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 |
|---|---|---|---|---|---|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
10,943
shares
|
$6.38 Million
2.74% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
10,936
shares
|
$6.37 Million
2.07% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,910
shares
|
$6.36 Million
0.27% of portfolio
|
Q3 2022
Added 68.91%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
10,910
shares
|
$6.36 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
10,908
shares
|
$6.36 Million
0.26% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
10,904
shares
|
$6.36 Million
0.74% of portfolio
|
Q1 2025
Reduced 85.92%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
10,895
shares
|
$6.35 Million
3.01% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
10,870
shares
|
$6.34 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
10,868
shares
|
$6.33 Million
2.68% of portfolio
|
Q2 2022
Reduced 0.43%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
10,853
shares
|
$6.33 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Tl Private Wealth
|
Apr 09, 2025 Q1 2025 |
10,839
shares
|
$6.32 Million
2.75% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
10,838
shares
|
$6.32 Million
0.73% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Meketa Investment Group Inc /Adv
Westwood, MA |
May 14, 2025 Q1 2025 |
10,828
shares
|
$6.31 Million
4.16% of portfolio
|
Q1 2025
Added 95.91%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
10,804
shares
|
$6.3 Million
1.78% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
10,797
shares
|
$6.29 Million
0.77% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
10,792
shares
|
$6.29 Million
0.6% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
10,787
shares
|
$6.29 Million
0.26% of portfolio
|
Q1 2025
Reduced 72.28%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
10,764
shares
|
$6.27 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
10,755
shares
|
$6.27 Million
4.37% of portfolio
|
Q1 2025
Reduced 84.71%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
10,742
shares
|
$6.26 Million
3.96% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
10,732
shares
|
$6.26 Million
1.25% of portfolio
|
Q1 2025
Reduced 65.77%
|
|
|
Stairway Partners, LLC
|
Apr 07, 2025 Q1 2025 |
10,725
shares
|
$6.25 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
10,721
shares
|
$6.25 Million
4.41% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
10,687
shares
|
$6.23 Million
1.0% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
10,680
shares
|
$6.22 Million
5.18% of portfolio
|
Q1 2025
Reduced 4.23%
|