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 |
|---|---|---|---|---|---|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
1,443
shares
|
$984,212
0.13% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
1,440
shares
|
$982,166
0.5% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
1,436
shares
|
$979,438
0.16% of portfolio
|
Q2 2025
Reduced 99.5%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
1,435
shares
|
$978,756
0.4% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
1,435
shares
|
$978,756
0.5% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,432
shares
|
$976,709
0.24% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,429
shares
|
$974,663
0.5% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
1,424
shares
|
$971,253
0.18% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
1,423
shares
|
$970,571
0.24% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,423
shares
|
$970,571
0.69% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
1,422
shares
|
$969,889
0.62% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
1,419
shares
|
$967,843
1.05% of portfolio
|
Q3 2025
Reduced 55.84%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
1,419
shares
|
$967,843
0.25% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Dash Acquisitions Inc.
|
Oct 30, 2025 Q3 2025 |
1,414
shares
|
$964,432
0.19% of portfolio
|
Q3 2025
Added 176.17%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
1,414
shares
|
$964,432
0.3% of portfolio
|
Q2 2022
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
1,411
shares
|
$962,386
0.35% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
1,411
shares
|
$962,386
0.35% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,411
shares
|
$962,386
0.35% of portfolio
|
Q2 2025
Reduced 30.01%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
1,410
shares
|
$961,704
0.14% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
1,410
shares
|
$961,704
0.35% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
1,409
shares
|
$961,022
0.28% of portfolio
|
Q3 2025
Reduced 11.99%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 22, 2025 Q3 2025 |
1,408
shares
|
$960,340
0.24% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
1,406
shares
|
$958,976
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Front Street Capital Management, Inc.
|
Aug 15, 2025 Q2 2025 |
1,405
shares
|
$958,294
0.17% of portfolio
|
Q1 2025
Reduced 30.38%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,403
shares
|
$956,930
0.32% of portfolio
|
Q2 2025
Reduced 5.33%
|