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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
16,083
shares
|
$9.53 Million
1.48% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
16,034
shares
|
$9.51 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
16,031
shares
|
$9.5 Million
0.6% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
16,012
shares
|
$9.49 Million
0.45% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
15,985
shares
|
$9.48 Million
7.05% of portfolio
|
Q3 2022
Added 1.89%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
15,963
shares
|
$9.46 Million
5.23% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
15,950
shares
|
$9.46 Million
1.22% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
15,946
shares
|
$9.45 Million
8.88% of portfolio
|
Q4 2023
Added 14.67%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
15,940
shares
|
$9.45 Million
7.38% of portfolio
|
Q2 2022
Reduced 2.06%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
May 08, 2025 Q1 2025 |
15,911
shares
|
$9.43 Million
8.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
15,900
shares
|
$9.43 Million
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
15,894
shares
|
$9.42 Million
1.04% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
15,881
shares
|
$9.42 Million
0.39% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
15,872
shares
|
$9.41 Million
0.97% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
15,857
shares
|
$9.4 Million
1.72% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
15,852
shares
|
$9.4 Million
0.82% of portfolio
|
Q1 2025
Added 66.6%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
15,793
shares
|
$9.36 Million
4.01% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Zevin Asset Management LLC
|
May 06, 2025 Q1 2025 |
15,787
shares
|
$9.36 Million
1.4% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
15,778
shares
|
$9.35 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Rb Capital Management, LLC
|
May 14, 2025 Q1 2025 |
15,701
shares
|
$9.31 Million
2.15% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15,662
shares
|
$9.29 Million
3.36% of portfolio
|
Q2 2022
Reduced 22.23%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
15,662
shares
|
$9.29 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
15,633
shares
|
$9.27 Million
2.19% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
X Square Capital, LLC
|
May 09, 2025 Q1 2025 |
15,609
shares
|
$9.25 Million
3.75% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
15,564
shares
|
$9.23 Million
2.04% of portfolio
|
Q1 2025
Added 40.56%
|