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 |
|---|---|---|---|---|---|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
11,227
shares
|
$6.54 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
11,201
shares
|
$6.53 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
11,197
shares
|
$6.53 Million
0.82% of portfolio
|
Q1 2025
Added 120.5%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
11,193
shares
|
$6.52 Million
0.94% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
11,187
shares
|
$6.52 Million
3.2% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
May 15, 2025 Q1 2025 |
11,181
shares
|
$6.52 Million
0.95% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
11,164
shares
|
$6.51 Million
1.27% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
11,162
shares
|
$6.51 Million
2.77% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
11,138
shares
|
$6.49 Million
2.88% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
11,129
shares
|
$6.49 Million
1.73% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
11,118
shares
|
$6.48 Million
1.78% of portfolio
|
Q3 2023
Reduced 3.5%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
11,106
shares
|
$6.47 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
11,100
shares
|
$6.47 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
11,086
shares
|
$6.46 Million
1.65% of portfolio
|
Q1 2025
Reduced 30.98%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
11,085
shares
|
$6.46 Million
0.5% of portfolio
|
Q1 2025
Added 21.63%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
11,075
shares
|
$6.46 Million
1.83% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
11,071
shares
|
$6.45 Million
4.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
11,038
shares
|
$6.43 Million
3.62% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
11,014
shares
|
$6.42 Million
3.04% of portfolio
|
Q1 2025
Reduced 17.83%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
10,999
shares
|
$6.41 Million
0.21% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
10,985
shares
|
$6.4 Million
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
10,984
shares
|
$6.4 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
10,980
shares
|
$6.4 Million
0.6% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
10,969
shares
|
$6.39 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,964
shares
|
$6.39 Million
2.31% of portfolio
|
Q3 2023
Added 0.38%
|