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 |
|---|---|---|---|---|---|
|
Stephenson & Company, Inc.
San Clemente, CA |
May 07, 2025 Q1 2025 |
6,303
shares
|
$3.65 Million
2.29% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
6,298
shares
|
$3.65 Million
0.44% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
6,292
shares
|
$3.64 Million
0.44% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
6,289
shares
|
$3.64 Million
0.67% of portfolio
|
Q1 2025
Added 237.57%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
6,285
shares
|
$3.64 Million
0.21% of portfolio
|
Q1 2025
Reduced 36.78%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
6,281
shares
|
$3.64 Million
0.26% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
6,278
shares
|
$3.64 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Northside Capital Management, LLC
|
Apr 10, 2025 Q1 2025 |
6,272
shares
|
$3.63 Million
0.57% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,272
shares
|
$3.63 Million
0.03% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
6,255
shares
|
$3.62 Million
3.96% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
6,246
shares
|
$3.62 Million
0.33% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
6,245
shares
|
$3.62 Million
2.36% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
6,235
shares
|
$3.61 Million
1.43% of portfolio
|
Q1 2023
Added 4.18%
|
|
|
F&V Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
6,226
shares
|
$3.61 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
6,218
shares
|
$3.6 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
6,209
shares
|
$3.6 Million
0.81% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
6,206
shares
|
$3.59 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,202
shares
|
$3.59 Million
0.53% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
6,201
shares
|
$3.59 Million
1.72% of portfolio
|
Q1 2024
Added 10.57%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
6,196
shares
|
$3.59 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
6,189
shares
|
$3.58 Million
1.52% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
6,186
shares
|
$3.58 Million
0.51% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
6,182
shares
|
$3.58 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
6,168
shares
|
$3.57 Million
0.91% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
6,168
shares
|
$3.57 Million
1.55% of portfolio
|
Q3 2024
Added 7.16%
|