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 |
|---|---|---|---|---|---|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
26,143
shares
|
$15.6 Million
9.02% of portfolio
|
Q1 2025
Reduced 21.07%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
26,134
shares
|
$15.5 Million
1.05% of portfolio
|
Q1 2025
Reduced 34.15%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
26,081
shares
|
$15.5 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
26,059
shares
|
$15.5 Million
1.91% of portfolio
|
Q1 2025
Added 84.1%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
26,005
shares
|
$15.5 Million
0.97% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
George Kaiser Family Foundation
|
May 13, 2025 Q1 2025 |
25,920
shares
|
$15.4 Million
2.13% of portfolio
|
Q1 2025
New holding
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
25,920
shares
|
$15.4 Million
2.36% of portfolio
|
Q1 2025
Added 129.32%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
25,866
shares
|
$15.4 Million
0.93% of portfolio
|
Q2 2023
Reduced 5.26%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
25,842
shares
|
$15.4 Million
1.16% of portfolio
|
Q1 2025
Added 92.55%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
25,679
shares
|
$15.3 Million
6.88% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
25,651
shares
|
$15.3 Million
0.68% of portfolio
|
Q1 2025
Added 20.53%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
25,507
shares
|
$15.2 Million
1.55% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
25,299
shares
|
$15 Million
25.73% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,187
shares
|
$15 Million
0.37% of portfolio
|
Q1 2024
Added 1.19%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
25,168
shares
|
$15 Million
5.3% of portfolio
|
Q3 2023
Added 9.01%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
25,158
shares
|
$15 Million
1.76% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
25,139
shares
|
$15 Million
0.5% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
25,092
shares
|
$14.9 Million
2.14% of portfolio
|
Q4 2020
Reduced 1.58%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
25,032
shares
|
$14.9 Million
1.59% of portfolio
|
Q1 2025
Reduced 18.29%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
25,000
shares
|
$14.9 Million
0.76% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Ikarian Capital, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
25,000
shares
|
$14.9 Million
1.96% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Lane Capital, LP
Austin, TX |
May 13, 2025 Q1 2025 |
25,000
shares
|
$14.9 Million
73.76% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
24,998
shares
|
$14.9 Million
1.31% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
24,955
shares
|
$14.8 Million
0.63% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
24,954
shares
|
$14.8 Million
3.56% of portfolio
|
Q4 2024
Added 12.36%
|