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 |
|---|---|---|---|---|---|
|
Bosman Wealth Management, LLC
Redlands, CA |
Apr 30, 2025 Q1 2025 |
851
shares
|
$505,689
0.48% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
850
shares
|
$505,095
0.38% of portfolio
|
Q1 2025
Added 130.35%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
849
shares
|
$504,501
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
848
shares
|
$503,907
0.34% of portfolio
|
Q4 2021
New holding
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
847
shares
|
$503,312
0.37% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
847
shares
|
$503,312
0.14% of portfolio
|
Q1 2025
Added 35.96%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
847
shares
|
$503,312
0.17% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
847
shares
|
$503,312
0.55% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
843
shares
|
$500,935
0.26% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
842
shares
|
$500,341
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
840
shares
|
$499,153
0.22% of portfolio
|
Q4 2023
Added 6.33%
|
|
|
Barton Investment Management
|
Apr 11, 2025 Q1 2025 |
839
shares
|
$498,558
0.06% of portfolio
|
Q2 2024
Reduced 18.86%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
838
shares
|
$497,964
0.2% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
836
shares
|
$496,776
0.17% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
May 05, 2025 Q1 2025 |
836
shares
|
$496,776
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
834
shares
|
$495,587
0.11% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
834
shares
|
$495,587
0.27% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
832
shares
|
$494,399
0.15% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
832
shares
|
$494,399
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
831
shares
|
$493,805
0.23% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
830
shares
|
$493,210
0.0% of portfolio
|
Q1 2025
Reduced 98.44%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
829
shares
|
$492,616
0.16% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
829
shares
|
$492,616
0.23% of portfolio
|
Q1 2025
Added 23.36%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
826
shares
|
$490,833
0.23% of portfolio
|
Q1 2025
Reduced 44.38%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
826
shares
|
$490,833
0.51% of portfolio
|
Q1 2025
Added 8.83%
|