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 5,058 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 $347 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
1,609
shares
|
$957,113
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Apr 28, 2025 Q1 2025 |
1,608
shares
|
$956,518
4.52% of portfolio
|
Q1 2025
Reduced 79.77%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,607
shares
|
$955,923
0.57% of portfolio
|
Q2 2023
Added 11.75%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
1,607
shares
|
$955,923
0.98% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
1,607
shares
|
$955,923
0.04% of portfolio
|
Q1 2025
Added 69.87%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
1,606
shares
|
$955,329
0.26% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
1,604
shares
|
$954,139
0.17% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
1,604
shares
|
$954,139
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
1,603
shares
|
$953,544
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
1,596
shares
|
$949,380
0.26% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
1,590
shares
|
$945,811
0.24% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
1,590
shares
|
$945,811
0.35% of portfolio
|
Q1 2025
Reduced 63.57%
|
|
|
Alamar Capital Management, LLC
|
May 15, 2025 Q1 2025 |
1,587
shares
|
$944,026
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,587
shares
|
$944,026
0.33% of portfolio
|
Q1 2023
Reduced 49.79%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
1,584
shares
|
$942,242
0.7% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
1,583
shares
|
$941,647
0.48% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
1,583
shares
|
$941,647
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,582
shares
|
$941,052
0.15% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
1,581
shares
|
$940,457
0.44% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
1,577
shares
|
$938,078
0.72% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Lee Johnson Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,572
shares
|
$935,104
0.47% of portfolio
|
Q1 2025
Added 64.44%
|
|
|
Aj Advisors, LLC
Nashville, TN |
May 06, 2025 Q1 2025 |
1,572
shares
|
$935,104
0.45% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,572
shares
|
$935,104
0.86% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
1,566
shares
|
$931,535
0.19% of portfolio
|
Q1 2025
Added 32.6%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
1,565
shares
|
$930,940
0.31% of portfolio
|
Q1 2025
Reduced 5.32%
|