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 |
|---|---|---|---|---|---|
|
Hiley Hunt Wealth Management
Omaha, NE |
Oct 02, 2025 Q3 2025 |
1,260
shares
|
$856,585
0.39% of portfolio
|
Q3 2025
Reduced 54.05%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,259
shares
|
$855,905
0.35% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
1,252
shares
|
$851,147
0.21% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,251
shares
|
$850,467
0.27% of portfolio
|
Q4 2023
Reduced 31.49%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,244
shares
|
$845,708
0.19% of portfolio
|
Q3 2025
Added 201.21%
|
|
|
Ht Partners LLC
|
Oct 23, 2025 Q3 2025 |
1,241
shares
|
$843,669
0.25% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
1,241
shares
|
$843,669
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
North Point Portfolio Managers Corp
|
Oct 23, 2025 Q3 2025 |
1,240
shares
|
$842,989
0.15% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
1,237
shares
|
$840,949
0.23% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
1,233
shares
|
$838,230
0.06% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
1,233
shares
|
$838,230
2.36% of portfolio
|
Q1 2022
Added 927.5%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
1,230
shares
|
$836,190
1.43% of portfolio
|
Q2 2025
Reduced 20.54%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,220
shares
|
$829,392
0.53% of portfolio
|
Q4 2024
Reduced 85.41%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
1,220
shares
|
$829,392
0.42% of portfolio
|
Q3 2025
Added 55.61%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
1,213
shares
|
$824,633
0.32% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
1,213
shares
|
$824,633
0.34% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
1,212
shares
|
$823,953
0.04% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
1,212
shares
|
$823,953
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
1,210
shares
|
$822,594
0.15% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
1,209
shares
|
$821,914
0.22% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
1,208
shares
|
$821,234
0.34% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
1,207
shares
|
$820,554
0.2% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 08, 2025 Q3 2025 |
1,206
shares
|
$819,874
0.8% of portfolio
|
Q3 2025
Reduced 68.23%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
1,204
shares
|
$818,515
0.18% of portfolio
|
Q3 2025
Added 54.36%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Oct 27, 2025 Q3 2025 |
1,202
shares
|
$817,155
0.33% of portfolio
|
Q2 2025
Reduced 1.39%
|