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 5,061 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 $340 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
15,010
shares
|
$8.75 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Equitec Proprietary Markets, LLC
|
May 14, 2025 Q1 2025 |
15,002
shares
|
$8.74 Million
6.12% of portfolio
|
Q1 2025
Added 750000.0%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
May 15, 2025 Q1 2025 |
15,000
shares
|
$8.74 Million
6.83% of portfolio
|
Q4 2022
New holding
|
|
|
Wilmar Advisors LLC
Juno Beach, FL |
May 12, 2025 Q1 2025 |
15,000
shares
|
$8.74 Million
8.68% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
14,992
shares
|
$8.74 Million
1.6% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Apr 09, 2025 Q1 2025 |
14,971
shares
|
$8.73 Million
8.35% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
14,970
shares
|
$8.73 Million
6.26% of portfolio
|
Q1 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,966
shares
|
$8.72 Million
2.8% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
14,914
shares
|
$8.69 Million
1.08% of portfolio
|
Q2 2023
Added 66.04%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
14,861
shares
|
$8.66 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
14,849
shares
|
$8.65 Million
3.07% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Abner Herrman & Brock LLC
|
Apr 08, 2025 Q1 2025 |
14,831
shares
|
$8.64 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
14,812
shares
|
$8.63 Million
0.58% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
14,737
shares
|
$8.59 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
14,719
shares
|
$8.58 Million
2.26% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
14,690
shares
|
$8.56 Million
0.56% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
14,674
shares
|
$8.55 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
14,661
shares
|
$8.55 Million
2.5% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
14,654
shares
|
$8.54 Million
7.23% of portfolio
|
Q1 2025
Reduced 12.92%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
14,642
shares
|
$8.53 Million
1.3% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
14,638
shares
|
$8.53 Million
0.76% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
First Washington Corp
Seattle, WA |
May 14, 2025 Q1 2025 |
14,633
shares
|
$8.53 Million
3.07% of portfolio
|
Q3 2024
Reduced 38.48%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
14,567
shares
|
$8.49 Million
1.02% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
14,557
shares
|
$8.48 Million
0.29% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
14,538
shares
|
$8.47 Million
0.08% of portfolio
|
Q4 2022
Added 537.35%
|