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 |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
19,330
shares
|
$11.5 Million
1.93% of portfolio
|
Q4 2022
Reduced 5.53%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
19,327
shares
|
$11.5 Million
4.13% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Morangie Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,326
shares
|
$11.5 Million
10.51% of portfolio
|
Q1 2025
Reduced 18.2%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
19,297
shares
|
$11.4 Million
0.94% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
19,272
shares
|
$11.4 Million
3.35% of portfolio
|
Q1 2025
Added 14.35%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
19,264
shares
|
$11.4 Million
3.25% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
May 08, 2025 Q1 2025 |
19,255
shares
|
$11.4 Million
7.92% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
19,248
shares
|
$11.4 Million
0.01% of portfolio
|
Q1 2025
Added 25.65%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
19,237
shares
|
$11.4 Million
6.79% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
19,228
shares
|
$11.4 Million
0.99% of portfolio
|
Q1 2025
Added 96.34%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
19,217
shares
|
$11.4 Million
1.02% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
19,187
shares
|
$11.4 Million
0.78% of portfolio
|
Q4 2024
Added 43.54%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 22, 2025 Q1 2025 |
19,170
shares
|
$11.4 Million
5.33% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
19,039
shares
|
$11.3 Million
3.66% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
18,981
shares
|
$11.3 Million
4.1% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
18,877
shares
|
$11.2 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
18,875
shares
|
$11.2 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
18,862
shares
|
$11.2 Million
2.49% of portfolio
|
Q1 2025
Added 128.55%
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
18,854
shares
|
$11.2 Million
5.49% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
18,842
shares
|
$11.2 Million
0.11% of portfolio
|
Q1 2024
Reduced 26.76%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
18,758
shares
|
$11.1 Million
1.52% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
18,731
shares
|
$11.1 Million
0.17% of portfolio
|
Q1 2025
Added 50.14%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
18,697
shares
|
$11.1 Million
2.12% of portfolio
|
Q4 2022
Added 183.89%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
18,668
shares
|
$11.1 Million
2.5% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
18,647
shares
|
$11.1 Million
8.61% of portfolio
|
Q1 2025
Reduced 0.25%
|