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 |
|---|---|---|---|---|---|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
6,851
shares
|
$3.97 Million
0.37% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
6,851
shares
|
$3.97 Million
3.04% of portfolio
|
Q1 2025
Reduced 20.06%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,850
shares
|
$3.97 Million
2.17% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
6,847
shares
|
$3.97 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,830
shares
|
$3.96 Million
0.47% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
6,826
shares
|
$3.95 Million
0.94% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
6,826
shares
|
$3.95 Million
3.43% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
6,821
shares
|
$3.95 Million
1.82% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
6,816
shares
|
$3.95 Million
1.66% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
6,811
shares
|
$3.94 Million
1.65% of portfolio
|
Q1 2023
Reduced 0.44%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
6,809
shares
|
$3.94 Million
0.36% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,807
shares
|
$3.94 Million
0.85% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Ironclad Investments LLC
Maitland, FL |
May 15, 2025 Q1 2025 |
6,805
shares
|
$3.94 Million
2.14% of portfolio
|
Q1 2024
Reduced 59.01%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
6,778
shares
|
$3.93 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
May 09, 2025 Q1 2025 |
6,771
shares
|
$3.92 Million
1.29% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
6,766
shares
|
$3.92 Million
2.38% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
6,752
shares
|
$3.91 Million
0.23% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
6,738
shares
|
$3.9 Million
0.85% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
6,736
shares
|
$3.9 Million
0.48% of portfolio
|
Q1 2025
Reduced 28.07%
|
|
|
Edge Wealth Management LLC
|
Apr 10, 2025 Q1 2025 |
6,733
shares
|
$3.9 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Metlife Inc
New York, NY |
May 14, 2025 Q1 2025 |
6,724
shares
|
$3.89 Million
38.93% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Strategic Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
6,720
shares
|
$3.89 Million
1.51% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,717
shares
|
$3.89 Million
0.57% of portfolio
|
Q4 2024
Added 17.55%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
6,694
shares
|
$3.88 Million
0.28% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
6,683
shares
|
$3.87 Million
1.05% of portfolio
|
Q1 2025
Added 5.21%
|