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 |
|---|---|---|---|---|---|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
484
shares
|
$287,607
0.14% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Regency Capital Management Inc.\De
|
May 05, 2025 Q1 2025 |
484
shares
|
$287,607
0.16% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
484
shares
|
$287,607
0.17% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
484
shares
|
$287,607
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
482
shares
|
$286,418
0.15% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Weybosset Research & Management LLC
|
Apr 09, 2025 Q1 2025 |
480
shares
|
$285,230
0.1% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
479
shares
|
$284,636
0.14% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
May 14, 2025 Q1 2025 |
478
shares
|
$284,041
0.02% of portfolio
|
Q1 2022
Reduced 27.36%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
477
shares
|
$283,447
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
475
shares
|
$282,259
0.09% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
472
shares
|
$280,476
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
471
shares
|
$279,882
0.14% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
471
shares
|
$279,882
0.23% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
469
shares
|
$278,693
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
468
shares
|
$278,099
0.19% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
468
shares
|
$278,099
0.09% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Moulton Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
467
shares
|
$277,505
0.2% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
May 12, 2025 Q1 2025 |
466
shares
|
$276,911
0.15% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
465
shares
|
$276,316
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
464
shares
|
$275,722
0.06% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
464
shares
|
$275,722
0.1% of portfolio
|
Q1 2025
Reduced 55.43%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
464
shares
|
$275,722
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
462
shares
|
$274,534
0.09% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
460
shares
|
$273,345
0.17% of portfolio
|
Q4 2024
Added 15.87%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
459
shares
|
$272,751
0.17% of portfolio
|
Q1 2024
Reduced 0.65%
|