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 5,070 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 $349 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
4,365
shares
|
$2.61 Million
1.57% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
4,364
shares
|
$2.61 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
4,358
shares
|
$2.6 Million
0.43% of portfolio
|
Q3 2022
Reduced 2.02%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
4,348
shares
|
$2.6 Million
0.16% of portfolio
|
Q1 2025
Added 61.88%
|
|
|
Ami Asset Management Corp
|
Apr 23, 2025 Q1 2025 |
4,337
shares
|
$2.59 Million
0.15% of portfolio
|
Q1 2025
Added 48.32%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
4,332
shares
|
$2.59 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
4,324
shares
|
$2.58 Million
1.22% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
4,310
shares
|
$2.58 Million
0.59% of portfolio
|
Q1 2025
Added 89.78%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
4,302
shares
|
$2.57 Million
1.41% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,300
shares
|
$2.57 Million
0.81% of portfolio
|
Q1 2025
Reduced 26.63%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
4,298
shares
|
$2.57 Million
0.85% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
4,297
shares
|
$2.57 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,286
shares
|
$2.56 Million
0.35% of portfolio
|
Q3 2022
Reduced 1.24%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,283
shares
|
$2.56 Million
0.61% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,283
shares
|
$2.56 Million
0.63% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
4,277
shares
|
$2.56 Million
0.84% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
4,275
shares
|
$2.55 Million
0.5% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
4,263
shares
|
$2.55 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
4,249
shares
|
$2.54 Million
0.47% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
4,248
shares
|
$2.54 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Apr 10, 2025 Q1 2025 |
4,243
shares
|
$2.54 Million
1.26% of portfolio
|
Q1 2025
Reduced 94.96%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
4,217
shares
|
$2.52 Million
0.16% of portfolio
|
Q1 2025
Reduced 87.99%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
4,215
shares
|
$2.52 Million
2.28% of portfolio
|
Q1 2025
Reduced 61.82%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
4,215
shares
|
$2.52 Million
0.53% of portfolio
|
Q3 2022
Added 4.62%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
4,211
shares
|
$2.52 Million
2.06% of portfolio
|
Q4 2024
Reduced 41.24%
|