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 |
|---|---|---|---|---|---|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
824
shares
|
$489,645
0.01% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
824
shares
|
$489,645
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
821
shares
|
$487,862
0.27% of portfolio
|
Q4 2023
Added 0.12%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
816
shares
|
$484,891
0.05% of portfolio
|
Q1 2025
Reduced 57.48%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
816
shares
|
$484,891
0.21% of portfolio
|
Q1 2025
Added 30.35%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
815
shares
|
$484,297
0.08% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
814
shares
|
$483,703
0.05% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
811
shares
|
$481,920
0.08% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
808
shares
|
$480,137
0.03% of portfolio
|
Q2 2024
Added 22.8%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
806
shares
|
$478,949
0.13% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
805
shares
|
$478,355
0.36% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
805
shares
|
$478,355
0.88% of portfolio
|
Q2 2024
Reduced 49.05%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
804
shares
|
$477,760
0.15% of portfolio
|
Q1 2025
Added 156.05%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
804
shares
|
$477,760
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
803
shares
|
$477,166
0.24% of portfolio
|
Q1 2025
Reduced 57.33%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
800
shares
|
$475,384
0.01% of portfolio
|
Q4 2023
Reduced 70.99%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
800
shares
|
$475,384
0.3% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
800
shares
|
$475,384
0.4% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
797
shares
|
$473,601
0.33% of portfolio
|
Q1 2025
Reduced 19.09%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
796
shares
|
$473,007
0.06% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
796
shares
|
$473,007
0.12% of portfolio
|
Q1 2025
Reduced 88.52%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
794
shares
|
$471,818
0.15% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
794
shares
|
$471,818
0.62% of portfolio
|
Q4 2024
Added 22.91%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
792
shares
|
$470,630
0.12% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
792
shares
|
$470,630
0.14% of portfolio
|
Q4 2023
Reduced 18.52%
|