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 |
|---|---|---|---|---|---|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
739
shares
|
$439,135
0.21% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
739
shares
|
$439,135
0.28% of portfolio
|
Q1 2025
Reduced 28.87%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
739
shares
|
$439,135
0.08% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
739
shares
|
$439,135
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
James Hambro & Partners
|
Apr 17, 2025 Q1 2025 |
738
shares
|
$438,541
0.02% of portfolio
|
Q1 2025
Reduced 53.53%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
738
shares
|
$438,541
0.18% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
738
shares
|
$438,541
0.28% of portfolio
|
Q1 2023
Reduced 59.27%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
735
shares
|
$436,759
0.28% of portfolio
|
Q1 2025
Added 15.93%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
734
shares
|
$436,164
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
730
shares
|
$433,787
0.14% of portfolio
|
Q1 2025
Added 44.84%
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
729
shares
|
$433,193
0.19% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
724
shares
|
$430,222
0.16% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
723
shares
|
$429,628
0.37% of portfolio
|
Q1 2024
Added 0.98%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
723
shares
|
$429,628
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
David Kennon Inc
Sarasota, FL |
Apr 22, 2025 Q1 2025 |
721
shares
|
$428,439
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
721
shares
|
$428,439
0.2% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
719
shares
|
$427,251
0.43% of portfolio
|
Q3 2022
Reduced 29.44%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
719
shares
|
$427,251
0.08% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
717
shares
|
$426,062
0.13% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Apr 10, 2025 Q1 2025 |
712
shares
|
$423,091
0.08% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
710
shares
|
$421,903
0.14% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Apr 21, 2025 Q1 2025 |
710
shares
|
$421,903
0.03% of portfolio
|
Q1 2025
Reduced 41.42%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
May 05, 2025 Q1 2025 |
710
shares
|
$421,903
0.34% of portfolio
|
Q1 2025
Reduced 59.5%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
May 14, 2025 Q1 2025 |
709
shares
|
$421,309
0.39% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Emory University
Atlanta, GA |
May 15, 2025 Q1 2025 |
708
shares
|
$420,714
16.77% of portfolio
|
Q1 2025
Reduced 9.35%
|