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 |
|---|---|---|---|---|---|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
1,700
shares
|
$1.16 Million
0.19% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
1,699
shares
|
$1.16 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
1,699
shares
|
$1.16 Million
0.5% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Kodai Capital Management LP
Chicago, IL |
May 15, 2025 Q1 2025 |
1,688
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
1,687
shares
|
$1.15 Million
0.92% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,685
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
1,685
shares
|
$1.15 Million
0.63% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
1,682
shares
|
$1.15 Million
0.35% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
1,676
shares
|
$1.14 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Aug 11, 2025 Q2 2025 |
1,675
shares
|
$1.14 Million
0.44% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Aug 12, 2025 Q2 2025 |
1,674
shares
|
$1.14 Million
0.57% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
1,672
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 92.53%
|
|
|
Centerstone Investors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,670
shares
|
$1.14 Million
4.36% of portfolio
|
Q2 2025
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
1,668
shares
|
$1.14 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
1,661
shares
|
$1.13 Million
0.46% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
1,658
shares
|
$1.13 Million
0.38% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
1,656
shares
|
$1.13 Million
0.07% of portfolio
|
Q4 2024
Added 27.78%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
1,656
shares
|
$1.13 Million
0.55% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
1,652
shares
|
$1.13 Million
0.51% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
1,651
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,650
shares
|
$1.13 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Unison Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
1,645
shares
|
$1.12 Million
0.51% of portfolio
|
Q1 2024
Added 29.22%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
1,644
shares
|
$1.12 Million
1.79% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
1,641
shares
|
$1.12 Million
1.15% of portfolio
|
Q4 2023
Reduced 33.08%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
1,639
shares
|
$1.12 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.36%
|