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 5,094 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 $372 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
119
shares
|
$74,736
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
119
shares
|
$74,736
0.06% of portfolio
|
Q1 2025
Added 1187.39%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
118
shares
|
$74,108
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
117
shares
|
$73,480
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
116
shares
|
$72,852
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
115
shares
|
$72,224
0.01% of portfolio
|
Q1 2025
Reduced 35.03%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
111
shares
|
$69,712
0.03% of portfolio
|
Q3 2022
Added 0.91%
|
|
|
Skylands Capital, LLC
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$62,804
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
100
shares
|
$62,804
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
100
shares
|
$62,804
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
100
shares
|
$62,804
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
94
shares
|
$59,035
0.02% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
91
shares
|
$57,151
0.03% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
87
shares
|
$54,639
0.04% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
85
shares
|
$53,383
0.0% of portfolio
|
Q1 2025
Reduced 64.44%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
85
shares
|
$53,383
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
85
shares
|
$53,383
0.05% of portfolio
|
Q1 2025
Added 60.38%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
85
shares
|
$53,383
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
85
shares
|
$53,383
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
83
shares
|
$52,127
0.02% of portfolio
|
Q4 2024
Added 56.6%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
82
shares
|
$51,499
0.04% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
80
shares
|
$50,243
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
78
shares
|
$48,987
0.03% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
72
shares
|
$45,218
0.06% of portfolio
|
Q1 2025
Reduced 62.11%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
70
shares
|
$43,962
1.44% of portfolio
|
Q4 2024
Reduced 98.12%
|