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 |
|---|---|---|---|---|---|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
5,887
shares
|
$3.41 Million
1.59% of portfolio
|
Q1 2025
Added 13.98%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
5,884
shares
|
$3.41 Million
1.82% of portfolio
|
Q1 2025
Reduced 30.35%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
5,880
shares
|
$3.41 Million
1.07% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
5,877
shares
|
$3.4 Million
0.35% of portfolio
|
Q1 2025
Added 16.98%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
5,864
shares
|
$3.4 Million
1.07% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
5,862
shares
|
$3.39 Million
0.96% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
5,855
shares
|
$3.39 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
5,844
shares
|
$3.38 Million
1.65% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,830
shares
|
$3.38 Million
1.52% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
5,825
shares
|
$3.37 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
5,815
shares
|
$3.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 34.19%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
5,812
shares
|
$3.37 Million
0.64% of portfolio
|
Q1 2025
Reduced 19.14%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
5,807
shares
|
$3.36 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
5,803
shares
|
$3.36 Million
0.61% of portfolio
|
Q1 2025
Added 14.28%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
5,793
shares
|
$3.35 Million
1.11% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,785
shares
|
$3.35 Million
0.86% of portfolio
|
Q3 2024
Reduced 51.0%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
5,769
shares
|
$3.34 Million
0.81% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
5,768
shares
|
$3.34 Million
0.69% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
5,764
shares
|
$3.34 Million
1.36% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
5,749
shares
|
$3.33 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
5,741
shares
|
$3.32 Million
0.93% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
5,740
shares
|
$3.32 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
5,729
shares
|
$3.32 Million
1.09% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Todd Asset Management LLC
|
May 12, 2025 Q1 2025 |
5,725
shares
|
$3.32 Million
0.08% of portfolio
|
Q1 2025
Reduced 28.59%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,716
shares
|
$3.31 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.68%
|