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 |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
5,493
shares
|
$3.18 Million
0.16% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,486
shares
|
$3.18 Million
0.37% of portfolio
|
Q2 2023
Added 2.85%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
5,477
shares
|
$3.17 Million
0.92% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
5,474
shares
|
$3.17 Million
1.35% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
5,469
shares
|
$3.17 Million
1.37% of portfolio
|
Q1 2025
Reduced 89.23%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
5,461
shares
|
$3.16 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Armstrong Henry H Associates Inc
|
Apr 08, 2025 Q1 2025 |
5,456
shares
|
$3.16 Million
0.3% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
5,444
shares
|
$3.15 Million
0.55% of portfolio
|
Q1 2025
Added 165.69%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
5,437
shares
|
$3.15 Million
0.17% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
5,436
shares
|
$3.15 Million
2.15% of portfolio
|
Q1 2025
Added 74.79%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
5,429
shares
|
$3.14 Million
2.74% of portfolio
|
Q1 2025
Reduced 14.36%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,424
shares
|
$3.14 Million
0.14% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
5,404
shares
|
$3.13 Million
1.24% of portfolio
|
Q1 2025
Reduced 21.73%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
5,388
shares
|
$3.12 Million
1.26% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
5,384
shares
|
$3.12 Million
0.27% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Apr 11, 2025 Q1 2025 |
5,380
shares
|
$3.12 Million
1.4% of portfolio
|
Q3 2024
Reduced 14.26%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
5,378
shares
|
$3.11 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
5,369
shares
|
$3.11 Million
1.32% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
5,355
shares
|
$3.1 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
5,349
shares
|
$3.1 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
5,342
shares
|
$3.09 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
5,342
shares
|
$3.09 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
5,341
shares
|
$3.09 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
5,336
shares
|
$3.09 Million
0.16% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
5,333
shares
|
$3.09 Million
2.28% of portfolio
|
Q4 2024
Reduced 0.97%
|