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 |
---|---|---|---|---|---|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
586
shares
|
$368,511
0.05% of portfolio
|
Q1 2025
Added 14.23%
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
584
shares
|
$367,254
0.62% of portfolio
|
Q4 2024
Added 9.87%
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
583
shares
|
$366,625
0.14% of portfolio
|
Q2 2025
Added 10.84%
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
582
shares
|
$365,996
0.34% of portfolio
|
Q2 2025
Reduced 72.56%
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
580
shares
|
$364,738
0.33% of portfolio
|
Q1 2025
Added 3.57%
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
580
shares
|
$364,738
0.35% of portfolio
|
Q1 2025
Reduced 57.32%
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
578
shares
|
$363,481
0.1% of portfolio
|
Q3 2024
Added 0.52%
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
578
shares
|
$363,481
0.13% of portfolio
|
Q1 2023
Added 0.52%
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
578
shares
|
$363,481
0.2% of portfolio
|
Q1 2025
Added 15.14%
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
578
shares
|
$363,481
0.27% of portfolio
|
Q1 2025
New holding
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
576
shares
|
$362,223
0.12% of portfolio
|
Q2 2025
New holding
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
576
shares
|
$362,223
0.03% of portfolio
|
Q3 2023
Reduced 5.73%
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
574
shares
|
$360,965
0.2% of portfolio
|
Q1 2025
Added 58.13%
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
573
shares
|
$360,336
0.11% of portfolio
|
Q1 2025
Reduced 19.97%
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
573
shares
|
$360,336
6.24% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
Hwg Holdings LP
Houston, TX |
Jul 10, 2025 Q2 2025 |
572
shares
|
$359,707
0.11% of portfolio
|
Q2 2025
Added 6.12%
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
572
shares
|
$359,707
0.17% of portfolio
|
Q2 2024
Added 27.96%
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
572
shares
|
$359,707
0.21% of portfolio
|
Q1 2025
Added 0.35%
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
571
shares
|
$359,079
0.13% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
571
shares
|
$359,079
0.02% of portfolio
|
Q2 2025
Added 0.35%
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
571
shares
|
$359,079
0.12% of portfolio
|
Q1 2025
New holding
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
569
shares
|
$357,821
0.1% of portfolio
|
Q1 2023
Added 0.71%
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
568
shares
|
$357,192
0.12% of portfolio
|
Q1 2025
Added 0.18%
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
568
shares
|
$357,192
0.29% of portfolio
|
Q1 2025
Added 0.18%
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
567
shares
|
$356,563
0.07% of portfolio
|
Q4 2024
Added 9.46%
|