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 |
|---|---|---|---|---|---|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
1,203
shares
|
$725,505
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
1,202
shares
|
$724,902
0.23% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
1,200
shares
|
$723,696
0.11% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,200
shares
|
$723,696
0.27% of portfolio
|
Q4 2023
Reduced 83.36%
|
|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
1,198
shares
|
$722,489
0.44% of portfolio
|
Q1 2025
Added 22.12%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
1,198
shares
|
$722,489
0.19% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Asset Planning Services Inc
|
Jun 09, 2025 Q1 2025 |
1,196
shares
|
$721,283
0.34% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
1,194
shares
|
$720,077
0.36% of portfolio
|
Q4 2021
New holding
|
|
|
Sabby Management, LLC
Upper Saddle River, NJ |
May 15, 2025 Q1 2025 |
1,190
shares
|
$717,665
5.31% of portfolio
|
Q1 2025
Reduced 63.72%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
1,187
shares
|
$715,855
0.2% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
1,185
shares
|
$714,649
0.22% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
1,183
shares
|
$713,443
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,182
shares
|
$712,840
0.25% of portfolio
|
Q3 2024
Added 52.91%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
1,181
shares
|
$712,237
0.24% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
1,177
shares
|
$709,825
0.27% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Rezny Wealth Management, Inc.
|
May 12, 2025 Q1 2025 |
1,176
shares
|
$709,222
0.17% of portfolio
|
Q1 2025
Added 17.48%
|
|
|
Impac Tfolio, LLC
|
Apr 25, 2025 Q1 2025 |
1,175
shares
|
$708,619
0.35% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
1,175
shares
|
$708,619
0.22% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
1,175
shares
|
$708,619
0.07% of portfolio
|
Q1 2025
Added 195.97%
|
|
|
Dock Street Asset Management Inc
|
May 01, 2025 Q1 2025 |
1,173
shares
|
$707,412
0.08% of portfolio
|
Q1 2025
Reduced 27.99%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2025 Q1 2025 |
1,173
shares
|
$707,412
0.0% of portfolio
|
Q1 2025
Reduced 73.8%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
1,169
shares
|
$705,000
0.39% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,168
shares
|
$704,397
0.63% of portfolio
|
Q1 2025
Added 52.88%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
1,166
shares
|
$703,191
0.2% of portfolio
|
Q1 2025
Reduced 16.3%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
1,164
shares
|
$701,985
0.14% of portfolio
|
Q4 2024
Added 40.24%
|