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 |
|---|---|---|---|---|---|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
1,533
shares
|
$1.05 Million
0.24% of portfolio
|
Q2 2025
Reduced 91.64%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
1,528
shares
|
$1.04 Million
0.28% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Kidder Stephen W
|
Jul 23, 2025 Q2 2025 |
1,525
shares
|
$1.04 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,521
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,518
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
1,513
shares
|
$1.03 Million
0.61% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
1,512
shares
|
$1.03 Million
0.71% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,511
shares
|
$1.03 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Bosman Wealth Management, LLC
Redlands, CA |
Oct 27, 2025 Q3 2025 |
1,511
shares
|
$1.03 Million
0.78% of portfolio
|
Q3 2025
Added 77.56%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,507
shares
|
$1.03 Million
0.36% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 07, 2025 Q3 2025 |
1,505
shares
|
$1.03 Million
0.93% of portfolio
|
Q1 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,504
shares
|
$1.03 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
1,502
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
1,502
shares
|
$1.02 Million
0.48% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
1,501
shares
|
$1.02 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
1,499
shares
|
$1.02 Million
0.19% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
1,499
shares
|
$1.02 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
1,495
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
1,492
shares
|
$1.02 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
1,492
shares
|
$1.02 Million
0.44% of portfolio
|
Q2 2025
Added 97.88%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,489
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,488
shares
|
$1.01 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Nichols & Pratt Advisers LLP
|
Aug 05, 2025 Q2 2025 |
1,486
shares
|
$1.01 Million
0.06% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
1,483
shares
|
$1.01 Million
0.35% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,483
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2025
Added 2.35%
|