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 5,049 institutions that hold shares in the stock, with a total of 618 Million shares, which have been reported (via 13F filing form) to have a value of $365 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
358
shares
|
$211,384
0.06% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
357
shares
|
$210,794
0.09% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
355
shares
|
$209,613
0.68% of portfolio
|
Q1 2025
Added 144.83%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
355
shares
|
$209,613
0.07% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
353
shares
|
$208,432
0.14% of portfolio
|
Q3 2024
Added 91.85%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
352
shares
|
$207,841
0.13% of portfolio
|
Q3 2024
Added 35.38%
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
351
shares
|
$207,251
0.04% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
341
shares
|
$201,346
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
340
shares
|
$200,756
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
337
shares
|
$198,985
0.18% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
331
shares
|
$195,442
0.1% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
326
shares
|
$192,489
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
325
shares
|
$191,899
0.09% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
323
shares
|
$190,718
0.1% of portfolio
|
Q4 2024
Reduced 21.98%
|
|
|
Chelsea Counsel CO
|
Feb 27, 2025 Q4 2024 |
310
shares
|
$183,042
0.09% of portfolio
|
Q1 2024
Added 8.77%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
309
shares
|
$182,452
0.1% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
305
shares
|
$180,090
0.07% of portfolio
|
N/A
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
295
shares
|
$174,185
0.03% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
289
shares
|
$170,642
0.06% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Feb 13, 2025 Q4 2024 |
280
shares
|
$165,328
0.06% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
280
shares
|
$165,328
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
278
shares
|
$164,147
0.13% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
278
shares
|
$164,147
0.08% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
271
shares
|
$160,014
0.04% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
269
shares
|
$158,833
0.04% of portfolio
|
Q3 2024
Reduced 0.37%
|