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 5,100 institutions that hold shares in the stock, with a total of 593 Million shares, which have been reported (via 13F filing form) to have a value of $373 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
83
shares
|
$52,187
0.02% of portfolio
|
Q4 2024
Added 56.6%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
82
shares
|
$51,559
0.04% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
80
shares
|
$50,301
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
78
shares
|
$49,044
0.03% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
72
shares
|
$45,271
0.06% of portfolio
|
Q1 2025
Reduced 62.11%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
70
shares
|
$44,013
1.44% of portfolio
|
Q4 2024
Reduced 98.12%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
68
shares
|
$42,756
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
68
shares
|
$42,756
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
64
shares
|
$40,241
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
63
shares
|
$39,612
0.02% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
62
shares
|
$38,983
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
61
shares
|
$38,354
0.03% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
60
shares
|
$37,726
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
60
shares
|
$37,726
0.03% of portfolio
|
Q1 2025
Reduced 96.67%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
59
shares
|
$37,097
1.89% of portfolio
|
Q1 2025
Added 13.46%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
58
shares
|
$36,468
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
55
shares
|
$34,582
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
55
shares
|
$34,582
0.01% of portfolio
|
Q4 2024
Reduced 39.56%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
52
shares
|
$32,696
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
50
shares
|
$31,438
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jul 17, 2025 Q2 2025 |
45
shares
|
$28,294
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
40
shares
|
$25,150
0.02% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
39
shares
|
$24,522
0.02% of portfolio
|
Q2 2024
Reduced 50.63%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
38
shares
|
$23,893
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
38
shares
|
$23,893
0.01% of portfolio
|
Q3 2024
New holding
|