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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
1,757
shares
|
$1.2 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
1,753
shares
|
$1.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,747
shares
|
$1.19 Million
0.38% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,744
shares
|
$1.19 Million
0.31% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,741
shares
|
$1.19 Million
0.07% of portfolio
|
Q1 2023
Reduced 4.45%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
1,736
shares
|
$1.18 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
1,734
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
1,731
shares
|
$1.18 Million
0.27% of portfolio
|
Q2 2025
Reduced 23.37%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
1,730
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
1,729
shares
|
$1.18 Million
0.65% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
1,723
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Added 56.64%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
1,723
shares
|
$1.18 Million
0.31% of portfolio
|
Q2 2023
Added 1.41%
|
|
|
Retirement Solution Inc.
|
Aug 07, 2025 Q2 2025 |
1,722
shares
|
$1.17 Million
0.69% of portfolio
|
Q2 2025
Added 43.74%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,722
shares
|
$1.17 Million
0.16% of portfolio
|
Q2 2023
Added 8.85%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
1,719
shares
|
$1.17 Million
0.47% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Oct 10, 2025 Q3 2025 |
1,711
shares
|
$1.17 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
1,706
shares
|
$1.16 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
1,703
shares
|
$1.16 Million
0.92% of portfolio
|
Q3 2025
Reduced 66.16%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
1,703
shares
|
$1.16 Million
0.92% of portfolio
|
Q3 2025
Added 139.86%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
1,702
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2025
Added 39.28%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
1,702
shares
|
$1.16 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
1,701
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2025
Reduced 27.4%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
1,701
shares
|
$1.16 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.53%
|