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 |
|---|---|---|---|---|---|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
1,414
shares
|
$852,189
0.3% of portfolio
|
Q2 2022
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
1,414
shares
|
$852,189
0.72% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
1,413
shares
|
$851,586
0.35% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
1,412
shares
|
$850,984
0.08% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
1,410
shares
|
$849,778
0.13% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
1,410
shares
|
$849,778
0.28% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Front Street Capital Management, Inc.
|
May 16, 2025 Q1 2025 |
1,405
shares
|
$846,765
0.15% of portfolio
|
Q1 2025
Reduced 30.38%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
1,401
shares
|
$844,354
0.68% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Seneca House Advisors
|
Apr 11, 2025 Q1 2025 |
1,400
shares
|
$843,751
0.34% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
1,399
shares
|
$843,149
0.18% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Martin Capital Advisors, LLP
|
May 01, 2025 Q1 2025 |
1,397
shares
|
$841,943
0.57% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
1,397
shares
|
$841,943
0.24% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
1,396
shares
|
$841,341
0.31% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
1,396
shares
|
$841,341
0.26% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,394
shares
|
$840,135
0.33% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,392
shares
|
$838,930
0.29% of portfolio
|
Q4 2024
Added 63.38%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
1,391
shares
|
$838,327
0.38% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
1,391
shares
|
$838,327
0.3% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
1,391
shares
|
$838,327
0.89% of portfolio
|
Q1 2025
Reduced 34.51%
|
|
|
Sfm, LLC
Manchester, NH |
Apr 17, 2025 Q1 2025 |
1,391
shares
|
$838,327
0.57% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
May 29, 2025 Q1 2025 |
1,388
shares
|
$836,519
0.45% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
1,386
shares
|
$835,314
0.02% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
1,386
shares
|
$835,314
0.45% of portfolio
|
Q1 2025
Reduced 26.04%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
1,385
shares
|
$834,711
0.2% of portfolio
|
Q4 2024
Reduced 24.15%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
1,385
shares
|
$834,711
0.43% of portfolio
|
Q1 2025
Added 11.33%
|