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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
640
shares
|
$380,307
0.08% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
638
shares
|
$379,118
0.09% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
637
shares
|
$378,524
0.35% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
635
shares
|
$377,336
0.06% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
634
shares
|
$376,741
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
630
shares
|
$374,364
0.06% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
629
shares
|
$373,770
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
629
shares
|
$373,770
0.19% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
628
shares
|
$373,176
0.1% of portfolio
|
Q1 2025
Reduced 49.48%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
627
shares
|
$372,582
0.11% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
626
shares
|
$371,987
0.18% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
625
shares
|
$371,393
0.15% of portfolio
|
Q1 2024
Reduced 18.09%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Apr 30, 2025 Q1 2025 |
625
shares
|
$371,393
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
623
shares
|
$370,205
0.06% of portfolio
|
Q1 2024
Reduced 24.94%
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
619
shares
|
$367,828
0.14% of portfolio
|
Q1 2025
Reduced 46.91%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
619
shares
|
$367,828
0.13% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
619
shares
|
$367,828
0.11% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
617
shares
|
$366,639
0.21% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
617
shares
|
$366,639
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
616
shares
|
$366,045
0.22% of portfolio
|
Q3 2022
Reduced 44.9%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
616
shares
|
$366,045
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
615
shares
|
$365,451
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
614
shares
|
$364,857
0.37% of portfolio
|
Q1 2025
Reduced 51.31%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
612
shares
|
$363,668
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
609
shares
|
$361,886
0.2% of portfolio
|
Q1 2025
Reduced 7.45%
|