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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
9,981
shares
|
$5.82 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
9,976
shares
|
$5.81 Million
3.03% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
9,939
shares
|
$5.79 Million
2.33% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
9,928
shares
|
$5.79 Million
2.01% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
9,921
shares
|
$5.78 Million
5.36% of portfolio
|
Q1 2025
Reduced 34.11%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
9,909
shares
|
$5.78 Million
4.86% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
9,852
shares
|
$5.74 Million
1.14% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
9,844
shares
|
$5.74 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
9,833
shares
|
$5.73 Million
0.97% of portfolio
|
Q1 2024
Added 203.49%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
9,826
shares
|
$5.73 Million
1.95% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
9,824
shares
|
$5.73 Million
4.97% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
9,790
shares
|
$5.71 Million
2.26% of portfolio
|
Q1 2025
Added 13.01%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
9,785
shares
|
$5.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 48.61%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
9,780
shares
|
$5.7 Million
3.28% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
9,766
shares
|
$5.69 Million
0.53% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
9,750
shares
|
$5.68 Million
4.08% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
9,743
shares
|
$5.68 Million
2.07% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
9,735
shares
|
$5.67 Million
2.34% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
9,724
shares
|
$5.67 Million
2.65% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
9,717
shares
|
$5.66 Million
0.71% of portfolio
|
Q1 2025
Added 222.82%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
9,711
shares
|
$5.66 Million
2.32% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
9,705
shares
|
$5.66 Million
5.54% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
9,704
shares
|
$5.66 Million
3.78% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
9,690
shares
|
$5.65 Million
0.71% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
9,666
shares
|
$5.63 Million
3.38% of portfolio
|
Q1 2025
Reduced 71.43%
|