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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
59
shares
|
$34,837
1.89% of portfolio
|
Q1 2025
Added 13.46%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
58
shares
|
$34,246
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
55
shares
|
$32,475
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
55
shares
|
$32,475
0.01% of portfolio
|
Q4 2024
Reduced 39.56%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
52
shares
|
$30,703
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
50
shares
|
$29,523
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
40
shares
|
$23,618
0.02% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Db Fitzpatrick & Co, Inc
|
Apr 21, 2025 Q1 2025 |
39
shares
|
$23,027
0.02% of portfolio
|
Q2 2024
Reduced 50.63%
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
38
shares
|
$22,437
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
35
shares
|
$20,666
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
34
shares
|
$20,075
0.02% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
32
shares
|
$18,894
0.0% of portfolio
|
Q1 2025
Reduced 56.76%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
31
shares
|
$18,304
0.01% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
31
shares
|
$18,304
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
30
shares
|
$17,713
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
May 15, 2025 Q1 2025 |
29
shares
|
$17,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
26
shares
|
$15,351
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
24
shares
|
$14,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
23
shares
|
$13,580
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capco Asset Management, LLC
|
May 12, 2025 Q1 2025 |
22
shares
|
$12,990
0.0% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
20
shares
|
$11,809
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
20
shares
|
$11,809
0.01% of portfolio
|
Q1 2025
Reduced 99.82%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
17
shares
|
$10,037
0.01% of portfolio
|
Q1 2025
New holding
|