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 |
|---|---|---|---|---|---|
|
Axos Invest Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
609
shares
|
$361,886
0.26% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Ccm Investment Advisers LLC
|
Apr 16, 2025 Q1 2025 |
606
shares
|
$360,103
0.04% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
606
shares
|
$360,103
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Apr 24, 2025 Q1 2025 |
605
shares
|
$359,509
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
603
shares
|
$358,320
0.14% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
603
shares
|
$358,320
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
602
shares
|
$357,726
0.35% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
601
shares
|
$357,132
0.06% of portfolio
|
Q1 2025
Added 19.48%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
600
shares
|
$356,538
0.05% of portfolio
|
Q3 2023
Reduced 7.69%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
600
shares
|
$356,538
0.06% of portfolio
|
Q2 2024
Reduced 15.01%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
600
shares
|
$356,538
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
598
shares
|
$355,349
0.39% of portfolio
|
Q1 2023
Reduced 39.41%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
598
shares
|
$355,349
0.19% of portfolio
|
Q1 2025
Reduced 95.75%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
596
shares
|
$354,161
0.07% of portfolio
|
Q1 2025
Added 43.27%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
594
shares
|
$352,972
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
593
shares
|
$352,378
0.11% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
592
shares
|
$351,784
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
591
shares
|
$351,189
0.29% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
591
shares
|
$351,189
0.2% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
590
shares
|
$350,595
0.08% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
May 01, 2025 Q1 2025 |
590
shares
|
$350,595
0.17% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
589
shares
|
$350,001
0.08% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
589
shares
|
$350,001
0.58% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
588
shares
|
$349,407
0.08% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
588
shares
|
$349,407
0.24% of portfolio
|
Q1 2025
Reduced 6.22%
|