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 5,060 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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,659
shares
|
$5.63 Million
1.22% of portfolio
|
Q1 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,654
shares
|
$5.63 Million
1.01% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
9,645
shares
|
$5.62 Million
0.28% of portfolio
|
Q4 2022
Added 3.12%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
9,617
shares
|
$5.61 Million
0.7% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Kearns & Associates LLC
|
May 15, 2025 Q1 2025 |
9,610
shares
|
$5.6 Million
3.49% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Orca Investment Management, LLC
|
May 07, 2025 Q1 2025 |
9,594
shares
|
$5.59 Million
5.45% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
9,571
shares
|
$5.58 Million
1.72% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Herbst Group, LLC
Westport, CT |
Apr 11, 2025 Q1 2025 |
9,551
shares
|
$5.57 Million
4.03% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
9,523
shares
|
$5.55 Million
0.27% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
9,505
shares
|
$5.54 Million
0.31% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
9,501
shares
|
$5.54 Million
2.27% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
9,499
shares
|
$5.54 Million
2.53% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
9,451
shares
|
$5.51 Million
8.56% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
9,446
shares
|
$5.51 Million
1.48% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
9,435
shares
|
$5.5 Million
4.31% of portfolio
|
Q4 2024
New holding
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
May 06, 2025 Q1 2025 |
9,398
shares
|
$5.48 Million
3.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
9,395
shares
|
$5.48 Million
1.26% of portfolio
|
Q2 2022
Added 0.13%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
9,392
shares
|
$5.47 Million
4.05% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
9,391
shares
|
$5.47 Million
2.73% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
9,383
shares
|
$5.47 Million
1.09% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
9,360
shares
|
$5.46 Million
1.55% of portfolio
|
Q1 2025
Added 23.11%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
9,349
shares
|
$5.45 Million
1.73% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,349
shares
|
$5.45 Million
2.11% of portfolio
|
Q4 2022
Reduced 10.56%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
9,333
shares
|
$5.44 Million
2.93% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
9,317
shares
|
$5.43 Million
2.64% of portfolio
|
Q1 2025
Reduced 5.85%
|