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 |
|---|---|---|---|---|---|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
979
shares
|
$590,415
0.32% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
978
shares
|
$589,812
0.08% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
978
shares
|
$589,812
0.25% of portfolio
|
Q1 2025
Added 118.3%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Apr 15, 2025 Q1 2025 |
977
shares
|
$589,209
0.12% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
977
shares
|
$589,209
0.58% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
976
shares
|
$588,606
0.18% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
976
shares
|
$588,606
0.18% of portfolio
|
Q1 2025
Added 18.3%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
975
shares
|
$588,003
0.26% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Surience Private Wealth LLC
|
Apr 24, 2025 Q1 2025 |
973
shares
|
$586,796
0.96% of portfolio
|
Q1 2025
Reduced 93.37%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
972
shares
|
$586,193
0.44% of portfolio
|
Q1 2025
Reduced 44.46%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Apr 29, 2025 Q1 2025 |
967
shares
|
$583,178
0.54% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Check Capital Management Inc
|
May 01, 2025 Q1 2025 |
965
shares
|
$581,972
0.02% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
964
shares
|
$581,369
0.1% of portfolio
|
Q1 2023
Reduced 14.08%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
963
shares
|
$580,766
0.24% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
961
shares
|
$579,559
0.19% of portfolio
|
Q1 2025
Added 28.48%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
960
shares
|
$578,956
0.11% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
959
shares
|
$578,353
0.13% of portfolio
|
Q1 2025
Added 28.04%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
958
shares
|
$577,750
0.56% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Gk Wealth Management LLC
Reno, NV |
May 28, 2025 Q1 2025 |
958
shares
|
$577,750
0.63% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
957
shares
|
$577,147
0.12% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Requisite Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
954
shares
|
$575,338
0.13% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
954
shares
|
$575,338
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
953
shares
|
$574,735
0.45% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
951
shares
|
$573,529
0.36% of portfolio
|
Q1 2025
Added 85.38%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
May 13, 2025 Q1 2025 |
946
shares
|
$570,513
0.22% of portfolio
|
Q1 2025
Added 0.21%
|