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 |
|---|---|---|---|---|---|
|
Pullen Investment Management, LLC
Bradenton, FL |
Apr 16, 2025 Q1 2025 |
6,165
shares
|
$3.57 Million
2.18% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
6,147
shares
|
$3.56 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
6,146
shares
|
$3.56 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
6,143
shares
|
$3.56 Million
0.72% of portfolio
|
Q1 2025
Reduced 73.85%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
6,142
shares
|
$3.56 Million
0.25% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,129
shares
|
$3.55 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
6,117
shares
|
$3.54 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
6,107
shares
|
$3.54 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
6,093
shares
|
$3.53 Million
0.87% of portfolio
|
Q1 2025
Reduced 14.94%
|
|
|
Sky Investment Group LLC
|
Apr 16, 2025 Q1 2025 |
6,089
shares
|
$3.53 Million
0.65% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
6,076
shares
|
$3.52 Million
0.5% of portfolio
|
Q1 2025
Added 28.73%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
6,076
shares
|
$3.52 Million
1.63% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
6,071
shares
|
$3.52 Million
0.29% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,068
shares
|
$3.51 Million
0.41% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
6,068
shares
|
$3.51 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
6,058
shares
|
$3.51 Million
3.31% of portfolio
|
Q1 2025
Reduced 69.46%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
6,048
shares
|
$3.5 Million
1.13% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
6,045
shares
|
$3.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
6,040
shares
|
$3.5 Million
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,035
shares
|
$3.49 Million
0.31% of portfolio
|
Q4 2024
Added 14.04%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
6,033
shares
|
$3.49 Million
0.32% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
6,026
shares
|
$3.49 Million
0.16% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
6,018
shares
|
$3.49 Million
6.45% of portfolio
|
Q2 2023
Reduced 1.96%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
6,017
shares
|
$3.48 Million
1.05% of portfolio
|
Q1 2025
Reduced 25.98%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
6,017
shares
|
$3.48 Million
2.66% of portfolio
|
Q1 2025
Added 1.06%
|