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 |
|---|---|---|---|---|---|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
752
shares
|
$453,516
0.11% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
750
shares
|
$452,310
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
748
shares
|
$451,103
0.21% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
747
shares
|
$450,500
0.06% of portfolio
|
Q3 2024
Added 94.53%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
744
shares
|
$448,691
0.4% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
743
shares
|
$448,088
0.35% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
742
shares
|
$447,485
0.27% of portfolio
|
Q3 2023
Added 26.19%
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
742
shares
|
$447,485
0.35% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
741
shares
|
$446,882
0.15% of portfolio
|
Q1 2025
Reduced 15.6%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
740
shares
|
$446,279
0.08% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
739
shares
|
$445,676
0.21% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
739
shares
|
$445,676
0.28% of portfolio
|
Q1 2025
Reduced 28.87%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
739
shares
|
$445,676
0.08% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
739
shares
|
$445,676
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
James Hambro & Partners
|
Apr 17, 2025 Q1 2025 |
738
shares
|
$445,073
0.02% of portfolio
|
Q1 2025
Reduced 53.53%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
738
shares
|
$445,073
0.18% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
738
shares
|
$445,073
0.28% of portfolio
|
Q1 2023
Reduced 59.27%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
735
shares
|
$443,263
0.28% of portfolio
|
Q1 2025
Added 15.93%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
734
shares
|
$442,660
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
730
shares
|
$440,248
0.14% of portfolio
|
Q1 2025
Added 44.84%
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
729
shares
|
$439,645
0.19% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
724
shares
|
$436,629
0.16% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
723
shares
|
$436,026
0.37% of portfolio
|
Q1 2024
Added 0.98%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
723
shares
|
$436,026
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
David Kennon Inc
Sarasota, FL |
Apr 22, 2025 Q1 2025 |
721
shares
|
$434,820
0.18% of portfolio
|
Q1 2024
New holding
|