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 5,102 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 $374 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
362
shares
|
$227,647
0.06% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
361
shares
|
$227,018
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
361
shares
|
$227,018
0.46% of portfolio
|
Q2 2022
Reduced 79.6%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
361
shares
|
$227,018
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Elefante Mark B
Boston, MA |
May 06, 2025 Q1 2025 |
360
shares
|
$226,389
0.16% of portfolio
|
Q1 2025
Reduced 29.41%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
360
shares
|
$226,389
0.18% of portfolio
|
Q1 2025
Reduced 77.17%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
359
shares
|
$225,760
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
359
shares
|
$225,760
0.09% of portfolio
|
Q2 2025
Reduced 27.03%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
358
shares
|
$225,131
0.06% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
357
shares
|
$224,503
0.09% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
355
shares
|
$223,245
0.68% of portfolio
|
Q1 2025
Added 144.83%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
355
shares
|
$223,245
0.07% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
353
shares
|
$221,987
0.02% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
353
shares
|
$221,987
0.14% of portfolio
|
Q3 2024
Added 91.85%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
352
shares
|
$221,358
0.13% of portfolio
|
Q3 2024
Added 35.38%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
350
shares
|
$220,101
0.0% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
350
shares
|
$220,101
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
341
shares
|
$214,441
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
340
shares
|
$213,812
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
340
shares
|
$213,812
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
340
shares
|
$213,812
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
337
shares
|
$211,925
0.18% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
336
shares
|
$211,296
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
335
shares
|
$210,668
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
334
shares
|
$210,039
0.23% of portfolio
|
Q2 2025
New holding
|