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 |
|---|---|---|---|---|---|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
1,152
shares
|
$684,552
0.12% of portfolio
|
Q1 2025
Added 23.34%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
1,152
shares
|
$684,552
0.1% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
1,151
shares
|
$683,958
0.16% of portfolio
|
Q1 2025
Added 188.47%
|
|
|
Bath Savings Trust CO
|
Apr 07, 2025 Q1 2025 |
1,149
shares
|
$682,770
0.07% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
1,148
shares
|
$682,176
0.37% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
1,147
shares
|
$681,581
0.59% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
1,145
shares
|
$680,393
0.11% of portfolio
|
Q3 2023
Reduced 98.65%
|
|
|
Lincoln Capital LLC
|
May 13, 2025 Q1 2025 |
1,144
shares
|
$679,799
0.13% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
1,139
shares
|
$676,827
0.19% of portfolio
|
Q1 2025
Added 123.77%
|
|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
1,139
shares
|
$676,827
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,136
shares
|
$675,045
0.13% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
1,134
shares
|
$673,856
0.15% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
1,132
shares
|
$672,668
0.34% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
1,131
shares
|
$672,074
0.11% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
1,129
shares
|
$670,885
0.15% of portfolio
|
Q1 2025
Reduced 25.53%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,129
shares
|
$670,885
0.26% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
1,127
shares
|
$669,697
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,126
shares
|
$669,102
0.21% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
1,124
shares
|
$667,914
0.45% of portfolio
|
Q3 2023
Added 54.4%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
1,123
shares
|
$667,320
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
1,123
shares
|
$667,320
0.2% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
1,123
shares
|
$667,320
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
1,122
shares
|
$666,726
0.25% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
1,122
shares
|
$666,726
0.55% of portfolio
|
Q1 2025
Reduced 23.26%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
May 12, 2025 Q1 2025 |
1,121
shares
|
$666,131
0.27% of portfolio
|
Q1 2025
Reduced 3.45%
|