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 |
|---|---|---|---|---|---|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
619
shares
|
$373,306
0.13% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
619
shares
|
$373,306
0.11% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
617
shares
|
$372,100
0.21% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
617
shares
|
$372,100
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
616
shares
|
$371,497
0.22% of portfolio
|
Q3 2022
Reduced 44.9%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
616
shares
|
$371,497
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
615
shares
|
$370,894
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
614
shares
|
$370,291
0.37% of portfolio
|
Q1 2025
Reduced 51.31%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
612
shares
|
$369,084
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
609
shares
|
$367,275
0.2% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
609
shares
|
$367,275
0.26% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Ccm Investment Advisers LLC
|
Apr 16, 2025 Q1 2025 |
606
shares
|
$365,466
0.04% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
606
shares
|
$365,466
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Apr 24, 2025 Q1 2025 |
605
shares
|
$364,863
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
603
shares
|
$363,657
0.14% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
603
shares
|
$363,657
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
602
shares
|
$363,054
0.35% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
601
shares
|
$362,451
0.06% of portfolio
|
Q1 2025
Added 19.48%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
600
shares
|
$361,848
0.05% of portfolio
|
Q3 2023
Reduced 7.69%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
600
shares
|
$361,848
0.06% of portfolio
|
Q2 2024
Reduced 15.01%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
600
shares
|
$361,848
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
598
shares
|
$360,641
0.39% of portfolio
|
Q1 2023
Reduced 39.41%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
598
shares
|
$360,641
0.19% of portfolio
|
Q1 2025
Reduced 95.75%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
596
shares
|
$359,435
0.07% of portfolio
|
Q1 2025
Added 43.27%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
594
shares
|
$358,229
0.4% of portfolio
|
Q4 2023
New holding
|