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 |
|---|---|---|---|---|---|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
11,520
shares
|
$6.71 Million
5.83% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,514
shares
|
$6.71 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
11,500
shares
|
$6.7 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
11,486
shares
|
$6.69 Million
2.66% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
11,445
shares
|
$6.67 Million
0.18% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
11,441
shares
|
$6.67 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
11,398
shares
|
$6.64 Million
0.54% of portfolio
|
Q1 2025
Reduced 26.93%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
11,362
shares
|
$6.62 Million
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Apr 28, 2025 Q1 2025 |
11,354
shares
|
$6.62 Million
5.26% of portfolio
|
Q1 2025
Reduced 26.99%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
11,331
shares
|
$6.6 Million
3.23% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
11,329
shares
|
$6.6 Million
1.4% of portfolio
|
Q1 2025
Added 19.87%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
11,326
shares
|
$6.6 Million
1.37% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
11,322
shares
|
$6.6 Million
1.89% of portfolio
|
Q1 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,296
shares
|
$6.58 Million
0.55% of portfolio
|
Q1 2025
Reduced 24.44%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
11,292
shares
|
$6.58 Million
1.02% of portfolio
|
Q1 2025
Added 35.77%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
11,285
shares
|
$6.58 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
11,275
shares
|
$6.57 Million
2.26% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
11,274
shares
|
$6.57 Million
4.58% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
11,269
shares
|
$6.57 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
11,269
shares
|
$6.57 Million
5.06% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
11,266
shares
|
$6.57 Million
1.7% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,263
shares
|
$6.56 Million
3.35% of portfolio
|
Q1 2025
Added 453.46%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
11,250
shares
|
$6.56 Million
0.71% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,244
shares
|
$6.55 Million
0.66% of portfolio
|
Q3 2023
Reduced 1.88%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
11,238
shares
|
$6.55 Million
0.94% of portfolio
|
Q3 2023
Reduced 5.8%
|