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 |
|---|---|---|---|---|---|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
565
shares
|
$355,305
0.24% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
565
shares
|
$355,305
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
561
shares
|
$352,790
0.19% of portfolio
|
Q3 2022
Added 1.63%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
561
shares
|
$352,790
0.19% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
561
shares
|
$352,790
0.22% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
560
shares
|
$352,161
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
559
shares
|
$351,532
0.07% of portfolio
|
Q1 2025
Added 191.15%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
558
shares
|
$350,903
0.19% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
558
shares
|
$350,903
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
557
shares
|
$350,275
0.03% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
556
shares
|
$349,646
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
556
shares
|
$349,646
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
554
shares
|
$348,388
0.23% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
553
shares
|
$347,759
0.05% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
552
shares
|
$347,130
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
552
shares
|
$347,130
0.22% of portfolio
|
Q1 2025
Reduced 50.67%
|
|
|
Af Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
550
shares
|
$345,873
0.06% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
547
shares
|
$343,986
0.19% of portfolio
|
Q2 2025
Added 37.78%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
547
shares
|
$343,986
0.03% of portfolio
|
Q2 2025
Reduced 83.01%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
547
shares
|
$343,986
0.08% of portfolio
|
Q4 2024
Added 22.37%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
547
shares
|
$343,986
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
546
shares
|
$343,357
0.15% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
546
shares
|
$343,357
0.13% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
May 15, 2025 Q1 2025 |
546
shares
|
$343,357
0.18% of portfolio
|
Q1 2025
Reduced 98.6%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
545
shares
|
$342,728
0.24% of portfolio
|
Q3 2024
Added 3.81%
|