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 |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
108
shares
|
$63,769
0.03% of portfolio
|
Q1 2025
Reduced 27.03%
|
|
|
Skylands Capital, LLC
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$59,046
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
100
shares
|
$59,046
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
100
shares
|
$59,046
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
100
shares
|
$59,046
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
94
shares
|
$55,503
0.02% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
91
shares
|
$53,731
0.03% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
87
shares
|
$51,370
0.04% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
85
shares
|
$50,189
0.0% of portfolio
|
Q1 2025
Reduced 64.44%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
85
shares
|
$50,189
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
85
shares
|
$50,189
0.05% of portfolio
|
Q1 2025
Added 60.38%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
85
shares
|
$50,189
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
85
shares
|
$50,189
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
83
shares
|
$49,008
0.02% of portfolio
|
Q4 2024
Added 56.6%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
82
shares
|
$48,417
0.04% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
80
shares
|
$47,236
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
78
shares
|
$46,055
0.03% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
72
shares
|
$42,513
0.06% of portfolio
|
Q1 2025
Reduced 62.11%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
70
shares
|
$41,332
1.44% of portfolio
|
Q4 2024
Reduced 98.12%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
68
shares
|
$40,151
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
68
shares
|
$40,151
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
62
shares
|
$36,608
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
61
shares
|
$36,018
0.03% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
60
shares
|
$35,427
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
60
shares
|
$35,427
0.03% of portfolio
|
Q1 2025
Reduced 96.67%
|