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 5,069 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 $352 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
1,943
shares
|
$1.17 Million
0.6% of portfolio
|
Q2 2022
Added 61.38%
|
|
|
Postrock Partners LLC
Overland Park, OR |
May 02, 2025 Q1 2025 |
1,941
shares
|
$1.17 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Manor Financial, LLC
|
Apr 28, 2025 Q1 2025 |
1,940
shares
|
$1.17 Million
0.94% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
1,936
shares
|
$1.17 Million
0.18% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
1,933
shares
|
$1.16 Million
0.75% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
1,930
shares
|
$1.16 Million
0.3% of portfolio
|
Q4 2024
Added 85.93%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
1,929
shares
|
$1.16 Million
0.15% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
1,926
shares
|
$1.16 Million
0.61% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
1,926
shares
|
$1.16 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
1,921
shares
|
$1.16 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
1,918
shares
|
$1.16 Million
0.03% of portfolio
|
Q1 2025
Added 18.54%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,917
shares
|
$1.16 Million
0.27% of portfolio
|
Q1 2025
Added 59.48%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
1,910
shares
|
$1.15 Million
0.61% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
1,907
shares
|
$1.15 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
1,906
shares
|
$1.15 Million
0.29% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,904
shares
|
$1.15 Million
0.4% of portfolio
|
Q1 2025
Added 130.23%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
1,902
shares
|
$1.15 Million
0.91% of portfolio
|
Q1 2024
Reduced 3.79%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,902
shares
|
$1.15 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Spence Asset Management
|
Apr 24, 2025 Q1 2025 |
1,900
shares
|
$1.15 Million
0.26% of portfolio
|
Q1 2025
Reduced 96.34%
|
|
|
Sassicaia Capital Advisers LLC
Jericho, NY |
May 15, 2025 Q1 2025 |
1,900
shares
|
$1.15 Million
3.85% of portfolio
|
Q1 2025
New holding
|
|
|
Scratch Capital LLC
Boise, ID |
Apr 16, 2025 Q1 2025 |
1,900
shares
|
$1.15 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1,897
shares
|
$1.14 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
1,896
shares
|
$1.14 Million
0.35% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
1,895
shares
|
$1.14 Million
0.65% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
May 13, 2025 Q1 2025 |
1,895
shares
|
$1.14 Million
1.14% of portfolio
|
Q1 2025
Reduced 4.73%
|