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 |
|---|---|---|---|---|---|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
12,305
shares
|
$7.17 Million
2.59% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
12,299
shares
|
$7.17 Million
0.58% of portfolio
|
Q4 2023
Reduced 2.9%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
12,289
shares
|
$7.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 64.86%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
May 14, 2025 Q1 2025 |
12,204
shares
|
$7.11 Million
1.81% of portfolio
|
Q1 2021
Reduced 5.07%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
12,202
shares
|
$7.11 Million
6.99% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
12,157
shares
|
$7.09 Million
0.16% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Avity Investment Management Inc.
|
Apr 11, 2025 Q1 2025 |
12,121
shares
|
$7.06 Million
0.56% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
12,102
shares
|
$7.05 Million
0.46% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
12,098
shares
|
$7.05 Million
1.41% of portfolio
|
Q1 2025
Reduced 18.46%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
12,073
shares
|
$7.04 Million
3.33% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
12,068
shares
|
$7.03 Million
2.66% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
12,063
shares
|
$7.03 Million
2.17% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
12,057
shares
|
$7.03 Million
3.66% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
12,015
shares
|
$7 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
12,000
shares
|
$6.99 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Moelis Asset Management LP
New York, NY |
Aug 01, 2023 Q2 2023 |
12,000
shares
|
$6.99 Million
100.0% of portfolio
|
Q2 2023
Reduced 17.24%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
11,992
shares
|
$6.99 Million
0.95% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
May 14, 2025 Q1 2025 |
11,989
shares
|
$6.99 Million
1.34% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
11,985
shares
|
$6.99 Million
2.35% of portfolio
|
Q1 2025
Added 84.33%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
11,984
shares
|
$6.98 Million
3.99% of portfolio
|
Q1 2024
New holding
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
11,944
shares
|
$6.96 Million
0.48% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
11,935
shares
|
$6.96 Million
0.38% of portfolio
|
Q3 2022
Reduced 53.41%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
11,922
shares
|
$6.95 Million
4.68% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
11,911
shares
|
$6.94 Million
1.36% of portfolio
|
Q1 2025
Added 79.17%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
11,880
shares
|
$6.92 Million
2.99% of portfolio
|
Q1 2025
Reduced 0.29%
|