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 |
|---|---|---|---|---|---|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
8,106
shares
|
$4.72 Million
1.87% of portfolio
|
Q4 2023
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
8,095
shares
|
$4.72 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
8,087
shares
|
$4.71 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
8,087
shares
|
$4.71 Million
2.83% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
8,068
shares
|
$4.7 Million
3.12% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
8,060
shares
|
$4.7 Million
1.24% of portfolio
|
Q4 2022
Reduced 99.74%
|
|
|
Pictet Bank & Trust LTD
|
Apr 28, 2025 Q1 2025 |
8,060
shares
|
$4.7 Million
5.51% of portfolio
|
Q4 2024
Reduced 27.0%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
8,046
shares
|
$4.69 Million
0.17% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
8,037
shares
|
$4.68 Million
1.25% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
8,019
shares
|
$4.67 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,013
shares
|
$4.67 Million
1.69% of portfolio
|
Q4 2022
Reduced 0.94%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
7,995
shares
|
$4.66 Million
0.01% of portfolio
|
Q1 2025
Added 783.43%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
7,979
shares
|
$4.65 Million
2.35% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
7,950
shares
|
$4.63 Million
5.08% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
7,925
shares
|
$4.62 Million
0.44% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
7,917
shares
|
$4.61 Million
2.05% of portfolio
|
Q1 2025
Added 55.42%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
7,902
shares
|
$4.61 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
7,897
shares
|
$4.6 Million
0.77% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
7,888
shares
|
$4.6 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
7,878
shares
|
$4.59 Million
1.75% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
7,872
shares
|
$4.59 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,868
shares
|
$4.59 Million
1.35% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
7,830
shares
|
$4.56 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
7,823
shares
|
$4.56 Million
3.0% of portfolio
|
Q1 2025
Added 2020.05%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
7,820
shares
|
$4.56 Million
1.17% of portfolio
|
Q1 2025
Reduced 5.99%
|