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 |
|---|---|---|---|---|---|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
1,341
shares
|
$808,730
0.53% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,339
shares
|
$807,524
0.83% of portfolio
|
Q3 2022
Reduced 21.47%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,337
shares
|
$806,317
0.37% of portfolio
|
Q4 2021
Reduced 13.85%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
1,337
shares
|
$806,317
0.01% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,333
shares
|
$803,905
0.58% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
1,329
shares
|
$801,493
0.7% of portfolio
|
Q1 2025
Added 65.5%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
1,329
shares
|
$801,493
0.35% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
1,328
shares
|
$800,890
0.24% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
1,326
shares
|
$799,684
0.51% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
1,324
shares
|
$798,477
0.17% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
1,324
shares
|
$798,477
0.2% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
1,324
shares
|
$798,477
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
1,323
shares
|
$797,874
0.55% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,322
shares
|
$797,271
0.33% of portfolio
|
Q3 2021
Reduced 6.04%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
1,321
shares
|
$796,668
0.04% of portfolio
|
Q1 2025
Added 57.83%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,318
shares
|
$794,859
0.12% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,316
shares
|
$793,653
0.2% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
1,313
shares
|
$791,844
0.35% of portfolio
|
Q1 2025
Added 84.15%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
1,310
shares
|
$790,034
0.41% of portfolio
|
Q1 2025
Reduced 35.94%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Apr 03, 2025 Q1 2025 |
1,308
shares
|
$788,828
0.4% of portfolio
|
Q1 2025
Reduced 36.81%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
1,307
shares
|
$788,225
0.48% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
1,307
shares
|
$788,225
0.12% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
1,306
shares
|
$787,622
0.32% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
1,303
shares
|
$785,813
0.34% of portfolio
|
Q1 2025
Reduced 20.55%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,302
shares
|
$785,210
0.69% of portfolio
|
Q1 2025
Reduced 2.76%
|