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 |
|---|---|---|---|---|---|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
6,680
shares
|
$3.87 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
6,672
shares
|
$3.86 Million
0.04% of portfolio
|
Q1 2025
Reduced 99.17%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,668
shares
|
$3.86 Million
0.04% of portfolio
|
Q2 2022
Reduced 25.18%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
6,666
shares
|
$3.86 Million
0.78% of portfolio
|
Q2 2022
Reduced 5.1%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
6,655
shares
|
$3.85 Million
0.83% of portfolio
|
Q4 2024
Added 42.96%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
6,642
shares
|
$3.85 Million
2.0% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
6,640
shares
|
$3.85 Million
0.82% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
6,624
shares
|
$3.84 Million
0.51% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Apr 10, 2025 Q1 2025 |
6,623
shares
|
$3.84 Million
3.74% of portfolio
|
Q1 2025
Reduced 17.37%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
6,606
shares
|
$3.83 Million
1.92% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Home Federal Bank Of Tennessee
|
Apr 15, 2025 Q1 2025 |
6,602
shares
|
$3.82 Million
1.11% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
6,602
shares
|
$3.82 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
6,601
shares
|
$3.82 Million
1.45% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
6,599
shares
|
$3.82 Million
2.06% of portfolio
|
Q1 2025
Added 194.47%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
6,599
shares
|
$3.82 Million
0.53% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
6,597
shares
|
$3.82 Million
0.1% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
6,597
shares
|
$3.82 Million
0.52% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
6,596
shares
|
$3.82 Million
0.53% of portfolio
|
Q1 2025
Reduced 36.09%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
6,593
shares
|
$3.82 Million
0.63% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Arch Point Investors
Coral Gables, FL |
May 15, 2025 Q1 2025 |
6,579
shares
|
$3.81 Million
1.31% of portfolio
|
Q1 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
6,565
shares
|
$3.8 Million
2.05% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
6,555
shares
|
$3.8 Million
1.17% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Apr 29, 2025 Q1 2025 |
6,542
shares
|
$3.79 Million
0.23% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
6,537
shares
|
$3.79 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
6,517
shares
|
$3.77 Million
0.62% of portfolio
|
Q3 2023
Reduced 1.5%
|