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 |
|---|---|---|---|---|---|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Apr 15, 2025 Q1 2025 |
20,487
shares
|
$12.1 Million
1.86% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
20,485
shares
|
$12.1 Million
0.2% of portfolio
|
Q1 2025
Added 1730.65%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
20,439
shares
|
$12.1 Million
2.34% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Sculptor Capital LP
New York, NY |
May 15, 2025 Q1 2025 |
20,438
shares
|
$12.1 Million
0.5% of portfolio
|
Q1 2025
Reduced 95.29%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Apr 11, 2025 Q1 2025 |
20,393
shares
|
$12.1 Million
5.31% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
20,382
shares
|
$12.1 Million
0.23% of portfolio
|
Q1 2025
Added 63.92%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
20,352
shares
|
$12.1 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
20,349
shares
|
$12.1 Million
1.52% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
20,348
shares
|
$12.1 Million
1.55% of portfolio
|
Q1 2025
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
20,340
shares
|
$12.1 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
20,215
shares
|
$12 Million
1.16% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
20,214
shares
|
$12 Million
3.03% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
20,149
shares
|
$11.9 Million
5.28% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
20,147
shares
|
$11.9 Million
2.02% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
May 13, 2025 Q1 2025 |
20,145
shares
|
$11.9 Million
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
20,100
shares
|
$11.9 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
20,051
shares
|
$11.9 Million
3.73% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
20,020
shares
|
$11.9 Million
0.28% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
20,010
shares
|
$11.9 Million
2.38% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
20,003
shares
|
$11.9 Million
9.89% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
20,000
shares
|
$11.9 Million
0.46% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
20,000
shares
|
$11.9 Million
6.83% of portfolio
|
Q2 2023
Reduced 54.55%
|
|
|
Isomer Partners LP
New York, NY |
Feb 03, 2025 Q4 2024 |
20,000
shares
|
$11.9 Million
15.92% of portfolio
|
Q4 2024
New holding
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
19,985
shares
|
$11.8 Million
3.1% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
19,970
shares
|
$11.8 Million
0.34% of portfolio
|
Q1 2025
Reduced 89.28%
|