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 5,070 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 $349 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
7,264
shares
|
$4.34 Million
1.68% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
7,258
shares
|
$4.34 Million
0.32% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
7,253
shares
|
$4.33 Million
1.55% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
7,252
shares
|
$4.33 Million
0.25% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
7,248
shares
|
$4.33 Million
1.36% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
7,243
shares
|
$4.33 Million
1.74% of portfolio
|
Q4 2022
Reduced 2.52%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
7,228
shares
|
$4.32 Million
1.74% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
7,217
shares
|
$4.31 Million
0.14% of portfolio
|
Q1 2025
Reduced 96.54%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
7,213
shares
|
$4.31 Million
1.63% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
7,204
shares
|
$4.3 Million
1.84% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
7,192
shares
|
$4.3 Million
1.4% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
7,192
shares
|
$4.3 Million
1.36% of portfolio
|
Q1 2025
Added 100.84%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
7,191
shares
|
$4.3 Million
1.65% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
7,186
shares
|
$4.29 Million
0.43% of portfolio
|
Q1 2025
Added 16.47%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
7,140
shares
|
$4.27 Million
4.91% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
7,134
shares
|
$4.26 Million
2.23% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
7,131
shares
|
$4.26 Million
1.23% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
7,124
shares
|
$4.26 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
7,115
shares
|
$4.25 Million
0.1% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
7,094
shares
|
$4.24 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Catalyst Private Wealth, LLC
|
Apr 08, 2025 Q1 2025 |
7,089
shares
|
$4.24 Million
2.58% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
7,075
shares
|
$4.23 Million
1.73% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
7,074
shares
|
$4.23 Million
2.63% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
7,047
shares
|
$4.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,030
shares
|
$4.2 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.06%
|