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 5,085 institutions that hold shares in the stock, with a total of 592 Million shares, which have been reported (via 13F filing form) to have a value of $370 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
499
shares
|
$311,780
0.08% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
494
shares
|
$308,656
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
493
shares
|
$308,031
0.37% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
492
shares
|
$307,406
0.08% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
492
shares
|
$307,406
0.19% of portfolio
|
Q1 2025
Reduced 38.81%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
491
shares
|
$306,781
11.35% of portfolio
|
Q4 2023
Reduced 91.5%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
489
shares
|
$305,532
0.16% of portfolio
|
Q1 2025
Reduced 17.26%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
May 08, 2025 Q1 2025 |
488
shares
|
$304,907
0.12% of portfolio
|
Q4 2023
Reduced 5.43%
|
|
|
Esg Planning
Santa Clara, CA |
May 02, 2025 Q1 2025 |
487
shares
|
$304,282
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Continental Investors Services, Inc.
Longview, WA |
May 15, 2025 Q1 2025 |
485
shares
|
$303,032
0.57% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
485
shares
|
$303,032
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
484
shares
|
$302,408
0.14% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Regency Capital Management Inc.\De
|
May 05, 2025 Q1 2025 |
484
shares
|
$302,408
0.16% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
484
shares
|
$302,408
0.17% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
484
shares
|
$302,408
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Weybosset Research & Management LLC
|
Jul 11, 2025 Q2 2025 |
480
shares
|
$299,908
0.11% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
478
shares
|
$298,659
0.07% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
May 14, 2025 Q1 2025 |
478
shares
|
$298,659
0.02% of portfolio
|
Q1 2022
Reduced 27.36%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
478
shares
|
$298,659
0.15% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
477
shares
|
$298,034
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
476
shares
|
$297,409
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
475
shares
|
$296,784
0.09% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
474
shares
|
$296,159
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
472
shares
|
$294,910
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
471
shares
|
$294,285
0.14% of portfolio
|
Q1 2025
Reduced 1.46%
|