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 |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
259
shares
|
$152,929
0.33% of portfolio
|
Q3 2024
Reduced 72.06%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
257
shares
|
$151,748
0.12% of portfolio
|
Q1 2025
Added 301.56%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
254
shares
|
$149,976
0.19% of portfolio
|
Q1 2025
Added 33.68%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
May 14, 2025 Q1 2025 |
253
shares
|
$149,386
0.01% of portfolio
|
Q1 2023
Reduced 43.9%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
253
shares
|
$149,386
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Tsai Capital Corp
New York, NY |
May 13, 2025 Q1 2025 |
243
shares
|
$143,481
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
241
shares
|
$142,300
0.08% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
238
shares
|
$140,529
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
235
shares
|
$138,758
0.06% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
235
shares
|
$138,758
0.01% of portfolio
|
Q1 2025
Reduced 28.79%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
233
shares
|
$137,577
0.04% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
233
shares
|
$137,577
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
229
shares
|
$135,215
0.1% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
227
shares
|
$134,034
0.03% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
227
shares
|
$134,034
0.05% of portfolio
|
Q1 2025
Added 60.99%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
225
shares
|
$132,853
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
223
shares
|
$131,672
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
222
shares
|
$131,082
0.03% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
222
shares
|
$131,082
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
219
shares
|
$129,310
0.05% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
219
shares
|
$129,310
0.08% of portfolio
|
Q1 2025
Added 28.07%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
217
shares
|
$128,129
0.05% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
214
shares
|
$126,358
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
211
shares
|
$124,587
0.13% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
210
shares
|
$123,996
0.15% of portfolio
|
Q1 2024
New holding
|