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 Alpha Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
8,386
shares
|
$4.89 Million
3.94% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
8,366
shares
|
$4.88 Million
1.93% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Alpine Global Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,344
shares
|
$4.86 Million
1.77% of portfolio
|
Q1 2025
Added 107.0%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
8,341
shares
|
$4.86 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
8,333
shares
|
$4.86 Million
0.3% of portfolio
|
Q1 2025
Added 66.66%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
8,332
shares
|
$4.86 Million
2.13% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Apr 30, 2025 Q1 2025 |
8,329
shares
|
$4.85 Million
2.39% of portfolio
|
Q1 2025
Added 40.27%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
8,316
shares
|
$4.85 Million
1.02% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
8,306
shares
|
$4.84 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
8,294
shares
|
$4.83 Million
3.71% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,292
shares
|
$4.83 Million
1.01% of portfolio
|
Q1 2025
Added 153.5%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
8,264
shares
|
$4.82 Million
2.02% of portfolio
|
Q1 2025
Reduced 38.53%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
8,262
shares
|
$4.82 Million
1.86% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
8,248
shares
|
$4.81 Million
0.3% of portfolio
|
Q1 2025
Added 328.91%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
8,242
shares
|
$4.8 Million
2.11% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
May 12, 2025 Q1 2025 |
8,237
shares
|
$4.8 Million
4.57% of portfolio
|
Q1 2025
Added 244.5%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
8,231
shares
|
$4.8 Million
3.94% of portfolio
|
Q1 2025
Reduced 22.1%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
8,227
shares
|
$4.8 Million
2.77% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
8,223
shares
|
$4.79 Million
0.21% of portfolio
|
Q1 2025
Added 23.62%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
8,216
shares
|
$4.79 Million
4.62% of portfolio
|
Q3 2023
Reduced 2.7%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
8,197
shares
|
$4.78 Million
3.9% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
8,165
shares
|
$4.76 Million
4.95% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
8,148
shares
|
$4.75 Million
2.75% of portfolio
|
Q4 2023
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
8,134
shares
|
$4.74 Million
0.91% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
8,120
shares
|
$4.73 Million
0.22% of portfolio
|
Q1 2025
Added 14.24%
|