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 $346 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,124
shares
|
$1.26 Million
1.03% of portfolio
|
Q1 2025
Added 289.01%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
2,123
shares
|
$1.26 Million
0.95% of portfolio
|
Q4 2024
Added 106.32%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Apr 17, 2025 Q1 2025 |
2,122
shares
|
$1.26 Million
0.09% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
2,121
shares
|
$1.26 Million
0.19% of portfolio
|
Q3 2023
Reduced 8.14%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
2,121
shares
|
$1.26 Million
0.24% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
2,121
shares
|
$1.26 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
2,114
shares
|
$1.25 Million
0.36% of portfolio
|
Q1 2025
Added 130.53%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
2,112
shares
|
$1.25 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
2,110
shares
|
$1.25 Million
0.45% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
2,109
shares
|
$1.25 Million
0.79% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
2,106
shares
|
$1.25 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
2,100
shares
|
$1.24 Million
0.49% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
2,099
shares
|
$1.24 Million
0.23% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
2,098
shares
|
$1.24 Million
1.05% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
2,084
shares
|
$1.24 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
2,083
shares
|
$1.23 Million
0.14% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
2,078
shares
|
$1.23 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
2,076
shares
|
$1.23 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
2,074
shares
|
$1.23 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Apr 11, 2025 Q1 2025 |
2,071
shares
|
$1.23 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
2,069
shares
|
$1.23 Million
0.76% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
2,068
shares
|
$1.23 Million
0.56% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
2,067
shares
|
$1.23 Million
0.26% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Congress Park Capital LLC
|
Apr 21, 2025 Q1 2025 |
2,065
shares
|
$1.22 Million
0.44% of portfolio
|
Q1 2025
Reduced 27.92%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
2,061
shares
|
$1.22 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.39%
|