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 |
|---|---|---|---|---|---|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
13,886
shares
|
$8.09 Million
1.04% of portfolio
|
Q4 2024
Reduced 31.2%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
13,874
shares
|
$8.09 Million
13.46% of portfolio
|
Q3 2023
Reduced 57.99%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
13,835
shares
|
$8.06 Million
0.04% of portfolio
|
Q1 2025
Added 240.34%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
13,831
shares
|
$8.06 Million
4.41% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
13,804
shares
|
$8.05 Million
8.05% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
13,800
shares
|
$8.04 Million
16.31% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
13,777
shares
|
$8.03 Million
4.46% of portfolio
|
Q1 2025
Reduced 87.01%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
13,722
shares
|
$8 Million
0.75% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
13,711
shares
|
$7.99 Million
3.16% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
|
Washington Capital Management Inc
|
Apr 14, 2025 Q1 2025 |
13,671
shares
|
$7.97 Million
6.38% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
13,669
shares
|
$7.97 Million
1.61% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
May 20, 2025 Q1 2025 |
13,663
shares
|
$7.96 Million
5.0% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Clear Street LLC
|
May 15, 2025 Q1 2025 |
13,662
shares
|
$7.96 Million
0.07% of portfolio
|
Q1 2025
Reduced 99.45%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
13,653
shares
|
$7.96 Million
6.95% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
13,642
shares
|
$7.95 Million
2.75% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
13,630
shares
|
$7.94 Million
7.53% of portfolio
|
Q1 2025
Reduced 45.48%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
13,597
shares
|
$7.93 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
13,519
shares
|
$7.88 Million
0.66% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
13,514
shares
|
$7.88 Million
3.89% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Apr 10, 2025 Q1 2025 |
13,505
shares
|
$7.87 Million
1.99% of portfolio
|
Q1 2025
Added 19.27%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
13,484
shares
|
$7.86 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
13,443
shares
|
$7.84 Million
3.24% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
13,433
shares
|
$7.83 Million
3.12% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
13,424
shares
|
$7.82 Million
0.42% of portfolio
|
Q1 2025
Reduced 41.1%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
13,412
shares
|
$7.82 Million
4.28% of portfolio
|
Q3 2023
Reduced 0.4%
|