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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
12,876
shares
|
$7.5 Million
1.25% of portfolio
|
Q3 2022
Reduced 1.49%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
12,843
shares
|
$7.49 Million
0.23% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Vontobel Asset Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
12,843
shares
|
$7.49 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,832
shares
|
$7.48 Million
0.2% of portfolio
|
Q1 2025
Reduced 29.23%
|
|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
12,790
shares
|
$7.45 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
12,775
shares
|
$7.45 Million
4.97% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
12,725
shares
|
$7.42 Million
0.4% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
12,690
shares
|
$7.4 Million
0.68% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
12,686
shares
|
$7.39 Million
4.45% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
12,672
shares
|
$7.39 Million
2.81% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
12,593
shares
|
$7.34 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
12,578
shares
|
$7.33 Million
2.39% of portfolio
|
Q1 2025
Added 75.03%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
12,573
shares
|
$7.33 Million
3.4% of portfolio
|
Q1 2025
Reduced 47.42%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
12,521
shares
|
$7.3 Million
1.65% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,503
shares
|
$7.29 Million
0.87% of portfolio
|
Q1 2024
Added 1.55%
|
|
|
Scoggin Management LP
New York, NY |
May 15, 2025 Q1 2025 |
12,500
shares
|
$7.29 Million
2.38% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
12,492
shares
|
$7.28 Million
1.84% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
12,475
shares
|
$7.27 Million
7.04% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
12,466
shares
|
$7.27 Million
0.55% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
12,447
shares
|
$7.25 Million
2.18% of portfolio
|
Q4 2023
Reduced 2.77%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
12,442
shares
|
$7.25 Million
0.75% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
12,387
shares
|
$7.22 Million
0.79% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
12,342
shares
|
$7.19 Million
4.29% of portfolio
|
Q1 2025
Added 18.05%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
12,337
shares
|
$7.19 Million
6.61% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
12,310
shares
|
$7.18 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.11%
|