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 |
|---|---|---|---|---|---|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,461
shares
|
$869,075
0.49% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Aaf Wealth Management, LLC
|
May 16, 2025 Q1 2025 |
1,461
shares
|
$869,075
0.45% of portfolio
|
Q2 2022
Reduced 11.91%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
1,460
shares
|
$868,481
0.11% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
1,457
shares
|
$866,696
0.2% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
1,454
shares
|
$864,911
0.37% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,453
shares
|
$864,317
0.57% of portfolio
|
Q3 2024
Reduced 94.06%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
1,452
shares
|
$863,722
0.62% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,449
shares
|
$861,937
0.09% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
May 12, 2025 Q1 2025 |
1,448
shares
|
$861,342
0.0% of portfolio
|
Q1 2025
Reduced 84.82%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
1,445
shares
|
$859,558
0.11% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,444
shares
|
$858,963
0.18% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Wilson & Boucher Capital Management, LLC
|
May 14, 2025 Q1 2025 |
1,443
shares
|
$858,368
0.6% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
1,441
shares
|
$857,178
0.51% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
1,440
shares
|
$856,584
0.37% of portfolio
|
Q1 2025
Added 102.25%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
1,435
shares
|
$853,609
0.5% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
1,432
shares
|
$851,825
0.19% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,428
shares
|
$849,445
0.27% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
1,423
shares
|
$846,471
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,419
shares
|
$844,092
0.42% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
1,415
shares
|
$841,712
0.65% of portfolio
|
Q1 2025
Added 30.06%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
1,414
shares
|
$841,117
0.3% of portfolio
|
Q2 2022
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
1,414
shares
|
$841,117
0.72% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
1,413
shares
|
$840,523
0.35% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
1,412
shares
|
$839,928
0.08% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
1,410
shares
|
$838,738
0.13% of portfolio
|
Q1 2025
Added 6.82%
|