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 |
|---|---|---|---|---|---|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
17,263
shares
|
$10.2 Million
0.54% of portfolio
|
Q1 2025
Added 28.25%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
17,239
shares
|
$10.2 Million
3.44% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Hap Trading, LLC
New York, NY |
May 14, 2025 Q1 2025 |
17,189
shares
|
$10.2 Million
1.03% of portfolio
|
Q1 2025
Added 59.91%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
17,186
shares
|
$10.2 Million
4.08% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
17,186
shares
|
$10.2 Million
2.64% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
17,149
shares
|
$10.2 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
17,095
shares
|
$10.1 Million
0.92% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
17,020
shares
|
$10.1 Million
2.04% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
17,019
shares
|
$10.1 Million
0.6% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
16,986
shares
|
$10.1 Million
5.11% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
16,985
shares
|
$10.1 Million
1.75% of portfolio
|
Q1 2025
Added 16.56%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
16,979
shares
|
$10.1 Million
8.75% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
16,931
shares
|
$10 Million
7.3% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
16,922
shares
|
$10 Million
8.67% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
16,922
shares
|
$10 Million
0.46% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
16,875
shares
|
$10 Million
1.42% of portfolio
|
Q1 2025
Reduced 43.12%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
16,871
shares
|
$10 Million
0.36% of portfolio
|
Q1 2025
Reduced 13.61%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
16,834
shares
|
$9.98 Million
2.28% of portfolio
|
Q1 2025
Added 12.59%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
16,809
shares
|
$9.97 Million
1.6% of portfolio
|
Q1 2023
Reduced 1.0%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
16,697
shares
|
$9.9 Million
0.49% of portfolio
|
Q1 2025
Reduced 82.72%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
16,694
shares
|
$9.9 Million
0.5% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
16,691
shares
|
$9.9 Million
2.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
16,682
shares
|
$9.89 Million
1.63% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
16,678
shares
|
$9.89 Million
1.77% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
16,640
shares
|
$9.87 Million
2.37% of portfolio
|
Q1 2025
Added 0.34%
|