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 |
|---|---|---|---|---|---|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
1,329
shares
|
$790,555
0.7% of portfolio
|
Q1 2025
Added 65.5%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
1,329
shares
|
$790,555
0.35% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
1,328
shares
|
$789,960
0.24% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
1,326
shares
|
$788,771
0.51% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
1,324
shares
|
$787,581
0.17% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
1,324
shares
|
$787,581
0.2% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
1,324
shares
|
$787,581
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
1,323
shares
|
$786,986
0.55% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,322
shares
|
$786,391
0.33% of portfolio
|
Q3 2021
Reduced 6.04%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
1,321
shares
|
$785,796
0.04% of portfolio
|
Q1 2025
Added 57.83%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,318
shares
|
$784,012
0.12% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,316
shares
|
$782,822
0.2% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
1,313
shares
|
$781,038
0.35% of portfolio
|
Q1 2025
Added 84.15%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
1,310
shares
|
$779,253
0.41% of portfolio
|
Q1 2025
Reduced 35.94%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Apr 03, 2025 Q1 2025 |
1,308
shares
|
$778,063
0.4% of portfolio
|
Q1 2025
Reduced 36.81%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
1,307
shares
|
$777,468
0.48% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
1,307
shares
|
$777,468
0.12% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
1,306
shares
|
$776,874
0.32% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
1,303
shares
|
$775,089
0.34% of portfolio
|
Q1 2025
Reduced 20.55%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,302
shares
|
$774,494
0.69% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Apr 22, 2025 Q1 2025 |
1,301
shares
|
$773,899
0.25% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
1,301
shares
|
$773,899
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
1,300
shares
|
$773,305
0.2% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,299
shares
|
$772,710
0.26% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
1,297
shares
|
$771,520
0.24% of portfolio
|
Q4 2024
Reduced 1.89%
|