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 |
|---|---|---|---|---|---|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
8,726
shares
|
$5.09 Million
0.57% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
8,699
shares
|
$5.07 Million
1.16% of portfolio
|
Q1 2025
Reduced 26.52%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
8,695
shares
|
$5.07 Million
2.08% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
8,677
shares
|
$5.06 Million
2.98% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Baron Wealth Management LLC
Troy, MI |
May 14, 2025 Q1 2025 |
8,663
shares
|
$5.05 Million
2.13% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
8,660
shares
|
$5.05 Million
4.89% of portfolio
|
Q3 2023
Reduced 25.86%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
8,656
shares
|
$5.05 Million
0.69% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
8,648
shares
|
$5.04 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
8,648
shares
|
$5.04 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
8,632
shares
|
$5.03 Million
1.07% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
8,631
shares
|
$5.03 Million
0.53% of portfolio
|
Q1 2025
Added 20.11%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
8,614
shares
|
$5.02 Million
1.64% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
8,606
shares
|
$5.02 Million
1.01% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
8,595
shares
|
$5.01 Million
0.61% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
8,587
shares
|
$5.01 Million
3.75% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
8,553
shares
|
$4.99 Million
2.35% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
8,551
shares
|
$4.98 Million
2.47% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
8,534
shares
|
$4.97 Million
2.41% of portfolio
|
Q1 2025
Added 48.01%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
8,470
shares
|
$4.94 Million
2.46% of portfolio
|
Q1 2025
Added 223.78%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
8,469
shares
|
$4.94 Million
2.61% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
8,462
shares
|
$4.93 Million
0.97% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
8,447
shares
|
$4.92 Million
1.65% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
8,445
shares
|
$4.92 Million
0.94% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
8,444
shares
|
$4.92 Million
1.65% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Oribel Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
8,400
shares
|
$4.9 Million
0.2% of portfolio
|
Q1 2025
Added 41.18%
|