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 |
|---|---|---|---|---|---|
|
Cannon Global Investment Management, LLC
|
Oct 28, 2025 Q3 2025 |
1,200
shares
|
$815,796
1.41% of portfolio
|
Q3 2025
New holding
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,200
shares
|
$815,796
0.27% of portfolio
|
Q4 2023
Reduced 83.36%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
1,199
shares
|
$815,116
0.2% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
1,198
shares
|
$814,436
0.37% of portfolio
|
Q2 2025
Reduced 51.4%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
1,197
shares
|
$813,756
0.11% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Silver Lake Advisory, LLC
|
Oct 14, 2025 Q3 2025 |
1,197
shares
|
$813,756
0.32% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
1,195
shares
|
$812,396
0.28% of portfolio
|
Q3 2025
Reduced 23.3%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
1,194
shares
|
$811,717
0.4% of portfolio
|
Q4 2021
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
1,193
shares
|
$811,037
0.14% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
1,190
shares
|
$808,997
0.23% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,189
shares
|
$808,317
0.27% of portfolio
|
Q2 2025
Added 13.78%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
1,187
shares
|
$806,958
0.32% of portfolio
|
Q2 2025
Added 25.87%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Oct 28, 2025 Q3 2025 |
1,185
shares
|
$805,598
0.64% of portfolio
|
Q3 2025
Added 20.92%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
1,183
shares
|
$804,238
0.25% of portfolio
|
Q2 2025
Added 70.22%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,182
shares
|
$803,559
0.25% of portfolio
|
Q3 2024
Added 52.91%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
1,181
shares
|
$802,879
0.11% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
1,181
shares
|
$802,879
0.35% of portfolio
|
Q3 2025
Added 14.55%
|
|
|
Innealta Capital, LLC
Austin, TX |
Aug 06, 2025 Q2 2025 |
1,179
shares
|
$801,519
0.4% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 03, 2025 Q3 2025 |
1,179
shares
|
$801,519
0.4% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,178
shares
|
$800,839
0.36% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
1,177
shares
|
$800,159
0.27% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Rezny Wealth Management, Inc.
|
Oct 22, 2025 Q3 2025 |
1,176
shares
|
$799,480
0.16% of portfolio
|
Q1 2025
Added 17.48%
|
|
|
Impac Tfolio, LLC
|
Oct 03, 2025 Q3 2025 |
1,175
shares
|
$798,800
0.34% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
1,175
shares
|
$798,800
0.08% of portfolio
|
Q1 2025
Added 195.97%
|
|
|
Dock Street Asset Management Inc
|
Oct 23, 2025 Q3 2025 |
1,171
shares
|
$796,080
0.07% of portfolio
|
Q3 2025
Added 3.35%
|