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 |
|---|---|---|---|---|---|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
16,633
shares
|
$9.86 Million
1.66% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
16,585
shares
|
$9.83 Million
2.07% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
16,533
shares
|
$9.8 Million
0.38% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
16,526
shares
|
$9.8 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
16,522
shares
|
$9.8 Million
5.69% of portfolio
|
Q1 2025
Added 36.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
16,503
shares
|
$9.78 Million
0.35% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
16,500
shares
|
$9.78 Million
1.0% of portfolio
|
Q1 2025
Added 214.83%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
16,448
shares
|
$9.75 Million
0.53% of portfolio
|
Q1 2025
Added 391.57%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,395
shares
|
$9.72 Million
0.45% of portfolio
|
Q2 2022
Added 1.12%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
16,355
shares
|
$9.7 Million
0.17% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
16,316
shares
|
$9.67 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
16,261
shares
|
$9.64 Million
7.75% of portfolio
|
Q4 2024
Added 36.23%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
16,224
shares
|
$9.62 Million
4.65% of portfolio
|
Q1 2025
New holding
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
16,220
shares
|
$9.62 Million
4.14% of portfolio
|
Q2 2021
Added 2.01%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
16,204
shares
|
$9.61 Million
3.6% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
May 15, 2025 Q1 2025 |
16,169
shares
|
$9.59 Million
9.05% of portfolio
|
Q1 2025
Reduced 21.93%
|
|
|
Greenvale Capital LLP
London, X0 |
May 15, 2025 Q1 2025 |
16,150
shares
|
$9.57 Million
1.23% of portfolio
|
Q1 2025
New holding
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
May 14, 2025 Q1 2025 |
16,142
shares
|
$9.57 Million
8.32% of portfolio
|
Q1 2025
New holding
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
16,137
shares
|
$9.57 Million
3.32% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
16,117
shares
|
$9.55 Million
0.97% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
16,117
shares
|
$9.55 Million
2.66% of portfolio
|
Q1 2025
Reduced 68.71%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
16,101
shares
|
$9.55 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
16,099
shares
|
$9.54 Million
0.74% of portfolio
|
Q1 2025
Reduced 34.89%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
16,088
shares
|
$9.54 Million
2.65% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
16,086
shares
|
$9.54 Million
9.82% of portfolio
|
Q1 2025
Added 4.53%
|