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 |
|---|---|---|---|---|---|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
6,517
shares
|
$3.77 Million
12.42% of portfolio
|
Q3 2023
Reduced 44.46%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
6,512
shares
|
$3.77 Million
0.54% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
6,511
shares
|
$3.77 Million
0.14% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
6,510
shares
|
$3.77 Million
1.01% of portfolio
|
Q1 2025
Added 195.91%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
6,496
shares
|
$3.76 Million
0.51% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
6,493
shares
|
$3.76 Million
1.41% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Bennett Selby Investments LP
|
Apr 14, 2025 Q1 2025 |
6,486
shares
|
$3.76 Million
1.44% of portfolio
|
Q1 2025
Added 41.34%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
6,468
shares
|
$3.75 Million
0.46% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
6,467
shares
|
$3.75 Million
3.13% of portfolio
|
Q1 2025
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
6,466
shares
|
$3.74 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
6,444
shares
|
$3.73 Million
1.82% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
6,437
shares
|
$3.73 Million
0.49% of portfolio
|
Q1 2025
Added 15.71%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
May 15, 2025 Q1 2025 |
6,401
shares
|
$3.71 Million
3.1% of portfolio
|
Q1 2025
New holding
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
6,396
shares
|
$3.7 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
6,379
shares
|
$3.69 Million
3.53% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,378
shares
|
$3.69 Million
0.22% of portfolio
|
Q3 2022
Reduced 21.17%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
6,375
shares
|
$3.69 Million
1.01% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
6,361
shares
|
$3.68 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
6,334
shares
|
$3.67 Million
2.52% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
6,334
shares
|
$3.67 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
6,333
shares
|
$3.67 Million
0.23% of portfolio
|
Q1 2025
Added 201.14%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
6,328
shares
|
$3.66 Million
1.61% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
6,325
shares
|
$3.66 Million
3.34% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
6,319
shares
|
$3.66 Million
0.79% of portfolio
|
Q1 2025
Added 443.8%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
6,318
shares
|
$3.66 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.64%
|