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 5,031 institutions that hold shares in the stock, with a total of 603 Million shares, which have been reported (via 13F filing form) to have a value of $337 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,037
shares
|
$580,087
0.31% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
1,036
shares
|
$579,528
0.17% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
1,036
shares
|
$579,528
0.02% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
1,035
shares
|
$578,968
0.06% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,035
shares
|
$578,968
0.3% of portfolio
|
Q2 2022
Reduced 91.86%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
1,035
shares
|
$578,968
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,034
shares
|
$578,409
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
1,033
shares
|
$577,849
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,032
shares
|
$577,290
0.08% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
1,031
shares
|
$576,731
0.45% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
1,030
shares
|
$576,171
0.18% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,030
shares
|
$576,171
1.02% of portfolio
|
Q3 2022
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
1,029
shares
|
$575,612
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,028
shares
|
$575,052
0.08% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,028
shares
|
$575,052
0.46% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,025
shares
|
$573,374
0.03% of portfolio
|
Q4 2024
Added 27.01%
|
|
|
Eastover Investment Advisors LLC
|
Apr 07, 2025 Q1 2025 |
1,025
shares
|
$573,374
0.28% of portfolio
|
Q2 2022
Added 1.49%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
1,025
shares
|
$573,374
0.17% of portfolio
|
Q1 2024
Reduced 30.27%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
1,022
shares
|
$571,696
0.12% of portfolio
|
Q1 2025
Reduced 42.71%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Feb 04, 2025 Q4 2024 |
1,022
shares
|
$571,696
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,021
shares
|
$571,137
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
1,019
shares
|
$570,018
0.26% of portfolio
|
Q4 2024
Reduced 25.51%
|
|
|
Sara Bay Financial
|
Apr 11, 2025 Q1 2025 |
1,018
shares
|
$569,459
0.25% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
1,016
shares
|
$568,340
0.41% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
1,015
shares
|
$567,780
0.54% of portfolio
|
Q1 2025
Reduced 2.4%
|