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 |
|---|---|---|---|---|---|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
1,482
shares
|
$1.01 Million
0.78% of portfolio
|
Q3 2025
Added 39.42%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,482
shares
|
$1.01 Million
0.34% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,481
shares
|
$1.01 Million
0.18% of portfolio
|
Q1 2023
Reduced 32.59%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
1,479
shares
|
$1.01 Million
0.3% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Fenimore Asset Management Inc
|
Oct 20, 2025 Q3 2025 |
1,477
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
1,476
shares
|
$1.01 Million
0.24% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
1,474
shares
|
$1.01 Million
0.47% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
1,471
shares
|
$1 Million
0.19% of portfolio
|
Q2 2025
Reduced 52.04%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,470
shares
|
$1 Million
0.55% of portfolio
|
Q4 2022
Reduced 36.61%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
1,469
shares
|
$1 Million
0.38% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
1,469
shares
|
$1 Million
0.22% of portfolio
|
Q3 2025
Added 14.32%
|
|
|
Capital Counsel LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,468
shares
|
$1 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
1,465
shares
|
$999,217
0.28% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,463
shares
|
$997,853
0.46% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
1,461
shares
|
$996,489
0.11% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 17, 2025 Q3 2025 |
1,459
shares
|
$995,125
0.46% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
1,457
shares
|
$993,761
0.64% of portfolio
|
Q2 2025
Added 41.59%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
1,456
shares
|
$993,079
0.39% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
1,456
shares
|
$993,079
0.28% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,455
shares
|
$992,397
0.64% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,453
shares
|
$991,033
0.57% of portfolio
|
Q3 2024
Reduced 94.06%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
1,452
shares
|
$990,351
0.62% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
1,450
shares
|
$988,986
0.76% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,444
shares
|
$984,894
0.18% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Krs Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,443
shares
|
$984,212
0.59% of portfolio
|
Q3 2025
Added 36.52%
|