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 |
|---|---|---|---|---|---|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
832
shares
|
$501,762
0.15% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
832
shares
|
$501,762
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
831
shares
|
$501,159
0.23% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
830
shares
|
$500,556
0.0% of portfolio
|
Q1 2025
Reduced 98.44%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
829
shares
|
$499,953
0.16% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
829
shares
|
$499,953
0.23% of portfolio
|
Q1 2025
Added 23.36%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
826
shares
|
$498,144
0.23% of portfolio
|
Q1 2025
Reduced 44.38%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
826
shares
|
$498,144
0.51% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
824
shares
|
$496,937
0.01% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
824
shares
|
$496,937
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
821
shares
|
$495,128
0.27% of portfolio
|
Q4 2023
Added 0.12%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
816
shares
|
$492,113
0.05% of portfolio
|
Q1 2025
Reduced 57.48%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
816
shares
|
$492,113
0.21% of portfolio
|
Q1 2025
Added 30.35%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
815
shares
|
$491,510
0.08% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
814
shares
|
$490,907
0.05% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Tenret CO LLC
|
May 20, 2025 Q1 2025 |
811
shares
|
$489,097
0.27% of portfolio
|
Q1 2025
Reduced 25.05%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
811
shares
|
$489,097
0.08% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
808
shares
|
$487,288
0.03% of portfolio
|
Q2 2024
Added 22.8%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
806
shares
|
$486,082
0.13% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
805
shares
|
$485,479
0.36% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
805
shares
|
$485,479
0.88% of portfolio
|
Q2 2024
Reduced 49.05%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
804
shares
|
$484,876
0.15% of portfolio
|
Q1 2025
Added 156.05%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
804
shares
|
$484,876
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
803
shares
|
$484,273
0.24% of portfolio
|
Q1 2025
Reduced 57.33%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
800
shares
|
$482,464
0.01% of portfolio
|
Q4 2023
Reduced 70.99%
|