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 |
|---|---|---|---|---|---|
|
Wallington Asset Management, LLC
|
May 09, 2025 Q1 2025 |
5,203
shares
|
$3.01 Million
0.48% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
5,203
shares
|
$3.01 Million
0.25% of portfolio
|
Q3 2024
Added 36.35%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
5,193
shares
|
$3.01 Million
1.63% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
5,191
shares
|
$3.01 Million
0.26% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
5,181
shares
|
$3 Million
0.5% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
5,175
shares
|
$3 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
5,168
shares
|
$2.99 Million
1.16% of portfolio
|
Q2 2024
Reduced 4.31%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
5,168
shares
|
$2.99 Million
2.64% of portfolio
|
Q1 2025
New holding
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
5,159
shares
|
$2.99 Million
0.19% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
5,158
shares
|
$2.99 Million
0.61% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
5,143
shares
|
$2.98 Million
0.73% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
5,143
shares
|
$2.98 Million
0.11% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
5,142
shares
|
$2.98 Million
0.45% of portfolio
|
Q1 2025
Added 32.63%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
5,135
shares
|
$2.97 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
5,134
shares
|
$2.97 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
5,115
shares
|
$2.96 Million
1.24% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
5,114
shares
|
$2.96 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
5,111
shares
|
$2.96 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
5,109
shares
|
$2.96 Million
1.81% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
5,098
shares
|
$2.95 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
5,087
shares
|
$2.95 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
5,087
shares
|
$2.95 Million
0.67% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
5,086
shares
|
$2.95 Million
0.15% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
5,084
shares
|
$2.94 Million
1.03% of portfolio
|
Q1 2025
Added 16.71%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
5,083
shares
|
$2.94 Million
0.55% of portfolio
|
Q4 2024
New holding
|