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 |
|---|---|---|---|---|---|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
7,820
shares
|
$4.56 Million
0.63% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
7,806
shares
|
$4.55 Million
2.19% of portfolio
|
Q1 2023
Reduced 16.85%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
7,762
shares
|
$4.52 Million
1.67% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Little House Capital LLC
Braintree, MA |
Apr 24, 2025 Q1 2025 |
7,758
shares
|
$4.52 Million
1.25% of portfolio
|
Q1 2025
Reduced 64.33%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
7,754
shares
|
$4.52 Million
2.45% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
7,741
shares
|
$4.51 Million
2.57% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
7,738
shares
|
$4.51 Million
0.68% of portfolio
|
Q1 2025
Reduced 55.65%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
7,736
shares
|
$4.51 Million
3.33% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
7,735
shares
|
$4.51 Million
2.89% of portfolio
|
Q4 2024
New holding
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
7,732
shares
|
$4.51 Million
1.78% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
7,732
shares
|
$4.51 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
7,707
shares
|
$4.49 Million
2.17% of portfolio
|
Q1 2025
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
7,704
shares
|
$4.49 Million
0.99% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
7,700
shares
|
$4.49 Million
0.44% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
7,651
shares
|
$4.46 Million
2.93% of portfolio
|
Q1 2025
Added 37.76%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
7,646
shares
|
$4.46 Million
0.38% of portfolio
|
Q1 2025
Added 17.27%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
7,646
shares
|
$4.46 Million
1.49% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
7,636
shares
|
$4.45 Million
1.84% of portfolio
|
Q1 2025
Added 1121.76%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
7,634
shares
|
$4.45 Million
0.47% of portfolio
|
Q1 2025
Reduced 28.18%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
7,630
shares
|
$4.45 Million
2.65% of portfolio
|
Q1 2025
Added 14.22%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
7,608
shares
|
$4.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
7,593
shares
|
$4.43 Million
0.8% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,590
shares
|
$4.42 Million
0.32% of portfolio
|
Q1 2025
Added 18.28%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,576
shares
|
$4.42 Million
0.99% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
7,559
shares
|
$4.41 Million
5.57% of portfolio
|
Q1 2025
Reduced 43.16%
|