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 $338 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
7,001
shares
|
$4.05 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
6,987
shares
|
$4.05 Million
1.33% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
6,984
shares
|
$4.04 Million
0.34% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
6,971
shares
|
$4.04 Million
1.69% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
6,970
shares
|
$4.04 Million
1.28% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,964
shares
|
$4.03 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
6,963
shares
|
$4.03 Million
2.71% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
6,958
shares
|
$4.03 Million
4.11% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
6,950
shares
|
$4.02 Million
1.77% of portfolio
|
Q1 2025
Reduced 17.98%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
6,948
shares
|
$4.02 Million
0.26% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
6,946
shares
|
$4.02 Million
3.5% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
6,933
shares
|
$4.01 Million
0.17% of portfolio
|
Q1 2025
Reduced 39.15%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
6,914
shares
|
$4 Million
0.96% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
6,912
shares
|
$4 Million
0.45% of portfolio
|
Q1 2025
Added 44.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
6,912
shares
|
$4 Million
1.32% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
May 12, 2025 Q1 2025 |
6,904
shares
|
$4 Million
1.56% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
6,903
shares
|
$4 Million
1.97% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
6,898
shares
|
$3.99 Million
2.53% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
6,897
shares
|
$3.99 Million
0.58% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
6,890
shares
|
$3.99 Million
0.53% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
6,888
shares
|
$3.99 Million
0.24% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
6,888
shares
|
$3.99 Million
0.31% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
6,881
shares
|
$3.98 Million
0.82% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
6,870
shares
|
$3.98 Million
0.31% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
6,857
shares
|
$3.97 Million
2.07% of portfolio
|
Q1 2025
Added 0.07%
|