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 |
|---|---|---|---|---|---|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
1,297
shares
|
$771,520
0.11% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
1,297
shares
|
$771,520
0.18% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
1,295
shares
|
$770,330
0.08% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
1,295
shares
|
$770,330
0.56% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
1,292
shares
|
$768,546
0.08% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,288
shares
|
$766,166
0.42% of portfolio
|
Q4 2022
Added 2.47%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
1,287
shares
|
$765,571
0.3% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,287
shares
|
$765,571
0.71% of portfolio
|
Q1 2024
Added 2.63%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
1,287
shares
|
$765,571
0.44% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
1,286
shares
|
$764,977
0.47% of portfolio
|
Q1 2025
Reduced 52.62%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
1,286
shares
|
$764,977
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
1,285
shares
|
$764,382
0.44% of portfolio
|
Q3 2023
Reduced 1.68%
|
|
|
Silver Lake Advisory, LLC
|
Apr 23, 2025 Q1 2025 |
1,284
shares
|
$763,787
0.31% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
1,284
shares
|
$763,787
0.48% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
1,283
shares
|
$763,192
0.3% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
1,283
shares
|
$763,192
0.12% of portfolio
|
Q1 2025
Added 136.28%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
1,281
shares
|
$762,002
0.26% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
1,281
shares
|
$762,002
0.34% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,279
shares
|
$760,813
0.27% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
1,279
shares
|
$760,813
0.45% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,278
shares
|
$760,218
0.29% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
1,277
shares
|
$759,623
0.2% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Apr 14, 2025 Q1 2025 |
1,276
shares
|
$759,028
0.42% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
1,272
shares
|
$756,649
0.07% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Stegner Investment Associates Inc.
|
May 05, 2025 Q1 2025 |
1,270
shares
|
$755,459
0.5% of portfolio
|
Q1 2025
Added 0.16%
|