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 5,056 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 |
|---|---|---|---|---|---|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
1,198
shares
|
$711,887
0.44% of portfolio
|
Q1 2025
Added 22.12%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
1,198
shares
|
$711,887
0.19% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Asset Planning Services Inc
|
Apr 23, 2025 Q1 2025 |
1,196
shares
|
$710,699
0.34% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
1,194
shares
|
$709,510
0.36% of portfolio
|
Q4 2021
New holding
|
|
|
Sabby Management, LLC
Upper Saddle River, NJ |
May 15, 2025 Q1 2025 |
1,190
shares
|
$707,133
5.31% of portfolio
|
Q1 2025
Reduced 63.72%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
1,187
shares
|
$705,351
0.2% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
1,185
shares
|
$704,162
0.22% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
1,183
shares
|
$702,974
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,182
shares
|
$702,379
0.25% of portfolio
|
Q3 2024
Added 52.91%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
1,181
shares
|
$701,785
0.24% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
1,177
shares
|
$699,408
0.27% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Rezny Wealth Management, Inc.
|
May 12, 2025 Q1 2025 |
1,176
shares
|
$698,814
0.17% of portfolio
|
Q1 2025
Added 17.48%
|
|
|
Impac Tfolio, LLC
|
Apr 25, 2025 Q1 2025 |
1,175
shares
|
$698,220
0.35% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
1,175
shares
|
$698,220
0.22% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
1,175
shares
|
$698,220
0.07% of portfolio
|
Q1 2025
Added 195.97%
|
|
|
Dock Street Asset Management Inc
|
May 01, 2025 Q1 2025 |
1,173
shares
|
$697,031
0.08% of portfolio
|
Q1 2025
Reduced 27.99%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2025 Q1 2025 |
1,173
shares
|
$697,031
0.0% of portfolio
|
Q1 2025
Reduced 73.8%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
1,169
shares
|
$694,654
0.39% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,168
shares
|
$694,060
0.63% of portfolio
|
Q1 2025
Added 52.88%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
1,166
shares
|
$692,872
0.2% of portfolio
|
Q1 2025
Reduced 16.3%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
1,164
shares
|
$691,683
0.14% of portfolio
|
Q4 2024
Added 40.24%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
1,160
shares
|
$689,306
0.2% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,157
shares
|
$687,524
0.23% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,156
shares
|
$686,929
0.25% of portfolio
|
Q1 2024
Added 13.89%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,155
shares
|
$686,335
0.03% of portfolio
|
Q1 2025
Added 2.39%
|