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 |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
18,605
shares
|
$11 Million
0.65% of portfolio
|
Q1 2025
Reduced 67.23%
|
|
|
Qalhat Capital LTD
St Helier, Y9 |
May 15, 2025 Q1 2025 |
18,585
shares
|
$11 Million
2.18% of portfolio
|
Q3 2023
Reduced 62.62%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
18,566
shares
|
$11 Million
5.76% of portfolio
|
Q1 2025
Added 91.86%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
18,515
shares
|
$11 Million
3.3% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
18,488
shares
|
$11 Million
3.44% of portfolio
|
Q1 2025
Added 50.26%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
18,465
shares
|
$10.9 Million
0.98% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
18,434
shares
|
$10.9 Million
6.13% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
18,429
shares
|
$10.9 Million
2.28% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
18,409
shares
|
$10.9 Million
1.59% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
18,387
shares
|
$10.9 Million
21.5% of portfolio
|
Q1 2022
Added 5.07%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
18,348
shares
|
$10.9 Million
2.62% of portfolio
|
Q1 2025
Added 956.91%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
18,340
shares
|
$10.9 Million
5.06% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
18,333
shares
|
$10.9 Million
1.28% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Apr 17, 2025 Q1 2025 |
18,320
shares
|
$10.9 Million
3.12% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
18,317
shares
|
$10.9 Million
5.94% of portfolio
|
Q1 2025
Added 27.36%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
18,310
shares
|
$10.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
18,309
shares
|
$10.9 Million
2.38% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
18,299
shares
|
$10.8 Million
3.33% of portfolio
|
Q1 2025
Added 538.71%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
18,296
shares
|
$10.8 Million
0.32% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
18,282
shares
|
$10.8 Million
0.64% of portfolio
|
Q1 2025
Added 28.76%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
18,236
shares
|
$10.8 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
18,181
shares
|
$10.8 Million
0.31% of portfolio
|
Q1 2023
Reduced 1.9%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
18,180
shares
|
$10.8 Million
0.78% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
18,138
shares
|
$10.8 Million
0.12% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
18,127
shares
|
$10.7 Million
0.17% of portfolio
|
Q1 2025
Added 3.38%
|