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 |
|---|---|---|---|---|---|
|
Penbrook Management LLC
|
Oct 22, 2025 Q3 2025 |
1,795
shares
|
$1.23 Million
0.89% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
1,795
shares
|
$1.23 Million
0.18% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,790
shares
|
$1.22 Million
0.06% of portfolio
|
Q2 2023
Added 4.74%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
1,783
shares
|
$1.22 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
1,780
shares
|
$1.22 Million
0.58% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
1,778
shares
|
$1.21 Million
0.55% of portfolio
|
Q2 2025
Reduced 44.16%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
1,777
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.1%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
1,777
shares
|
$1.21 Million
0.41% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
1,775
shares
|
$1.21 Million
0.69% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,770
shares
|
$1.21 Million
0.16% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
1,770
shares
|
$1.21 Million
0.16% of portfolio
|
Q2 2025
Added 52.06%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
1,769
shares
|
$1.21 Million
0.92% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
1,767
shares
|
$1.21 Million
0.74% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
1,767
shares
|
$1.21 Million
0.73% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
1,765
shares
|
$1.21 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Aug 21, 2025 Q2 2025 |
1,763
shares
|
$1.2 Million
1.19% of portfolio
|
Q2 2025
New holding
|
|
|
Davidson Kempner Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,762
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
1,762
shares
|
$1.2 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,761
shares
|
$1.2 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
1,759
shares
|
$1.2 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
1,759
shares
|
$1.2 Million
0.53% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
1,758
shares
|
$1.2 Million
0.25% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2025 Q3 2025 |
1,758
shares
|
$1.2 Million
0.48% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,757
shares
|
$1.2 Million
0.12% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,757
shares
|
$1.2 Million
0.34% of portfolio
|
Q1 2024
Added 5.78%
|