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 |
|---|---|---|---|---|---|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
5,332
shares
|
$3.09 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
5,325
shares
|
$3.08 Million
1.15% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,324
shares
|
$3.08 Million
11.65% of portfolio
|
Q3 2024
Reduced 46.18%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
5,319
shares
|
$3.08 Million
1.23% of portfolio
|
Q2 2023
Reduced 12.1%
|
|
|
Eagle Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,318
shares
|
$3.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 96.17%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
5,311
shares
|
$3.08 Million
0.12% of portfolio
|
Q1 2025
Reduced 46.56%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 14, 2025 Q1 2025 |
5,309
shares
|
$3.07 Million
1.82% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
5,303
shares
|
$3.07 Million
0.54% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Yost Capital Management, LP
Fort Worth, TX |
May 14, 2025 Q1 2025 |
5,300
shares
|
$3.07 Million
9.78% of portfolio
|
Q1 2025
Reduced 72.68%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
5,298
shares
|
$3.07 Million
0.2% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
5,287
shares
|
$3.06 Million
0.51% of portfolio
|
Q1 2025
Added 51.23%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
May 12, 2025 Q1 2025 |
5,284
shares
|
$3.06 Million
1.55% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Epiq Partners, LLC
|
Apr 11, 2025 Q1 2025 |
5,270
shares
|
$3.05 Million
1.86% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
5,255
shares
|
$3.04 Million
0.59% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Evergreen Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,253
shares
|
$3.04 Million
0.82% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
5,245
shares
|
$3.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 34.31%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
5,239
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 88.26%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
5,237
shares
|
$3.03 Million
0.36% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
5,236
shares
|
$3.03 Million
3.29% of portfolio
|
Q1 2025
Added 111.3%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
5,229
shares
|
$3.03 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
5,225
shares
|
$3.03 Million
2.39% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
5,214
shares
|
$3.02 Million
1.1% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
5,214
shares
|
$3.02 Million
0.25% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
5,213
shares
|
$3.02 Million
1.68% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
5,213
shares
|
$3.02 Million
0.51% of portfolio
|
Q1 2025
Reduced 14.5%
|