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 |
|---|---|---|---|---|---|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
455
shares
|
$288,661
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
455
shares
|
$288,661
0.01% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
453
shares
|
$287,392
0.05% of portfolio
|
Q2 2025
Reduced 19.96%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
453
shares
|
$287,392
0.26% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
452
shares
|
$286,757
0.01% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
452
shares
|
$286,757
0.05% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
451
shares
|
$286,123
0.18% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
451
shares
|
$286,123
0.16% of portfolio
|
Q4 2024
Reduced 14.91%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
450
shares
|
$285,489
0.12% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
450
shares
|
$285,489
0.04% of portfolio
|
Q2 2025
Reduced 30.77%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
450
shares
|
$285,489
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
449
shares
|
$284,854
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
449
shares
|
$284,854
0.06% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
449
shares
|
$284,854
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
449
shares
|
$284,854
4.31% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
446
shares
|
$282,951
0.22% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
445
shares
|
$282,316
0.03% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
445
shares
|
$282,316
0.09% of portfolio
|
Q1 2025
Reduced 51.58%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
445
shares
|
$282,316
0.34% of portfolio
|
Q1 2024
Reduced 21.93%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
443
shares
|
$281,048
0.23% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
443
shares
|
$281,048
0.15% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
443
shares
|
$281,048
0.13% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Jul 23, 2025 Q2 2025 |
443
shares
|
$281,048
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
442
shares
|
$280,413
0.06% of portfolio
|
Q2 2023
Reduced 38.35%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
442
shares
|
$280,413
0.11% of portfolio
|
Q1 2025
Added 0.23%
|