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 5,237 institutions that hold shares in the stock, with a total of 632 Million shares, which have been reported (via 13F filing form) to have a value of $431 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,008
shares
|
$1.37 Million
0.22% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,008
shares
|
$1.37 Million
1.25% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
2,006
shares
|
$1.37 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Aug 22, 2025 Q2 2025 |
2,005
shares
|
$1.37 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Hunter Perkins Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,000
shares
|
$1.36 Million
0.3% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
2,000
shares
|
$1.36 Million
0.79% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
Cruiser Capital Advisors, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$1.36 Million
2.96% of portfolio
|
Q2 2025
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$1.36 Million
0.87% of portfolio
|
Q2 2024
Added 25.79%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
2,000
shares
|
$1.36 Million
0.94% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Chapman Investment Management, LLC
|
Aug 05, 2025 Q2 2025 |
1,996
shares
|
$1.36 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Oct 06, 2025 Q3 2025 |
1,995
shares
|
$1.36 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
1,993
shares
|
$1.36 Million
0.62% of portfolio
|
Q3 2025
Reduced 24.62%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
1,991
shares
|
$1.36 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
1,990
shares
|
$1.36 Million
0.23% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
1,987
shares
|
$1.36 Million
0.9% of portfolio
|
Q3 2025
Reduced 14.39%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
1,985
shares
|
$1.35 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
1,984
shares
|
$1.35 Million
0.49% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,979
shares
|
$1.35 Million
0.34% of portfolio
|
Q1 2024
Reduced 6.39%
|
|
|
Independent Investors Inc
|
Oct 30, 2025 Q3 2025 |
1,972
shares
|
$1.35 Million
0.25% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,972
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 98.92%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
1,972
shares
|
$1.35 Million
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
1,971
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
1,968
shares
|
$1.34 Million
0.09% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
1,965
shares
|
$1.34 Million
0.67% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
1,964
shares
|
$1.34 Million
0.32% of portfolio
|
Q3 2025
Added 0.92%
|