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 593 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 |
|---|---|---|---|---|---|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
325
shares
|
$204,350
0.09% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
323
shares
|
$203,092
0.1% of portfolio
|
Q4 2024
Reduced 21.98%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
309
shares
|
$194,289
0.1% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
305
shares
|
$191,774
0.09% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
305
shares
|
$191,774
0.07% of portfolio
|
N/A
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
295
shares
|
$185,487
0.03% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
May 19, 2025 Q1 2025 |
280
shares
|
$176,055
2.05% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
280
shares
|
$176,055
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
278
shares
|
$174,798
0.13% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
278
shares
|
$174,798
0.08% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
271
shares
|
$170,396
0.04% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
269
shares
|
$169,139
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
263
shares
|
$165,366
0.05% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
259
shares
|
$162,851
0.33% of portfolio
|
Q3 2024
Reduced 72.06%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
254
shares
|
$159,707
0.19% of portfolio
|
Q1 2025
Added 33.68%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
253
shares
|
$159,078
0.01% of portfolio
|
Q1 2023
Reduced 43.9%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
253
shares
|
$159,078
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Tsai Capital Corp
New York, NY |
May 13, 2025 Q1 2025 |
243
shares
|
$152,791
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
241
shares
|
$151,533
0.08% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
238
shares
|
$149,647
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
235
shares
|
$147,760
0.01% of portfolio
|
Q1 2025
Reduced 28.79%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
233
shares
|
$146,503
0.04% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
233
shares
|
$146,503
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
232
shares
|
$145,874
0.06% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
230
shares
|
$144,617
0.03% of portfolio
|
Q2 2025
Added 13.3%
|