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 |
|---|---|---|---|---|---|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
668
shares
|
$402,857
0.08% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
May 01, 2025 Q1 2025 |
668
shares
|
$402,857
0.23% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
668
shares
|
$402,857
0.16% of portfolio
|
Q1 2025
Reduced 86.52%
|
|
|
Miller Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
666
shares
|
$401,651
0.21% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
666
shares
|
$401,651
0.1% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
666
shares
|
$401,651
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Baugh & Associates, LLC
|
Apr 23, 2025 Q1 2025 |
664
shares
|
$400,445
0.18% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
664
shares
|
$400,445
0.2% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
664
shares
|
$400,445
0.3% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
663
shares
|
$399,842
3.99% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Apr 24, 2025 Q1 2025 |
660
shares
|
$398,032
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
657
shares
|
$396,223
0.42% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Compass Capital Management, Inc
|
Apr 17, 2025 Q1 2025 |
656
shares
|
$395,620
0.03% of portfolio
|
Q1 2025
Reduced 98.41%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
655
shares
|
$395,017
0.05% of portfolio
|
Q1 2025
Added 71.02%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
655
shares
|
$395,017
0.31% of portfolio
|
Q1 2025
Added 43.96%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
654
shares
|
$394,414
0.09% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
653
shares
|
$393,811
0.08% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
653
shares
|
$393,811
0.01% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
653
shares
|
$393,811
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
651
shares
|
$392,605
0.1% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
651
shares
|
$392,605
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
650
shares
|
$392,002
0.08% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Apr 09, 2025 Q1 2025 |
647
shares
|
$390,192
0.09% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
647
shares
|
$390,192
0.25% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
646
shares
|
$389,589
0.13% of portfolio
|
Q1 2025
Reduced 6.1%
|