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 |
|---|---|---|---|---|---|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
4,542
shares
|
$2.63 Million
5.06% of portfolio
|
Q1 2025
Reduced 22.4%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
4,534
shares
|
$2.63 Million
0.96% of portfolio
|
Q1 2025
Reduced 91.52%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
4,528
shares
|
$2.62 Million
1.52% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
4,523
shares
|
$2.62 Million
1.25% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
4,520
shares
|
$2.62 Million
0.64% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
4,516
shares
|
$2.62 Million
0.23% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
4,513
shares
|
$2.61 Million
0.39% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
4,511
shares
|
$2.61 Million
2.52% of portfolio
|
Q1 2025
Added 31.44%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
4,508
shares
|
$2.61 Million
0.5% of portfolio
|
Q1 2023
Added 0.42%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
4,505
shares
|
$2.61 Million
0.96% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
4,495
shares
|
$2.6 Million
0.49% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
4,488
shares
|
$2.6 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
4,488
shares
|
$2.6 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,487
shares
|
$2.6 Million
0.2% of portfolio
|
Q1 2025
Added 121.14%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
4,486
shares
|
$2.6 Million
0.82% of portfolio
|
Q1 2025
Reduced 16.42%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
4,479
shares
|
$2.59 Million
0.15% of portfolio
|
Q3 2023
Added 111.57%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
4,479
shares
|
$2.59 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
4,478
shares
|
$2.59 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
4,478
shares
|
$2.59 Million
0.94% of portfolio
|
Q1 2025
Added 197.54%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,476
shares
|
$2.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 57.92%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
4,475
shares
|
$2.59 Million
0.58% of portfolio
|
Q1 2025
Added 1112.74%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
4,473
shares
|
$2.59 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
4,465
shares
|
$2.59 Million
1.97% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
4,461
shares
|
$2.58 Million
1.38% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
4,454
shares
|
$2.58 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.99%
|