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 5,100 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 $373 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
634
shares
|
$398,697
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
633
shares
|
$398,068
0.1% of portfolio
|
Q2 2025
Added 21.03%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
630
shares
|
$396,181
0.06% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
629
shares
|
$395,552
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
629
shares
|
$395,552
0.19% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
628
shares
|
$394,924
0.23% of portfolio
|
Q2 2025
Reduced 84.73%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
627
shares
|
$394,295
0.11% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
626
shares
|
$393,666
0.1% of portfolio
|
Q2 2025
Added 25.45%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
626
shares
|
$393,666
0.18% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
625
shares
|
$393,037
0.04% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
625
shares
|
$393,037
0.15% of portfolio
|
Q1 2024
Reduced 18.09%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
623
shares
|
$391,779
0.06% of portfolio
|
Q1 2024
Reduced 24.94%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jul 23, 2025 Q2 2025 |
621
shares
|
$390,522
0.29% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
620
shares
|
$389,893
0.03% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
618
shares
|
$388,635
0.26% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
617
shares
|
$388,006
0.21% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
617
shares
|
$388,006
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
616
shares
|
$387,377
0.22% of portfolio
|
Q3 2022
Reduced 44.9%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
616
shares
|
$387,377
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
615
shares
|
$386,748
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
614
shares
|
$386,120
0.37% of portfolio
|
Q1 2025
Reduced 51.31%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
612
shares
|
$384,862
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
609
shares
|
$382,975
0.17% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
606
shares
|
$381,089
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
605
shares
|
$380,460
0.32% of portfolio
|
Q3 2024
New holding
|