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 5,068 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 |
|---|---|---|---|---|---|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
305
shares
|
$183,939
0.07% of portfolio
|
N/A
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
295
shares
|
$177,908
0.03% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
289
shares
|
$174,290
0.06% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
May 19, 2025 Q1 2025 |
280
shares
|
$168,862
2.05% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
280
shares
|
$168,862
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
278
shares
|
$167,656
0.13% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
278
shares
|
$167,656
0.08% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
271
shares
|
$163,434
0.04% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
269
shares
|
$162,228
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
259
shares
|
$156,197
0.33% of portfolio
|
Q3 2024
Reduced 72.06%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
257
shares
|
$154,991
0.12% of portfolio
|
Q1 2025
Added 301.56%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
254
shares
|
$153,182
0.19% of portfolio
|
Q1 2025
Added 33.68%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
253
shares
|
$152,579
0.01% of portfolio
|
Q1 2023
Reduced 43.9%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
253
shares
|
$152,579
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Tsai Capital Corp
New York, NY |
May 13, 2025 Q1 2025 |
243
shares
|
$146,548
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
241
shares
|
$145,342
0.08% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
238
shares
|
$143,533
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
235
shares
|
$141,723
0.06% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
235
shares
|
$141,723
0.01% of portfolio
|
Q1 2025
Reduced 28.79%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
233
shares
|
$140,517
0.04% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
233
shares
|
$140,517
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
229
shares
|
$138,105
0.1% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
227
shares
|
$136,899
0.03% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
227
shares
|
$136,899
0.05% of portfolio
|
Q1 2025
Added 60.99%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
225
shares
|
$135,693
0.06% of portfolio
|
Q1 2025
New holding
|