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 |
|---|---|---|---|---|---|
|
Pachira Investments Inc.
|
May 05, 2025 Q1 2025 |
442
shares
|
$262,649
0.19% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
442
shares
|
$262,649
0.06% of portfolio
|
Q2 2023
Reduced 38.35%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
442
shares
|
$262,649
0.11% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
440
shares
|
$261,461
0.56% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
437
shares
|
$259,678
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
437
shares
|
$259,678
0.13% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
435
shares
|
$258,490
0.07% of portfolio
|
Q3 2024
Reduced 18.54%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
435
shares
|
$258,490
0.09% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
434
shares
|
$257,895
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
434
shares
|
$257,895
0.01% of portfolio
|
Q1 2025
Added 22.95%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
430
shares
|
$255,518
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
429
shares
|
$254,924
0.25% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
428
shares
|
$254,330
0.01% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
428
shares
|
$254,330
0.37% of portfolio
|
Q1 2025
Reduced 47.1%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
428
shares
|
$254,330
0.19% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
427
shares
|
$253,736
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
426
shares
|
$253,141
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
426
shares
|
$253,141
0.02% of portfolio
|
Q1 2025
Reduced 25.26%
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
425
shares
|
$252,547
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
425
shares
|
$252,547
0.18% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
423
shares
|
$251,359
0.03% of portfolio
|
Q2 2024
Reduced 58.24%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
423
shares
|
$251,359
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
423
shares
|
$251,359
0.22% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
421
shares
|
$250,170
0.02% of portfolio
|
Q1 2025
Added 23.1%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
421
shares
|
$250,170
0.1% of portfolio
|
Q1 2025
Reduced 97.21%
|