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 |
|---|---|---|---|---|---|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Apr 22, 2025 Q1 2025 |
1,301
shares
|
$784,607
0.25% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
1,301
shares
|
$784,607
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
1,300
shares
|
$784,004
0.2% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,299
shares
|
$783,400
0.26% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
1,297
shares
|
$782,194
0.24% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
1,297
shares
|
$782,194
0.24% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
1,297
shares
|
$782,194
0.11% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
1,297
shares
|
$782,194
0.18% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
1,295
shares
|
$780,988
0.08% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
1,295
shares
|
$780,988
0.56% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
1,292
shares
|
$779,179
0.08% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,288
shares
|
$776,767
0.42% of portfolio
|
Q4 2022
Added 2.47%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
1,287
shares
|
$776,163
0.3% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,287
shares
|
$776,163
0.71% of portfolio
|
Q1 2024
Added 2.63%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
1,287
shares
|
$776,163
0.44% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
1,286
shares
|
$775,560
0.47% of portfolio
|
Q1 2025
Reduced 52.62%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
1,286
shares
|
$775,560
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
1,285
shares
|
$774,957
0.44% of portfolio
|
Q3 2023
Reduced 1.68%
|
|
|
Silver Lake Advisory, LLC
|
Apr 23, 2025 Q1 2025 |
1,284
shares
|
$774,354
0.31% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
1,284
shares
|
$774,354
0.48% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
1,283
shares
|
$773,751
0.3% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
1,283
shares
|
$773,751
0.12% of portfolio
|
Q1 2025
Added 136.28%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
1,281
shares
|
$772,545
0.26% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
1,281
shares
|
$772,545
0.34% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
1,279
shares
|
$771,339
0.45% of portfolio
|
Q1 2025
Reduced 9.29%
|