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 5,060 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $340 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
3,947
shares
|
$2.3 Million
0.81% of portfolio
|
Q1 2025
Added 448.19%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
3,946
shares
|
$2.3 Million
0.5% of portfolio
|
Q1 2025
Added 25.07%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
3,938
shares
|
$2.3 Million
0.41% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
3,931
shares
|
$2.29 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
3,931
shares
|
$2.29 Million
0.81% of portfolio
|
Q4 2024
Reduced 97.82%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
3,923
shares
|
$2.29 Million
2.54% of portfolio
|
Q1 2025
Reduced 24.77%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
3,916
shares
|
$2.28 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
3,915
shares
|
$2.28 Million
2.37% of portfolio
|
Q4 2022
Reduced 1.09%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
3,915
shares
|
$2.28 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,911
shares
|
$2.28 Million
0.47% of portfolio
|
Q1 2024
Reduced 27.47%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
3,908
shares
|
$2.28 Million
0.29% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
3,904
shares
|
$2.28 Million
0.25% of portfolio
|
Q1 2025
Reduced 90.31%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
3,901
shares
|
$2.27 Million
1.07% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
3,901
shares
|
$2.27 Million
0.44% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
3,896
shares
|
$2.27 Million
0.61% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
3,893
shares
|
$2.27 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
3,883
shares
|
$2.26 Million
0.23% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
3,876
shares
|
$2.26 Million
1.64% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,871
shares
|
$2.26 Million
0.09% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
3,871
shares
|
$2.26 Million
1.18% of portfolio
|
Q1 2025
Reduced 42.05%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
May 15, 2025 Q1 2025 |
3,867
shares
|
$2.25 Million
1.56% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,865
shares
|
$2.25 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
3,858
shares
|
$2.25 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
3,857
shares
|
$2.25 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
3,853
shares
|
$2.25 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.89%
|