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 |
|---|---|---|---|---|---|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
13,410
shares
|
$7.82 Million
1.1% of portfolio
|
Q4 2023
Reduced 3.94%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
13,404
shares
|
$7.81 Million
0.51% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
13,403
shares
|
$7.81 Million
5.93% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
May 20, 2025 Q1 2025 |
13,400
shares
|
$7.81 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
13,375
shares
|
$7.8 Million
0.61% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,356
shares
|
$7.78 Million
1.88% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
13,349
shares
|
$7.78 Million
3.85% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
13,334
shares
|
$7.77 Million
0.38% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
13,331
shares
|
$7.77 Million
2.12% of portfolio
|
Q1 2025
Added 26.58%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
13,323
shares
|
$7.77 Million
0.61% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
13,311
shares
|
$7.76 Million
0.68% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
13,223
shares
|
$7.71 Million
2.03% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
13,190
shares
|
$7.69 Million
4.39% of portfolio
|
Q2 2024
Reduced 31.53%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
13,114
shares
|
$7.64 Million
0.3% of portfolio
|
Q3 2022
Added 2.9%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
13,091
shares
|
$7.63 Million
1.56% of portfolio
|
Q1 2025
Added 34.07%
|
|
|
Sitrin Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
13,079
shares
|
$7.62 Million
4.2% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
13,040
shares
|
$7.6 Million
0.31% of portfolio
|
Q1 2025
Reduced 96.54%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
13,029
shares
|
$7.59 Million
2.34% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
13,020
shares
|
$7.59 Million
2.08% of portfolio
|
Q1 2025
Reduced 50.1%
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
12,985
shares
|
$7.57 Million
4.42% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
12,967
shares
|
$7.56 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
12,939
shares
|
$7.54 Million
0.69% of portfolio
|
Q1 2025
Added 16.37%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
12,937
shares
|
$7.54 Million
0.58% of portfolio
|
Q2 2022
Added 19.89%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
12,894
shares
|
$7.52 Million
3.84% of portfolio
|
Q2 2024
Reduced 7.16%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
12,881
shares
|
$7.51 Million
6.27% of portfolio
|
Q1 2025
Added 94.67%
|