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 |
|---|---|---|---|---|---|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
7,552
shares
|
$4.4 Million
1.07% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
7,531
shares
|
$4.39 Million
2.3% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
7,526
shares
|
$4.39 Million
1.63% of portfolio
|
Q1 2025
Added 474.94%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
7,520
shares
|
$4.38 Million
1.12% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
7,505
shares
|
$4.37 Million
1.51% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Orvieto Partners, L.P.
Boston, MA |
May 15, 2025 Q1 2025 |
7,500
shares
|
$4.37 Million
3.68% of portfolio
|
Q1 2025
New holding
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
7,471
shares
|
$4.35 Million
0.54% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
7,470
shares
|
$4.35 Million
0.84% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
7,470
shares
|
$4.35 Million
2.46% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
7,456
shares
|
$4.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 52.0%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
7,449
shares
|
$4.34 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,435
shares
|
$4.33 Million
1.94% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
7,435
shares
|
$4.33 Million
0.51% of portfolio
|
Q1 2025
Reduced 60.6%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
7,428
shares
|
$4.33 Million
1.59% of portfolio
|
Q1 2025
Reduced 39.66%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
7,422
shares
|
$4.33 Million
2.89% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
7,395
shares
|
$4.31 Million
3.87% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
7,368
shares
|
$4.29 Million
1.77% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
7,361
shares
|
$4.29 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
7,348
shares
|
$4.28 Million
2.62% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
7,326
shares
|
$4.27 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
7,320
shares
|
$4.27 Million
0.63% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
7,289
shares
|
$4.25 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Two Point Capital Management, Inc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
7,287
shares
|
$4.25 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
7,264
shares
|
$4.23 Million
1.68% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
7,258
shares
|
$4.23 Million
0.32% of portfolio
|
Q1 2025
Reduced 5.12%
|