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 5,060 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 $346 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
19,969
shares
|
$11.8 Million
6.8% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
19,947
shares
|
$11.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 66.62%
|
|
|
Gunma Bank,Ltd.
|
May 07, 2025 Q1 2025 |
19,900
shares
|
$11.8 Million
3.59% of portfolio
|
Q1 2025
New holding
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
19,897
shares
|
$11.8 Million
3.15% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
19,883
shares
|
$11.8 Million
5.46% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
19,854
shares
|
$11.8 Million
0.98% of portfolio
|
Q1 2025
Reduced 31.19%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
19,847
shares
|
$11.8 Million
8.01% of portfolio
|
Q1 2025
Reduced 43.57%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
19,837
shares
|
$11.8 Million
5.42% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
19,806
shares
|
$11.7 Million
0.01% of portfolio
|
Q4 2023
Reduced 40.81%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Apr 08, 2025 Q1 2025 |
19,786
shares
|
$11.7 Million
8.27% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
May 13, 2025 Q1 2025 |
19,777
shares
|
$11.7 Million
13.92% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
19,765
shares
|
$11.7 Million
6.02% of portfolio
|
Q1 2025
Reduced 52.92%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
19,725
shares
|
$11.7 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,709
shares
|
$11.7 Million
2.96% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
19,692
shares
|
$11.7 Million
5.69% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
19,691
shares
|
$11.7 Million
3.26% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
19,666
shares
|
$11.7 Million
1.33% of portfolio
|
Q1 2025
Added 1192.12%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
19,621
shares
|
$11.6 Million
8.62% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Boxwood Ventures, Inc.
|
May 09, 2025 Q1 2025 |
19,550
shares
|
$11.6 Million
16.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
19,513
shares
|
$11.6 Million
1.52% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
19,513
shares
|
$11.6 Million
0.88% of portfolio
|
Q1 2025
Added 25.41%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
19,481
shares
|
$11.5 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
19,396
shares
|
$11.5 Million
0.9% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
19,391
shares
|
$11.5 Million
2.15% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
19,372
shares
|
$11.5 Million
0.29% of portfolio
|
Q1 2025
Reduced 63.77%
|