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 |
|---|---|---|---|---|---|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
85
shares
|
$53,453
0.0% of portfolio
|
Q1 2025
Reduced 64.44%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
85
shares
|
$53,453
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
85
shares
|
$53,453
0.05% of portfolio
|
Q1 2025
Added 60.38%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
85
shares
|
$53,453
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
85
shares
|
$53,453
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
83
shares
|
$52,195
0.02% of portfolio
|
Q4 2024
Added 56.6%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
82
shares
|
$51,566
0.04% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
80
shares
|
$50,308
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
78
shares
|
$49,051
0.03% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
72
shares
|
$45,277
0.06% of portfolio
|
Q1 2025
Reduced 62.11%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
70
shares
|
$44,020
1.44% of portfolio
|
Q4 2024
Reduced 98.12%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
68
shares
|
$42,762
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
68
shares
|
$42,762
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
64
shares
|
$40,247
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
63
shares
|
$39,618
0.02% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
62
shares
|
$38,989
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
61
shares
|
$38,360
0.03% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
60
shares
|
$37,731
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
60
shares
|
$37,731
0.03% of portfolio
|
Q1 2025
Reduced 96.67%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
58
shares
|
$36,473
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
55
shares
|
$34,587
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
55
shares
|
$34,587
1.66% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
55
shares
|
$34,587
0.01% of portfolio
|
Q4 2024
Reduced 39.56%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
52
shares
|
$32,700
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jul 17, 2025 Q2 2025 |
45
shares
|
$28,298
0.02% of portfolio
|
Q2 2025
New holding
|