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 |
|---|---|---|---|---|---|
|
Oak Family Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
553
shares
|
$333,503
0.11% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
552
shares
|
$332,900
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
552
shares
|
$332,900
0.22% of portfolio
|
Q1 2025
Reduced 50.67%
|
|
|
Af Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
550
shares
|
$331,694
0.06% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
549
shares
|
$331,090
0.15% of portfolio
|
Q1 2025
Added 43.34%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
548
shares
|
$330,487
0.05% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Cardinal Capital Management
|
Apr 17, 2025 Q1 2025 |
547
shares
|
$329,884
0.05% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
547
shares
|
$329,884
0.08% of portfolio
|
Q4 2024
Added 22.37%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
547
shares
|
$329,884
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
546
shares
|
$329,281
0.15% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
546
shares
|
$329,281
0.13% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
May 15, 2025 Q1 2025 |
546
shares
|
$329,281
0.18% of portfolio
|
Q1 2025
Reduced 98.6%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
545
shares
|
$328,678
0.24% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Commons Capital, LLC
Needham, MA |
May 12, 2025 Q1 2025 |
545
shares
|
$328,678
0.28% of portfolio
|
Q1 2025
Added 19.26%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
545
shares
|
$328,678
0.2% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$326,869
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Vista Finance, LLC
|
Apr 16, 2025 Q1 2025 |
542
shares
|
$326,869
0.33% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
May 07, 2025 Q1 2025 |
542
shares
|
$326,869
0.22% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Apr 11, 2025 Q1 2025 |
542
shares
|
$326,869
0.4% of portfolio
|
Q1 2025
Reduced 63.33%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
539
shares
|
$325,060
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
539
shares
|
$325,060
0.24% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
539
shares
|
$325,060
0.0% of portfolio
|
Q1 2025
Added 23.34%
|
|
|
Hwg Holdings LP
Houston, TX |
Apr 22, 2025 Q1 2025 |
539
shares
|
$325,060
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
536
shares
|
$323,250
0.1% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
535
shares
|
$322,647
0.09% of portfolio
|
Q1 2025
Added 0.19%
|