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 |
|---|---|---|---|---|---|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
26,906
shares
|
$16 Million
2.66% of portfolio
|
Q3 2020
Added 1.49%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
26,899
shares
|
$16 Million
3.15% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
26,892
shares
|
$16 Million
3.65% of portfolio
|
Q1 2025
Added 382.54%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
26,834
shares
|
$16 Million
1.81% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
26,699
shares
|
$15.9 Million
1.3% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
26,697
shares
|
$15.9 Million
1.26% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
26,690
shares
|
$15.9 Million
0.86% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
26,672
shares
|
$15.9 Million
5.5% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
26,656
shares
|
$15.9 Million
1.26% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
26,646
shares
|
$15.9 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
26,634
shares
|
$15.8 Million
18.2% of portfolio
|
Q3 2023
Reduced 0.97%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
26,625
shares
|
$15.8 Million
5.37% of portfolio
|
Q4 2022
Reduced 3.13%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
26,558
shares
|
$15.8 Million
0.97% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
26,522
shares
|
$15.8 Million
4.81% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
26,477
shares
|
$15.7 Million
2.35% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
26,434
shares
|
$15.7 Million
3.49% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
26,433
shares
|
$15.7 Million
0.86% of portfolio
|
Q1 2025
Reduced 28.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
26,429
shares
|
$15.7 Million
0.5% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
26,424
shares
|
$15.7 Million
1.03% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
26,414
shares
|
$15.7 Million
5.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
26,359
shares
|
$15.7 Million
6.25% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
26,348
shares
|
$15.7 Million
9.27% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
26,287
shares
|
$15.6 Million
5.58% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
26,252
shares
|
$15.6 Million
3.54% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
26,216
shares
|
$15.6 Million
8.86% of portfolio
|
Q1 2025
Added 0.24%
|