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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
4,671
shares
|
$2.71 Million
1.01% of portfolio
|
Q1 2025
Added 241.2%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
4,670
shares
|
$2.7 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
4,666
shares
|
$2.7 Million
0.57% of portfolio
|
Q1 2025
Added 70.29%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
4,664
shares
|
$2.7 Million
6.25% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,649
shares
|
$2.69 Million
1.05% of portfolio
|
Q1 2025
Reduced 25.65%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
4,645
shares
|
$2.69 Million
0.41% of portfolio
|
Q1 2025
Added 27.93%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,633
shares
|
$2.68 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
4,624
shares
|
$2.68 Million
0.18% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Apr 15, 2025 Q1 2025 |
4,616
shares
|
$2.67 Million
1.93% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
4,612
shares
|
$2.67 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
4,611
shares
|
$2.67 Million
0.73% of portfolio
|
Q1 2023
Reduced 1.2%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
4,610
shares
|
$2.67 Million
0.3% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
4,608
shares
|
$2.67 Million
0.23% of portfolio
|
Q4 2024
Added 171.54%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,607
shares
|
$2.67 Million
1.23% of portfolio
|
Q4 2023
Reduced 1.07%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
4,607
shares
|
$2.67 Million
0.73% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
4,599
shares
|
$2.66 Million
0.78% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
4,596
shares
|
$2.66 Million
0.29% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
4,583
shares
|
$2.65 Million
0.56% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
4,582
shares
|
$2.65 Million
0.86% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Marshall & Sullivan Inc
|
Apr 09, 2025 Q1 2025 |
4,576
shares
|
$2.65 Million
1.41% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
4,576
shares
|
$2.65 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
4,571
shares
|
$2.65 Million
0.43% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Augustine Asset Management Inc
|
Apr 25, 2025 Q1 2025 |
4,563
shares
|
$2.64 Million
0.8% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
4,550
shares
|
$2.63 Million
1.33% of portfolio
|
Q1 2025
Added 25.07%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
4,544
shares
|
$2.63 Million
0.96% of portfolio
|
Q1 2025
Reduced 4.62%
|