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 |
|---|---|---|---|---|---|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
800
shares
|
$482,464
0.3% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
800
shares
|
$482,464
0.4% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
797
shares
|
$480,654
0.33% of portfolio
|
Q1 2025
Reduced 19.09%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
796
shares
|
$480,051
0.06% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
796
shares
|
$480,051
0.12% of portfolio
|
Q1 2025
Reduced 88.52%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
794
shares
|
$478,845
0.15% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
794
shares
|
$478,845
0.62% of portfolio
|
Q4 2024
Added 22.91%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
792
shares
|
$477,639
0.12% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
792
shares
|
$477,639
0.14% of portfolio
|
Q4 2023
Reduced 18.52%
|
|
|
M. Kraus & CO
|
Apr 17, 2025 Q1 2025 |
791
shares
|
$477,036
0.15% of portfolio
|
Q1 2025
Added 85.68%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
791
shares
|
$477,036
0.15% of portfolio
|
Q3 2023
Reduced 1.86%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
791
shares
|
$477,036
0.14% of portfolio
|
Q1 2025
Reduced 61.0%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
790
shares
|
$476,433
0.18% of portfolio
|
Q1 2025
Added 27.83%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
790
shares
|
$476,433
0.01% of portfolio
|
Q3 2022
Added 6.9%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
789
shares
|
$475,830
0.17% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Kensington Investment Counsel, LLC
|
May 15, 2025 Q1 2025 |
788
shares
|
$475,227
0.2% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
788
shares
|
$475,227
0.28% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
787
shares
|
$474,623
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Apr 07, 2025 Q1 2025 |
787
shares
|
$474,623
0.37% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
783
shares
|
$472,211
0.4% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
782
shares
|
$471,608
0.31% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
781
shares
|
$471,005
0.41% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
781
shares
|
$471,005
0.39% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
780
shares
|
$470,402
0.13% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
777
shares
|
$468,593
0.29% of portfolio
|
Q1 2025
Added 18.63%
|