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 |
|---|---|---|---|---|---|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
684
shares
|
$406,453
11.87% of portfolio
|
Q1 2023
Reduced 83.33%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
684
shares
|
$406,453
0.36% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Wallace Hart LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
683
shares
|
$405,859
0.96% of portfolio
|
Q1 2025
Reduced 99.27%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
682
shares
|
$405,264
0.15% of portfolio
|
Q2 2024
Added 27.0%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
681
shares
|
$404,670
0.23% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
681
shares
|
$404,670
0.11% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
680
shares
|
$404,076
0.26% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
678
shares
|
$402,887
0.25% of portfolio
|
Q1 2025
Reduced 71.12%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
678
shares
|
$402,887
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
678
shares
|
$402,887
0.16% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Fcg Investment CO
Germantown, TN |
May 13, 2025 Q1 2025 |
678
shares
|
$402,887
0.24% of portfolio
|
Q1 2025
Reduced 96.33%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
676
shares
|
$401,699
0.35% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
674
shares
|
$400,511
0.18% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
671
shares
|
$398,728
0.23% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
670
shares
|
$398,134
0.28% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
668
shares
|
$396,945
0.08% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
May 01, 2025 Q1 2025 |
668
shares
|
$396,945
0.23% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
668
shares
|
$396,945
0.16% of portfolio
|
Q1 2025
Reduced 86.52%
|
|
|
Miller Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
666
shares
|
$395,757
0.21% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
666
shares
|
$395,757
0.1% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
666
shares
|
$395,757
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Baugh & Associates, LLC
|
Apr 23, 2025 Q1 2025 |
664
shares
|
$394,568
0.18% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
664
shares
|
$394,568
0.2% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
664
shares
|
$394,568
0.3% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
663
shares
|
$393,974
3.99% of portfolio
|
Q4 2023
New holding
|