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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
887
shares
|
$534,931
0.08% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Enzi Wealth
Austin, TX |
Apr 25, 2025 Q1 2025 |
886
shares
|
$534,328
0.2% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
884
shares
|
$533,122
0.3% of portfolio
|
Q4 2024
Added 23.29%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
884
shares
|
$533,122
0.47% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
883
shares
|
$532,519
0.19% of portfolio
|
Q1 2025
Added 27.23%
|
|
|
Boyd Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
883
shares
|
$532,519
0.25% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
883
shares
|
$532,519
0.17% of portfolio
|
Q4 2024
Reduced 20.23%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
883
shares
|
$532,519
0.17% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
881
shares
|
$531,313
0.09% of portfolio
|
Q1 2025
Reduced 18.27%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
881
shares
|
$531,313
0.26% of portfolio
|
Q1 2025
Reduced 62.87%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
880
shares
|
$530,710
0.09% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
879
shares
|
$530,107
0.09% of portfolio
|
Q1 2023
Reduced 2.55%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
878
shares
|
$529,504
1.33% of portfolio
|
Q4 2023
Reduced 14.51%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
878
shares
|
$529,504
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
877
shares
|
$528,901
0.11% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Apr 15, 2025 Q1 2025 |
874
shares
|
$527,091
0.05% of portfolio
|
Q1 2025
Reduced 62.86%
|
|
|
Whitcomb & Hess, Inc.
|
Apr 08, 2025 Q1 2025 |
873
shares
|
$526,488
0.16% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
872
shares
|
$525,885
0.13% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
May 14, 2025 Q1 2025 |
872
shares
|
$525,885
0.49% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 30, 2025 Q1 2025 |
871
shares
|
$525,282
0.27% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
870
shares
|
$524,679
0.28% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
O'Brien Wealth Partners LLC
|
Apr 28, 2025 Q1 2025 |
868
shares
|
$523,473
0.1% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
868
shares
|
$523,473
0.31% of portfolio
|
Q1 2025
Reduced 20.22%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
866
shares
|
$522,267
0.26% of portfolio
|
Q1 2025
Reduced 81.85%
|
|
|
Hoffman, Alan N Investment Management
|
Apr 08, 2025 Q1 2025 |
865
shares
|
$521,664
0.25% of portfolio
|
Q4 2024
Added 12.19%
|