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 5,060 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $340 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
9,315
shares
|
$5.43 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
9,309
shares
|
$5.43 Million
0.34% of portfolio
|
Q1 2025
Reduced 14.77%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
9,304
shares
|
$5.42 Million
0.43% of portfolio
|
Q1 2025
Reduced 39.4%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
9,257
shares
|
$5.4 Million
2.42% of portfolio
|
Q1 2025
Reduced 41.64%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
9,231
shares
|
$5.38 Million
0.5% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
9,225
shares
|
$5.38 Million
0.85% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
9,223
shares
|
$5.38 Million
1.49% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
9,210
shares
|
$5.37 Million
0.15% of portfolio
|
Q1 2025
Added 15.28%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
9,210
shares
|
$5.37 Million
1.08% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
9,205
shares
|
$5.37 Million
1.66% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
9,193
shares
|
$5.36 Million
1.08% of portfolio
|
Q1 2025
Added 75.57%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,189
shares
|
$5.36 Million
0.29% of portfolio
|
Q4 2023
Reduced 7.57%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
9,183
shares
|
$5.35 Million
1.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
9,175
shares
|
$5.35 Million
0.67% of portfolio
|
Q1 2025
Reduced 45.09%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
9,166
shares
|
$5.34 Million
2.14% of portfolio
|
Q1 2025
Added 7291.94%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
9,160
shares
|
$5.34 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
9,156
shares
|
$5.34 Million
0.4% of portfolio
|
Q3 2022
Reduced 7.78%
|
|
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
May 08, 2025 Q1 2025 |
9,151
shares
|
$5.33 Million
0.25% of portfolio
|
Q1 2025
Reduced 46.7%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
9,131
shares
|
$5.32 Million
2.76% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
9,122
shares
|
$5.32 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
9,118
shares
|
$5.31 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
9,115
shares
|
$5.31 Million
3.91% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
9,114
shares
|
$5.31 Million
1.78% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
9,108
shares
|
$5.31 Million
1.43% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
9,078
shares
|
$5.29 Million
2.76% of portfolio
|
Q1 2025
Added 6.21%
|