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 |
|---|---|---|---|---|---|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
459
shares
|
$272,751
0.17% of portfolio
|
Q1 2025
Reduced 27.26%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
457
shares
|
$271,563
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
456
shares
|
$270,968
0.07% of portfolio
|
Q3 2023
Added 3.17%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
456
shares
|
$270,968
0.08% of portfolio
|
Q1 2025
Reduced 85.78%
|
|
|
Westhampton Capital, LLC
|
Apr 22, 2025 Q1 2025 |
455
shares
|
$270,374
0.14% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
455
shares
|
$270,374
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
455
shares
|
$270,374
0.01% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
453
shares
|
$269,186
0.26% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
452
shares
|
$268,591
0.01% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
452
shares
|
$268,591
0.05% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
451
shares
|
$267,997
0.16% of portfolio
|
Q4 2024
Reduced 14.91%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
450
shares
|
$267,403
0.05% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
450
shares
|
$267,403
0.12% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
450
shares
|
$267,403
0.14% of portfolio
|
Q1 2025
Added 49.5%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
449
shares
|
$266,809
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
449
shares
|
$266,809
0.06% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
449
shares
|
$266,809
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
449
shares
|
$266,809
4.31% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
446
shares
|
$265,026
0.22% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
445
shares
|
$264,432
0.09% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
445
shares
|
$264,432
0.03% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
445
shares
|
$264,432
0.09% of portfolio
|
Q1 2025
Reduced 51.58%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
445
shares
|
$264,432
0.34% of portfolio
|
Q1 2024
Reduced 21.93%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
443
shares
|
$263,243
0.12% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
May 05, 2025 Q1 2025 |
443
shares
|
$263,243
0.14% of portfolio
|
Q1 2025
Added 0.23%
|