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 |
|---|---|---|---|---|---|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
695
shares
|
$419,140
0.35% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
694
shares
|
$418,537
0.05% of portfolio
|
Q1 2024
Added 8.1%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
694
shares
|
$418,537
0.11% of portfolio
|
Q3 2024
Reduced 27.1%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
694
shares
|
$418,537
0.02% of portfolio
|
Q1 2025
Reduced 14.32%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
690
shares
|
$416,125
0.14% of portfolio
|
Q1 2025
Reduced 45.5%
|
|
|
Mittelman Wealth Management
Andover, MA |
May 15, 2025 Q1 2025 |
689
shares
|
$415,522
0.35% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Apr 30, 2025 Q1 2025 |
688
shares
|
$414,919
0.41% of portfolio
|
Q1 2025
Reduced 47.84%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
686
shares
|
$413,712
0.17% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
Oak Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
685
shares
|
$413,109
0.14% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
685
shares
|
$413,109
0.15% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
684
shares
|
$412,506
11.87% of portfolio
|
Q1 2023
Reduced 83.33%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
684
shares
|
$412,506
0.36% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Wallace Hart LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
683
shares
|
$411,903
0.96% of portfolio
|
Q1 2025
Reduced 99.27%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
682
shares
|
$411,300
0.15% of portfolio
|
Q2 2024
Added 27.0%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
681
shares
|
$410,697
0.23% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
681
shares
|
$410,697
0.11% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
680
shares
|
$410,094
0.26% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
678
shares
|
$408,888
0.25% of portfolio
|
Q1 2025
Reduced 71.12%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
678
shares
|
$408,888
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
678
shares
|
$408,888
0.16% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Fcg Investment CO
Germantown, TN |
May 13, 2025 Q1 2025 |
678
shares
|
$408,888
0.24% of portfolio
|
Q1 2025
Reduced 96.33%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
676
shares
|
$407,682
0.35% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
674
shares
|
$406,475
0.18% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
671
shares
|
$404,666
0.23% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
670
shares
|
$404,063
0.28% of portfolio
|
Q1 2025
Added 0.3%
|