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 |
|---|---|---|---|---|---|
|
Ayalon Insurance Comp Ltd.
|
Apr 21, 2025 Q1 2025 |
23,481
shares
|
$14 Million
4.25% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
May 13, 2025 Q1 2025 |
23,453
shares
|
$14 Million
3.83% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
23,448
shares
|
$13.9 Million
5.88% of portfolio
|
Q1 2025
Reduced 26.88%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
23,436
shares
|
$13.9 Million
3.33% of portfolio
|
Q1 2025
Reduced 27.02%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
23,419
shares
|
$13.9 Million
3.68% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
23,395
shares
|
$13.9 Million
5.9% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
23,297
shares
|
$13.9 Million
5.61% of portfolio
|
Q2 2022
Reduced 21.04%
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
23,261
shares
|
$13.8 Million
19.17% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
23,237
shares
|
$13.8 Million
0.16% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
23,207
shares
|
$13.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 65.57%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
23,162
shares
|
$13.8 Million
6.26% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
23,133
shares
|
$13.8 Million
1.78% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
23,125
shares
|
$13.8 Million
9.99% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
23,051
shares
|
$13.7 Million
6.93% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
23,019
shares
|
$13.7 Million
1.46% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
22,973
shares
|
$13.7 Million
2.93% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
22,960
shares
|
$13.7 Million
0.13% of portfolio
|
Q1 2025
Reduced 21.77%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
22,941
shares
|
$13.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
22,871
shares
|
$13.6 Million
6.45% of portfolio
|
Q1 2025
Added 19.18%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
22,859
shares
|
$13.6 Million
0.68% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
22,763
shares
|
$13.5 Million
1.72% of portfolio
|
Q1 2025
Added 17.08%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
22,746
shares
|
$13.5 Million
1.18% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
22,690
shares
|
$13.5 Million
11.53% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
22,653
shares
|
$13.5 Million
1.99% of portfolio
|
Q1 2024
Added 9.76%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
22,586
shares
|
$13.4 Million
8.85% of portfolio
|
Q1 2025
Reduced 8.82%
|