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 |
|---|---|---|---|---|---|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
22,584
shares
|
$13.4 Million
2.59% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
22,552
shares
|
$13.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
22,528
shares
|
$13.4 Million
2.99% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
22,510
shares
|
$13.3 Million
10.04% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
22,480
shares
|
$13.3 Million
2.01% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
22,445
shares
|
$13.3 Million
1.58% of portfolio
|
Q3 2022
Reduced 10.55%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
22,438
shares
|
$13.3 Million
2.74% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
22,421
shares
|
$13.3 Million
2.82% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
22,420
shares
|
$13.3 Million
3.85% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
22,390
shares
|
$13.3 Million
2.31% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
22,370
shares
|
$13.3 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
22,368
shares
|
$13.3 Million
2.26% of portfolio
|
Q1 2023
Added 204.0%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
22,332
shares
|
$13.2 Million
2.38% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
22,313
shares
|
$13.2 Million
0.88% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
22,302
shares
|
$13.2 Million
0.76% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
22,244
shares
|
$13.2 Million
0.31% of portfolio
|
Q1 2025
Added 313.84%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
22,185
shares
|
$13.2 Million
1.98% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
22,147
shares
|
$13.1 Million
1.6% of portfolio
|
Q2 2024
Added 23.65%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
22,142
shares
|
$13.1 Million
5.91% of portfolio
|
Q1 2025
Reduced 28.8%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
22,098
shares
|
$13.1 Million
0.61% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
22,070
shares
|
$13.1 Million
0.44% of portfolio
|
Q1 2024
Reduced 17.03%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
22,046
shares
|
$13.1 Million
3.62% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
22,008
shares
|
$13 Million
1.5% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
22,005
shares
|
$13 Million
12.36% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Apr 14, 2025 Q1 2025 |
21,951
shares
|
$13 Million
10.8% of portfolio
|
Q1 2025
Reduced 0.19%
|