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 |
|---|---|---|---|---|---|
|
Shanker Valleau Wealth Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
593
shares
|
$357,626
0.11% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
592
shares
|
$357,023
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
591
shares
|
$356,420
0.29% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
591
shares
|
$356,420
0.2% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
590
shares
|
$355,817
0.08% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
May 01, 2025 Q1 2025 |
590
shares
|
$355,817
0.17% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
589
shares
|
$355,214
0.08% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
589
shares
|
$355,214
0.58% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
588
shares
|
$354,611
0.08% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
588
shares
|
$354,611
0.24% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
587
shares
|
$354,007
1.3% of portfolio
|
Q3 2022
Reduced 95.87%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
586
shares
|
$353,404
0.05% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
585
shares
|
$352,801
0.13% of portfolio
|
Q1 2025
Reduced 16.43%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
584
shares
|
$352,198
0.62% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
580
shares
|
$349,786
0.33% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
580
shares
|
$349,786
0.35% of portfolio
|
Q1 2025
Reduced 57.32%
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
578
shares
|
$348,580
0.17% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Astoria Strategic Wealth, Inc.
|
Apr 29, 2025 Q1 2025 |
578
shares
|
$348,580
0.09% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
578
shares
|
$348,580
0.13% of portfolio
|
Q1 2023
Added 0.52%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
578
shares
|
$348,580
0.2% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
578
shares
|
$348,580
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
576
shares
|
$347,374
0.03% of portfolio
|
Q3 2023
Reduced 5.73%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
574
shares
|
$346,167
0.2% of portfolio
|
Q1 2025
Added 58.13%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
573
shares
|
$345,564
0.11% of portfolio
|
Q1 2025
Reduced 19.97%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
573
shares
|
$345,564
6.24% of portfolio
|
Q1 2025
Reduced 1.55%
|