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 |
|---|---|---|---|---|---|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
9,072
shares
|
$5.29 Million
0.42% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,008
shares
|
$5.25 Million
1.38% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
8,995
shares
|
$5.24 Million
1.66% of portfolio
|
Q1 2025
Added 14.18%
|
|
|
Fir Tree Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
8,991
shares
|
$5.24 Million
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
8,985
shares
|
$5.24 Million
1.49% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
8,968
shares
|
$5.23 Million
2.25% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Apr 17, 2025 Q1 2025 |
8,959
shares
|
$5.22 Million
2.7% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
8,944
shares
|
$5.21 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
8,932
shares
|
$5.21 Million
0.16% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
8,916
shares
|
$5.2 Million
2.79% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
8,915
shares
|
$5.2 Million
1.5% of portfolio
|
Q1 2025
Added 824.79%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
8,838
shares
|
$5.15 Million
2.68% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
8,837
shares
|
$5.15 Million
0.47% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
8,831
shares
|
$5.15 Million
1.73% of portfolio
|
Q1 2025
Added 100.48%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
8,810
shares
|
$5.13 Million
1.76% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
8,805
shares
|
$5.13 Million
0.68% of portfolio
|
Q1 2025
Reduced 40.33%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
8,797
shares
|
$5.13 Million
0.64% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
8,784
shares
|
$5.12 Million
1.94% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
8,780
shares
|
$5.12 Million
2.59% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
8,779
shares
|
$5.12 Million
0.43% of portfolio
|
Q3 2022
Added 18.72%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
8,764
shares
|
$5.11 Million
0.07% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Deltec Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
8,753
shares
|
$5.1 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
8,740
shares
|
$5.09 Million
1.53% of portfolio
|
Q1 2025
Reduced 18.73%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
8,737
shares
|
$5.09 Million
3.95% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
8,736
shares
|
$5.09 Million
1.53% of portfolio
|
Q1 2025
Reduced 3.97%
|