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 5,107 institutions that hold shares in the stock, with a total of 594 Million shares, which have been reported (via 13F filing form) to have a value of $377 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
484
shares
|
$307,059
0.14% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
484
shares
|
$307,059
0.17% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Weybosset Research & Management LLC
|
Jul 11, 2025 Q2 2025 |
480
shares
|
$304,521
0.11% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
478
shares
|
$303,252
0.07% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
May 14, 2025 Q1 2025 |
478
shares
|
$303,252
0.02% of portfolio
|
Q1 2022
Reduced 27.36%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
478
shares
|
$303,252
0.15% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
478
shares
|
$303,252
0.16% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
477
shares
|
$302,618
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jul 25, 2025 Q2 2025 |
476
shares
|
$301,983
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
476
shares
|
$301,983
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
475
shares
|
$301,349
0.09% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
474
shares
|
$300,715
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
472
shares
|
$299,446
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
469
shares
|
$297,542
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
468
shares
|
$296,908
0.04% of portfolio
|
Q2 2025
Reduced 47.71%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
468
shares
|
$296,908
0.09% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
465
shares
|
$295,005
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
464
shares
|
$294,370
0.1% of portfolio
|
Q1 2025
Reduced 55.43%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
464
shares
|
$294,370
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
463
shares
|
$293,736
0.18% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
462
shares
|
$293,102
0.09% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
461
shares
|
$292,467
0.13% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
459
shares
|
$291,198
0.17% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
457
shares
|
$289,929
0.21% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
457
shares
|
$289,929
0.03% of portfolio
|
Q1 2025
New holding
|