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 5,234 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 $430 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
1,331
shares
|
$904,853
0.75% of portfolio
|
Q2 2025
Reduced 24.16%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
1,331
shares
|
$904,853
0.23% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,330
shares
|
$904,173
0.13% of portfolio
|
Q2 2025
Added 17.6%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
1,329
shares
|
$903,494
0.01% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
1,327
shares
|
$902,134
0.2% of portfolio
|
Q3 2025
Added 191.01%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
1,325
shares
|
$900,774
0.09% of portfolio
|
Q2 2025
Reduced 93.26%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Oct 28, 2025 Q3 2025 |
1,325
shares
|
$900,774
0.79% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Phraction Management LLC
Stamford, CT |
Oct 09, 2025 Q3 2025 |
1,324
shares
|
$900,094
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
1,324
shares
|
$900,094
0.13% of portfolio
|
Q2 2025
Reduced 22.8%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
1,324
shares
|
$900,094
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,322
shares
|
$898,735
0.33% of portfolio
|
Q3 2021
Reduced 6.04%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
1,322
shares
|
$898,735
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
1,321
shares
|
$898,055
0.09% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
1,310
shares
|
$890,577
0.45% of portfolio
|
Q1 2025
Reduced 35.94%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 17, 2025 Q3 2025 |
1,310
shares
|
$890,577
0.23% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
1,309
shares
|
$889,897
0.5% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
1,308
shares
|
$889,217
0.48% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Aug 12, 2025 Q2 2025 |
1,306
shares
|
$887,857
0.28% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
1,306
shares
|
$887,857
0.26% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
1,302
shares
|
$885,138
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jul 30, 2025 Q2 2025 |
1,301
shares
|
$884,458
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
1,298
shares
|
$882,419
0.11% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
1,298
shares
|
$882,419
0.53% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
1,294
shares
|
$879,700
0.08% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
1,293
shares
|
$879,020
0.19% of portfolio
|
Q3 2025
Reduced 14.77%
|