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 |
|---|---|---|---|---|---|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
646
shares
|
$389,589
0.21% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
May 08, 2025 Q1 2025 |
645
shares
|
$388,986
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Apr 24, 2025 Q1 2025 |
645
shares
|
$388,986
0.36% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
645
shares
|
$388,986
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
645
shares
|
$388,986
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
644
shares
|
$388,383
0.09% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
643
shares
|
$387,780
0.06% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
643
shares
|
$387,780
0.11% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
642
shares
|
$387,177
0.27% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Asio Capital, LLC
|
Apr 17, 2025 Q1 2025 |
641
shares
|
$386,574
0.07% of portfolio
|
Q1 2025
Added 66.06%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
640
shares
|
$385,971
0.08% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
638
shares
|
$384,765
0.09% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
637
shares
|
$384,161
0.35% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
635
shares
|
$382,955
0.06% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
634
shares
|
$382,352
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
630
shares
|
$379,940
0.06% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
629
shares
|
$379,337
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
629
shares
|
$379,337
0.19% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
628
shares
|
$378,734
0.1% of portfolio
|
Q1 2025
Reduced 49.48%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
627
shares
|
$378,131
0.11% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
626
shares
|
$377,528
0.18% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
625
shares
|
$376,925
0.15% of portfolio
|
Q1 2024
Reduced 18.09%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Apr 30, 2025 Q1 2025 |
625
shares
|
$376,925
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
623
shares
|
$375,718
0.06% of portfolio
|
Q1 2024
Reduced 24.94%
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
619
shares
|
$373,306
0.14% of portfolio
|
Q1 2025
Reduced 46.91%
|