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 |
|---|---|---|---|---|---|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
767
shares
|
$455,774
0.34% of portfolio
|
Q1 2025
Added 27.83%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
765
shares
|
$454,585
0.09% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
765
shares
|
$454,585
0.07% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
765
shares
|
$454,585
0.09% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
763
shares
|
$453,397
0.2% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
5th Street Advisors, LLC
|
May 15, 2025 Q1 2025 |
762
shares
|
$452,803
0.21% of portfolio
|
Q4 2024
Reduced 31.78%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
May 07, 2025 Q1 2025 |
762
shares
|
$452,803
0.61% of portfolio
|
Q1 2025
Added 27.0%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
761
shares
|
$452,209
0.21% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
761
shares
|
$452,209
0.47% of portfolio
|
Q1 2025
Reduced 29.86%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
759
shares
|
$451,020
0.26% of portfolio
|
Q1 2025
Added 14.14%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
759
shares
|
$451,020
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
757
shares
|
$449,832
0.19% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
757
shares
|
$449,832
0.36% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
756
shares
|
$449,237
0.29% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
755
shares
|
$448,643
0.08% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
754
shares
|
$448,049
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
752
shares
|
$446,860
0.11% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
750
shares
|
$445,672
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
747
shares
|
$443,889
0.06% of portfolio
|
Q3 2024
Added 94.53%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
744
shares
|
$442,107
0.4% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
743
shares
|
$441,512
0.35% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
742
shares
|
$440,918
0.27% of portfolio
|
Q3 2023
Added 26.19%
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
742
shares
|
$440,918
0.35% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
741
shares
|
$440,324
0.15% of portfolio
|
Q1 2025
Reduced 15.6%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
740
shares
|
$439,730
0.08% of portfolio
|
Q3 2024
Reduced 2.25%
|