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 |
|---|---|---|---|---|---|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
333
shares
|
$211,261
0.55% of portfolio
|
Q2 2025
Reduced 96.58%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
332
shares
|
$210,627
0.1% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
332
shares
|
$210,627
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
329
shares
|
$208,724
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
328
shares
|
$208,089
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
328
shares
|
$208,089
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
326
shares
|
$206,820
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
325
shares
|
$206,186
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
325
shares
|
$206,186
0.09% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
323
shares
|
$204,917
0.1% of portfolio
|
Q4 2024
Reduced 21.98%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
309
shares
|
$196,035
0.1% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
305
shares
|
$193,498
0.09% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
305
shares
|
$193,498
0.07% of portfolio
|
N/A
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
295
shares
|
$187,153
0.03% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
May 19, 2025 Q1 2025 |
280
shares
|
$177,637
2.05% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
280
shares
|
$177,637
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
278
shares
|
$176,368
0.13% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
278
shares
|
$176,368
0.08% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
271
shares
|
$171,927
0.04% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
269
shares
|
$170,658
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
263
shares
|
$166,852
0.05% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
259
shares
|
$164,314
0.33% of portfolio
|
Q3 2024
Reduced 72.06%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
254
shares
|
$161,142
0.19% of portfolio
|
Q1 2025
Added 33.68%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
253
shares
|
$160,508
0.01% of portfolio
|
Q1 2023
Reduced 43.9%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
253
shares
|
$160,508
0.15% of portfolio
|
Q4 2024
New holding
|