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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
5,710
shares
|
$3.31 Million
0.6% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
5,703
shares
|
$3.3 Million
1.21% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
5,700
shares
|
$3.3 Million
0.54% of portfolio
|
Q4 2023
Reduced 59.62%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
5,681
shares
|
$3.29 Million
0.57% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
May 14, 2025 Q1 2025 |
5,660
shares
|
$3.28 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
5,653
shares
|
$3.27 Million
0.4% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
5,651
shares
|
$3.27 Million
0.2% of portfolio
|
Q4 2023
Added 6.12%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
5,647
shares
|
$3.27 Million
0.19% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,644
shares
|
$3.27 Million
0.29% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Parisi Gray Wealth Management
|
Apr 14, 2025 Q1 2025 |
5,635
shares
|
$3.26 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
5,613
shares
|
$3.25 Million
2.31% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
5,598
shares
|
$3.24 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
5,581
shares
|
$3.23 Million
0.41% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,576
shares
|
$3.23 Million
0.4% of portfolio
|
Q4 2022
Added 14.29%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
5,547
shares
|
$3.21 Million
1.8% of portfolio
|
Q1 2025
Added 21.81%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,545
shares
|
$3.21 Million
0.15% of portfolio
|
Q2 2022
Added 6.43%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
5,540
shares
|
$3.21 Million
1.65% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Meketa Capital, LLC
Westwood, MA |
Feb 14, 2025 Q4 2024 |
5,527
shares
|
$3.2 Million
7.26% of portfolio
|
Q4 2024
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
5,526
shares
|
$3.2 Million
0.89% of portfolio
|
Q1 2025
Added 178.81%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
5,525
shares
|
$3.2 Million
0.82% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
5,511
shares
|
$3.19 Million
0.4% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
5,503
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
5,495
shares
|
$3.18 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
5,494
shares
|
$3.18 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
5,493
shares
|
$3.18 Million
1.86% of portfolio
|
Q1 2025
Added 2.25%
|