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 5,100 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 $373 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
453
shares
|
$284,832
0.26% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
452
shares
|
$284,204
0.01% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
452
shares
|
$284,204
0.05% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
451
shares
|
$283,575
0.18% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
451
shares
|
$283,575
0.16% of portfolio
|
Q4 2024
Reduced 14.91%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
450
shares
|
$282,946
0.05% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
450
shares
|
$282,946
0.12% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
450
shares
|
$282,946
0.14% of portfolio
|
Q1 2025
Added 49.5%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
450
shares
|
$282,946
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
449
shares
|
$282,317
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
449
shares
|
$282,317
0.06% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
449
shares
|
$282,317
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
449
shares
|
$282,317
4.31% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
446
shares
|
$280,431
0.22% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
445
shares
|
$279,802
0.03% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
445
shares
|
$279,802
0.09% of portfolio
|
Q1 2025
Reduced 51.58%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
445
shares
|
$279,802
0.34% of portfolio
|
Q1 2024
Reduced 21.93%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
443
shares
|
$278,545
0.23% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
May 05, 2025 Q1 2025 |
443
shares
|
$278,545
0.14% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
442
shares
|
$277,916
0.06% of portfolio
|
Q2 2023
Reduced 38.35%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
442
shares
|
$277,916
0.11% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
440
shares
|
$276,658
0.56% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
437
shares
|
$274,772
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
437
shares
|
$274,772
0.13% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
435
shares
|
$273,514
0.07% of portfolio
|
Q3 2024
Reduced 18.54%
|