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 5,094 institutions that hold shares in the stock, with a total of 593 Million shares, which have been reported (via 13F filing form) to have a value of $372 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
578
shares
|
$363,007
0.2% of portfolio
|
Q1 2025
Added 15.14%
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
578
shares
|
$363,007
0.27% of portfolio
|
Q1 2025
New holding
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
576
shares
|
$361,751
0.03% of portfolio
|
Q3 2023
Reduced 5.73%
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
574
shares
|
$360,494
0.2% of portfolio
|
Q1 2025
Added 58.13%
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
573
shares
|
$359,866
0.11% of portfolio
|
Q1 2025
Reduced 19.97%
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
573
shares
|
$359,866
6.24% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
Hwg Holdings LP
Houston, TX |
Jul 10, 2025 Q2 2025 |
572
shares
|
$359,238
0.11% of portfolio
|
Q2 2025
Added 6.12%
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
572
shares
|
$359,238
0.17% of portfolio
|
Q2 2024
Added 27.96%
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
572
shares
|
$359,238
0.21% of portfolio
|
Q1 2025
Added 0.35%
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
571
shares
|
$358,610
0.13% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
571
shares
|
$358,610
0.12% of portfolio
|
Q1 2025
New holding
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
569
shares
|
$357,354
0.1% of portfolio
|
Q1 2023
Added 0.71%
|
|
Boston Common Asset Management, LLC
Boston, MA |
Apr 03, 2025 Q1 2025 |
569
shares
|
$357,354
0.02% of portfolio
|
Q1 2025
Reduced 29.05%
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
568
shares
|
$356,726
0.12% of portfolio
|
Q1 2025
Added 0.18%
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
568
shares
|
$356,726
0.29% of portfolio
|
Q1 2025
Added 0.18%
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
567
shares
|
$356,098
0.07% of portfolio
|
Q4 2024
Added 9.46%
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
566
shares
|
$355,470
0.07% of portfolio
|
Q1 2025
Added 12.3%
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
565
shares
|
$354,842
0.24% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
565
shares
|
$354,842
0.29% of portfolio
|
Q2 2025
New holding
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
561
shares
|
$352,330
0.19% of portfolio
|
Q3 2022
Added 1.63%
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
561
shares
|
$352,330
0.19% of portfolio
|
Q1 2025
Added 14.72%
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
561
shares
|
$352,330
0.22% of portfolio
|
Q1 2025
Added 0.36%
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
560
shares
|
$351,702
0.15% of portfolio
|
Q4 2024
New holding
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
559
shares
|
$351,074
0.07% of portfolio
|
Q1 2025
Added 191.15%
|
|
Washington Growth Strategies LLC
Washington, DC |
May 09, 2025 Q1 2025 |
559
shares
|
$351,074
33.15% of portfolio
|
Q1 2025
Reduced 98.7%
|