26,962
shares
|
$16 Million
79.48% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
26,949
shares
|
$16 Million
1.78% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
26,939
shares
|
$16 Million
2.82% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
26,911
shares
|
$16 Million
6.13% of portfolio
|
Q1 2025
Reduced 25.64%
|