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 |
|---|---|---|---|---|---|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
524
shares
|
$329,522
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
522
shares
|
$328,264
0.08% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
522
shares
|
$328,264
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
521
shares
|
$327,636
0.14% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
521
shares
|
$327,636
0.16% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
520
shares
|
$327,007
0.22% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
520
shares
|
$327,007
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
520
shares
|
$327,007
0.05% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
518
shares
|
$325,749
0.17% of portfolio
|
Q2 2025
Added 26.34%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
516
shares
|
$324,491
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
515
shares
|
$323,862
0.02% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
515
shares
|
$323,862
0.24% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
513
shares
|
$322,605
0.07% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Dash Acquisitions Inc.
|
May 14, 2025 Q1 2025 |
512
shares
|
$321,976
0.07% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
512
shares
|
$321,976
0.19% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
512
shares
|
$321,976
0.29% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
510
shares
|
$320,718
0.05% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
509
shares
|
$320,089
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
509
shares
|
$320,089
0.25% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
505
shares
|
$317,574
0.05% of portfolio
|
Q1 2025
Added 11.23%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
505
shares
|
$317,574
0.22% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
505
shares
|
$317,574
0.3% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
504
shares
|
$316,945
0.01% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
503
shares
|
$316,316
0.02% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
503
shares
|
$316,316
0.19% of portfolio
|
Q3 2024
Reduced 31.75%
|