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 |
|---|---|---|---|---|---|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
1,994
shares
|
$1.18 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
1,993
shares
|
$1.18 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
1,991
shares
|
$1.18 Million
0.64% of portfolio
|
Q1 2025
Added 55.67%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,979
shares
|
$1.17 Million
0.34% of portfolio
|
Q1 2024
Reduced 6.39%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
1,975
shares
|
$1.17 Million
0.83% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Independent Investors Inc
|
May 01, 2025 Q1 2025 |
1,972
shares
|
$1.17 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,972
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 98.92%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
1,967
shares
|
$1.17 Million
0.31% of portfolio
|
Q1 2025
Added 35.84%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
1,965
shares
|
$1.16 Million
0.63% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
1,960
shares
|
$1.16 Million
0.44% of portfolio
|
Q1 2025
Added 228.31%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
1,960
shares
|
$1.16 Million
0.3% of portfolio
|
Q4 2024
Reduced 24.38%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
1,957
shares
|
$1.16 Million
0.3% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,956
shares
|
$1.16 Million
0.74% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,953
shares
|
$1.16 Million
0.24% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Define Financial, LLC
San Diego, CA |
Apr 15, 2025 Q1 2025 |
1,952
shares
|
$1.16 Million
0.79% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
1,951
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
1,951
shares
|
$1.16 Million
0.83% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
1,948
shares
|
$1.15 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Blackstone Inc
New York, NY |
May 15, 2025 Q1 2025 |
1,947
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,946
shares
|
$1.15 Million
0.44% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
1,943
shares
|
$1.15 Million
0.6% of portfolio
|
Q2 2022
Added 61.38%
|
|
|
Postrock Partners LLC
Overland Park, OR |
May 02, 2025 Q1 2025 |
1,941
shares
|
$1.15 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Manor Financial, LLC
|
Apr 28, 2025 Q1 2025 |
1,940
shares
|
$1.15 Million
0.94% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
1,936
shares
|
$1.15 Million
0.18% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
1,933
shares
|
$1.15 Million
0.75% of portfolio
|
Q1 2025
Reduced 8.52%
|