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 |
|---|---|---|---|---|---|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
10,675
shares
|
$6.22 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
10,669
shares
|
$6.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 83.18%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
10,665
shares
|
$6.22 Million
1.42% of portfolio
|
Q1 2025
Reduced 58.0%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
10,625
shares
|
$6.19 Million
1.08% of portfolio
|
Q3 2023
Reduced 7.85%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
10,614
shares
|
$6.19 Million
5.13% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
10,600
shares
|
$6.18 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
10,578
shares
|
$6.17 Million
0.32% of portfolio
|
Q3 2022
Added 2.36%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
10,572
shares
|
$6.16 Million
1.89% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
10,572
shares
|
$6.16 Million
2.56% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,567
shares
|
$6.16 Million
0.44% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
10,534
shares
|
$6.14 Million
1.46% of portfolio
|
Q1 2025
Added 116.57%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
10,520
shares
|
$6.13 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
10,457
shares
|
$6.09 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
10,441
shares
|
$6.09 Million
0.27% of portfolio
|
Q3 2022
Reduced 3.2%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
May 08, 2025 Q1 2025 |
10,436
shares
|
$6.08 Million
1.23% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
10,435
shares
|
$6.08 Million
3.98% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
10,429
shares
|
$6.08 Million
0.99% of portfolio
|
Q1 2025
Reduced 35.14%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
10,410
shares
|
$6.07 Million
1.77% of portfolio
|
Q1 2025
Added 92.28%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
10,403
shares
|
$6.06 Million
5.13% of portfolio
|
Q2 2024
Added 6.01%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
10,391
shares
|
$6.06 Million
3.11% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
10,382
shares
|
$6.05 Million
1.04% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Hillman CO
|
Apr 25, 2025 Q1 2025 |
10,371
shares
|
$6.04 Million
2.54% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
10,349
shares
|
$6.03 Million
3.76% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
10,346
shares
|
$6.03 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
10,308
shares
|
$6.01 Million
0.88% of portfolio
|
Q1 2025
Added 5.34%
|