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 |
|---|---|---|---|---|---|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
18,094
shares
|
$10.7 Million
1.44% of portfolio
|
Q1 2023
Added 20.64%
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
18,037
shares
|
$10.7 Million
9.79% of portfolio
|
Q1 2025
Added 27.07%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
17,976
shares
|
$10.7 Million
0.44% of portfolio
|
Q1 2025
Added 445.39%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
17,867
shares
|
$10.6 Million
7.81% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
17,858
shares
|
$10.6 Million
3.89% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
17,818
shares
|
$10.6 Million
2.5% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
17,799
shares
|
$10.6 Million
2.69% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
17,767
shares
|
$10.5 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
17,760
shares
|
$10.5 Million
2.07% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
17,745
shares
|
$10.5 Million
2.56% of portfolio
|
Q1 2025
Reduced 44.78%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
17,682
shares
|
$10.5 Million
1.24% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
17,681
shares
|
$10.5 Million
2.08% of portfolio
|
Q1 2025
Added 141.12%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
17,677
shares
|
$10.5 Million
3.41% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
17,669
shares
|
$10.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 42.83%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
17,644
shares
|
$10.5 Million
0.39% of portfolio
|
Q1 2025
Added 178.78%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
17,634
shares
|
$10.5 Million
0.74% of portfolio
|
Q1 2025
Reduced 31.84%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
17,618
shares
|
$10.4 Million
8.4% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
17,572
shares
|
$10.4 Million
2.65% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
17,558
shares
|
$10.4 Million
3.04% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
17,558
shares
|
$10.4 Million
2.7% of portfolio
|
Q1 2025
Added 73.05%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
17,428
shares
|
$10.3 Million
4.83% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
17,404
shares
|
$10.3 Million
8.1% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
17,313
shares
|
$10.3 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
17,271
shares
|
$10.2 Million
4.42% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
May 12, 2025 Q1 2025 |
17,270
shares
|
$10.2 Million
4.55% of portfolio
|
Q3 2024
Added 6.47%
|