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 |
|---|---|---|---|---|---|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
678
shares
|
$426,367
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
678
shares
|
$426,367
0.12% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
676
shares
|
$425,109
0.35% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
674
shares
|
$423,851
0.18% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
671
shares
|
$421,965
0.23% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
670
shares
|
$421,336
0.28% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
668
shares
|
$420,078
0.19% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
668
shares
|
$420,078
0.08% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
May 01, 2025 Q1 2025 |
668
shares
|
$420,078
0.23% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
668
shares
|
$420,078
0.16% of portfolio
|
Q1 2025
Reduced 86.52%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
666
shares
|
$418,820
0.2% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
666
shares
|
$418,820
0.1% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
666
shares
|
$418,820
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
664
shares
|
$417,563
0.2% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
664
shares
|
$417,563
0.3% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
663
shares
|
$416,934
3.99% of portfolio
|
Q4 2023
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
661
shares
|
$415,676
0.21% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
660
shares
|
$415,047
0.12% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Jul 23, 2025 Q2 2025 |
660
shares
|
$415,047
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
657
shares
|
$413,161
0.42% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
656
shares
|
$412,532
0.07% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Compass Capital Management, Inc
|
Apr 17, 2025 Q1 2025 |
656
shares
|
$412,532
0.03% of portfolio
|
Q1 2025
Reduced 98.41%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
655
shares
|
$411,903
0.05% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
655
shares
|
$411,903
0.05% of portfolio
|
Q1 2025
Added 71.02%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
655
shares
|
$411,903
0.31% of portfolio
|
Q1 2025
Added 43.96%
|