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 |
|---|---|---|---|---|---|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
568
shares
|
$337,522
0.29% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
567
shares
|
$336,928
0.07% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
566
shares
|
$336,334
0.07% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
565
shares
|
$335,739
0.24% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Apr 22, 2025 Q1 2025 |
565
shares
|
$335,739
0.37% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
561
shares
|
$333,363
0.19% of portfolio
|
Q3 2022
Added 1.63%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
561
shares
|
$333,363
0.19% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
561
shares
|
$333,363
0.22% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
560
shares
|
$332,768
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
559
shares
|
$332,174
0.07% of portfolio
|
Q1 2025
Added 191.15%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
May 09, 2025 Q1 2025 |
559
shares
|
$332,174
33.15% of portfolio
|
Q1 2025
Reduced 98.7%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
558
shares
|
$331,580
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
557
shares
|
$330,986
0.03% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
556
shares
|
$330,391
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
554
shares
|
$329,203
0.23% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
553
shares
|
$328,609
0.07% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Oak Family Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
553
shares
|
$328,609
0.11% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
552
shares
|
$328,014
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
552
shares
|
$328,014
0.22% of portfolio
|
Q1 2025
Reduced 50.67%
|
|
|
Af Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
550
shares
|
$326,826
0.06% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
549
shares
|
$326,232
0.15% of portfolio
|
Q1 2025
Added 43.34%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
548
shares
|
$325,638
0.05% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Cardinal Capital Management
|
Apr 17, 2025 Q1 2025 |
547
shares
|
$325,043
0.05% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
547
shares
|
$325,043
0.08% of portfolio
|
Q4 2024
Added 22.37%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
547
shares
|
$325,043
0.15% of portfolio
|
Q1 2025
New holding
|