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 |
|---|---|---|---|---|---|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
21,238
shares
|
$12.6 Million
7.4% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
21,222
shares
|
$12.6 Million
1.32% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
21,220
shares
|
$12.6 Million
0.8% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
21,157
shares
|
$12.5 Million
7.51% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
21,142
shares
|
$12.5 Million
0.34% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
May 15, 2025 Q1 2025 |
21,142
shares
|
$12.5 Million
0.37% of portfolio
|
Q1 2024
Reduced 12.06%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
21,137
shares
|
$12.5 Million
1.51% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
21,103
shares
|
$12.5 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
21,086
shares
|
$12.5 Million
3.95% of portfolio
|
Q1 2024
Added 4.27%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
21,086
shares
|
$12.5 Million
1.18% of portfolio
|
Q1 2025
Reduced 33.88%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
21,060
shares
|
$12.5 Million
0.57% of portfolio
|
Q1 2025
Added 21.11%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
May 15, 2025 Q1 2025 |
21,039
shares
|
$12.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
20,996
shares
|
$12.4 Million
5.05% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
20,962
shares
|
$12.4 Million
0.23% of portfolio
|
Q1 2025
Added 299.43%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
20,956
shares
|
$12.4 Million
0.5% of portfolio
|
Q1 2025
Reduced 25.72%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
20,943
shares
|
$12.4 Million
13.45% of portfolio
|
Q2 2024
Added 15.66%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
20,784
shares
|
$12.3 Million
4.12% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
20,710
shares
|
$12.3 Million
2.91% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
20,699
shares
|
$12.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 12.1%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
20,674
shares
|
$12.3 Million
0.93% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
20,588
shares
|
$12.2 Million
4.19% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
20,588
shares
|
$12.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
20,571
shares
|
$12.2 Million
4.04% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
20,563
shares
|
$12.2 Million
0.48% of portfolio
|
Q1 2025
Reduced 12.57%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
20,526
shares
|
$12.2 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.28%
|