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 |
|---|---|---|---|---|---|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
1,060
shares
|
$639,264
0.45% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
1,059
shares
|
$638,661
0.48% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,057
shares
|
$637,455
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
1,055
shares
|
$636,249
0.41% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Clark Estates Inc
New York, NY |
May 08, 2025 Q1 2025 |
1,054
shares
|
$635,646
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Scholtz & Company, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
1,053
shares
|
$635,043
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
1,051
shares
|
$633,837
0.3% of portfolio
|
Q1 2025
Added 49.5%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Apr 21, 2025 Q1 2025 |
1,051
shares
|
$633,837
0.17% of portfolio
|
Q1 2024
Reduced 26.55%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
1,050
shares
|
$633,234
0.32% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
May 15, 2025 Q1 2025 |
1,050
shares
|
$633,234
0.4% of portfolio
|
Q3 2023
Reduced 4.55%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,050
shares
|
$633,234
0.12% of portfolio
|
Q1 2025
Reduced 55.9%
|
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
1,049
shares
|
$632,630
0.16% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,048
shares
|
$632,027
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,046
shares
|
$630,821
0.07% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
1,046
shares
|
$630,821
0.08% of portfolio
|
Q1 2025
Added 21.21%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
1,045
shares
|
$630,218
0.23% of portfolio
|
Q1 2025
Reduced 49.52%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
1,044
shares
|
$629,615
0.11% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,043
shares
|
$629,012
0.28% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Apr 18, 2025 Q1 2025 |
1,039
shares
|
$626,600
0.41% of portfolio
|
Q1 2025
Added 174.87%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
1,038
shares
|
$625,997
0.32% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,037
shares
|
$625,393
0.31% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
1,037
shares
|
$625,393
0.06% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
1,037
shares
|
$625,393
0.29% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
1,036
shares
|
$624,790
0.18% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
1,036
shares
|
$624,790
0.02% of portfolio
|
Q4 2024
Added 12.61%
|