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 |
|---|---|---|---|---|---|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
10,306
shares
|
$6.01 Million
2.77% of portfolio
|
Q1 2025
Added 72.14%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
10,306
shares
|
$6.01 Million
3.85% of portfolio
|
Q1 2025
Reduced 24.35%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
10,281
shares
|
$5.99 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
10,245
shares
|
$5.97 Million
3.55% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
10,221
shares
|
$5.96 Million
0.49% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
10,183
shares
|
$5.94 Million
3.54% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
10,174
shares
|
$5.93 Million
1.49% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
10,145
shares
|
$5.91 Million
0.4% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
May 12, 2025 Q1 2025 |
10,143
shares
|
$5.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 84.82%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
10,130
shares
|
$5.9 Million
0.01% of portfolio
|
Q1 2025
Added 142.69%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
May 13, 2025 Q1 2025 |
10,130
shares
|
$5.9 Million
5.3% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
10,117
shares
|
$5.9 Million
3.94% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
10,101
shares
|
$5.89 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
10,094
shares
|
$5.88 Million
3.89% of portfolio
|
Q1 2025
Added 36.41%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
10,079
shares
|
$5.87 Million
0.48% of portfolio
|
Q1 2025
Reduced 22.02%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
10,073
shares
|
$5.87 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
10,055
shares
|
$5.86 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
10,019
shares
|
$5.84 Million
6.2% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
10,009
shares
|
$5.83 Million
2.09% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
10,004
shares
|
$5.83 Million
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
10,000
shares
|
$5.83 Million
0.9% of portfolio
|
Q4 2023
Added 196.21%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
10,000
shares
|
$5.83 Million
1.4% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
9,996
shares
|
$5.83 Million
0.38% of portfolio
|
Q1 2025
Added 37.8%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
9,991
shares
|
$5.82 Million
0.37% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
9,983
shares
|
$5.82 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.18%
|