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 |
|---|---|---|---|---|---|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
229
shares
|
$143,988
0.1% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
227
shares
|
$142,730
0.03% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
227
shares
|
$142,730
0.05% of portfolio
|
Q1 2025
Added 60.99%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
225
shares
|
$141,473
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
223
shares
|
$140,215
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
222
shares
|
$139,586
0.03% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
222
shares
|
$139,586
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
219
shares
|
$137,700
0.08% of portfolio
|
Q1 2025
Added 28.07%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
217
shares
|
$136,443
0.05% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
216
shares
|
$135,814
0.1% of portfolio
|
Q1 2025
Added 78.51%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
214
shares
|
$134,556
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
211
shares
|
$132,670
0.12% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
210
shares
|
$132,041
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
202
shares
|
$127,011
0.07% of portfolio
|
Q2 2024
Reduced 97.56%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
201
shares
|
$126,382
0.11% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
200
shares
|
$125,754
0.02% of portfolio
|
Q1 2025
Reduced 99.89%
|
|
|
Oakhurst Advisors,Llc
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
200
shares
|
$125,754
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
199
shares
|
$125,125
0.03% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
199
shares
|
$125,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
195
shares
|
$122,610
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
194
shares
|
$121,981
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
192
shares
|
$120,723
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
190
shares
|
$119,466
0.05% of portfolio
|
Q2 2024
Added 3.83%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
184
shares
|
$115,693
0.09% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
183
shares
|
$115,064
0.05% of portfolio
|
Q2 2025
Added 21.19%
|