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 |
|---|---|---|---|---|---|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
May 05, 2025 Q1 2025 |
421
shares
|
$250,170
0.1% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
421
shares
|
$250,170
0.17% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
420
shares
|
$249,576
0.05% of portfolio
|
Q4 2024
Reduced 14.11%
|
|
|
Barnett & Company, Inc.
|
May 12, 2025 Q1 2025 |
420
shares
|
$249,576
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
418
shares
|
$248,388
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
418
shares
|
$248,388
0.12% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
418
shares
|
$248,388
0.09% of portfolio
|
Q1 2025
Reduced 19.46%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
418
shares
|
$248,388
0.18% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
417
shares
|
$247,793
0.21% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
416
shares
|
$247,199
0.12% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
415
shares
|
$246,605
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
414
shares
|
$246,011
0.06% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
413
shares
|
$245,416
0.22% of portfolio
|
Q1 2025
Reduced 96.61%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
411
shares
|
$244,228
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
411
shares
|
$244,228
0.06% of portfolio
|
Q1 2025
Reduced 68.65%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Apr 30, 2025 Q1 2025 |
411
shares
|
$244,228
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
410
shares
|
$243,634
0.13% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
410
shares
|
$243,634
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Notis Mc Conarty Edward
|
May 06, 2025 Q1 2025 |
409
shares
|
$243,040
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
409
shares
|
$243,040
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
409
shares
|
$243,040
0.07% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
406
shares
|
$241,257
0.11% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
406
shares
|
$241,257
0.06% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
406
shares
|
$241,257
0.28% of portfolio
|
Q3 2024
Reduced 19.28%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Apr 24, 2025 Q1 2025 |
406
shares
|
$241,257
0.13% of portfolio
|
Q1 2025
Reduced 3.56%
|