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 |
|---|---|---|---|---|---|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
4,776
shares
|
$2.77 Million
2.62% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
4,776
shares
|
$2.77 Million
0.55% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,774
shares
|
$2.76 Million
0.7% of portfolio
|
Q2 2022
Reduced 2.41%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
4,773
shares
|
$2.76 Million
0.41% of portfolio
|
Q1 2025
Reduced 19.81%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
4,772
shares
|
$2.76 Million
1.0% of portfolio
|
Q1 2025
Reduced 23.07%
|
|
|
Greenfield Savings Bank
|
Apr 10, 2025 Q1 2025 |
4,757
shares
|
$2.75 Million
1.31% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
4,755
shares
|
$2.75 Million
0.07% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
4,754
shares
|
$2.75 Million
0.43% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
4,749
shares
|
$2.75 Million
1.99% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
4,746
shares
|
$2.75 Million
1.74% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
4,737
shares
|
$2.74 Million
0.45% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
4,735
shares
|
$2.74 Million
0.71% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
4,728
shares
|
$2.74 Million
0.56% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
4,714
shares
|
$2.73 Million
0.5% of portfolio
|
Q1 2025
Reduced 68.0%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
4,713
shares
|
$2.73 Million
1.82% of portfolio
|
Q1 2025
Reduced 68.06%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
4,706
shares
|
$2.73 Million
0.37% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
4,706
shares
|
$2.73 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
4,704
shares
|
$2.72 Million
1.63% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
4,703
shares
|
$2.72 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,698
shares
|
$2.72 Million
0.46% of portfolio
|
Q4 2024
Added 24.98%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
4,690
shares
|
$2.72 Million
1.33% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
4,679
shares
|
$2.71 Million
2.25% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
4,672
shares
|
$2.71 Million
4.09% of portfolio
|
Q3 2022
Reduced 48.73%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
4,671
shares
|
$2.71 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
4,671
shares
|
$2.71 Million
0.54% of portfolio
|
Q1 2024
New holding
|