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 |
|---|---|---|---|---|---|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
15,540
shares
|
$9.21 Million
1.94% of portfolio
|
Q1 2025
Reduced 49.95%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
15,534
shares
|
$9.21 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
15,483
shares
|
$9.18 Million
0.85% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
15,432
shares
|
$9.15 Million
5.42% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
15,408
shares
|
$9.13 Million
1.92% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
15,400
shares
|
$9.13 Million
0.28% of portfolio
|
Q1 2025
Reduced 94.97%
|
|
|
Enterprise Bank & Trust CO
|
Apr 09, 2025 Q1 2025 |
15,386
shares
|
$9.12 Million
3.36% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
15,372
shares
|
$9.11 Million
0.21% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
15,340
shares
|
$9.09 Million
2.4% of portfolio
|
Q1 2025
Reduced 34.32%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
15,327
shares
|
$9.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 57.79%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
15,326
shares
|
$9.09 Million
5.59% of portfolio
|
Q2 2023
Added 0.22%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
15,307
shares
|
$9.07 Million
0.91% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
15,265
shares
|
$9.05 Million
1.66% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Perbak Capital Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
15,263
shares
|
$9.05 Million
6.33% of portfolio
|
Q1 2025
Reduced 64.03%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
15,234
shares
|
$9.03 Million
1.17% of portfolio
|
Q1 2025
Reduced 25.63%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
15,220
shares
|
$9.02 Million
0.31% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
15,204
shares
|
$9.01 Million
0.87% of portfolio
|
Q1 2025
Added 124.21%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
15,192
shares
|
$9.01 Million
1.72% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
15,169
shares
|
$8.99 Million
1.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
15,152
shares
|
$8.98 Million
7.54% of portfolio
|
Q1 2025
Added 23.0%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
15,140
shares
|
$8.98 Million
5.88% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
15,139
shares
|
$8.98 Million
4.56% of portfolio
|
Q3 2022
Reduced 1.21%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
15,078
shares
|
$8.94 Million
3.47% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
15,061
shares
|
$8.93 Million
0.68% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
F
|
May 14, 2025 Q1 2025 |
15,057
shares
|
$8.93 Million
0.41% of portfolio
|
Q1 2025
Added 1.53%
|