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 |
|---|---|---|---|---|---|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
1,403
shares
|
$956,930
0.28% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
1,400
shares
|
$954,883
0.4% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Martin Capital Advisors, LLP
|
Oct 15, 2025 Q3 2025 |
1,397
shares
|
$952,837
0.59% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,392
shares
|
$949,427
0.33% of portfolio
|
Q4 2024
Added 63.38%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
1,392
shares
|
$949,427
0.54% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
1,391
shares
|
$948,745
0.89% of portfolio
|
Q1 2025
Reduced 34.51%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
1,390
shares
|
$948,063
0.41% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
1,390
shares
|
$948,063
0.04% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
1,389
shares
|
$947,381
0.4% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
1,385
shares
|
$944,653
0.2% of portfolio
|
Q4 2024
Reduced 24.15%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
1,385
shares
|
$944,653
0.37% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,380
shares
|
$941,242
0.21% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,379
shares
|
$940,560
0.13% of portfolio
|
Q3 2025
Added 114.13%
|
|
|
Stack Financial Management, Inc
|
Jul 25, 2025 Q2 2025 |
1,378
shares
|
$939,878
0.08% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
1,378
shares
|
$939,878
0.77% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
1,377
shares
|
$939,196
0.41% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,374
shares
|
$937,150
0.05% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,373
shares
|
$936,468
0.08% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Oct 01, 2025 Q3 2025 |
1,372
shares
|
$935,786
0.32% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Aug 13, 2025 Q2 2025 |
1,371
shares
|
$935,104
0.84% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,369
shares
|
$933,740
0.2% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Guild Investment Management, Inc.
|
Jul 23, 2025 Q2 2025 |
1,368
shares
|
$933,058
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,368
shares
|
$933,058
0.58% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,367
shares
|
$932,376
0.19% of portfolio
|
Q3 2023
Reduced 18.44%
|
|
|
Ttp Investments, Inc.
|
Oct 14, 2025 Q3 2025 |
1,366
shares
|
$931,693
0.36% of portfolio
|
Q3 2025
Added 30.97%
|