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 |
|---|---|---|---|---|---|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
1,165
shares
|
$792,001
0.27% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Oct 29, 2025 Q3 2025 |
1,164
shares
|
$791,322
0.31% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
1,163
shares
|
$790,642
0.31% of portfolio
|
Q3 2025
Reduced 88.81%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
1,163
shares
|
$790,642
0.3% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Financial Counselors Inc
|
Aug 01, 2025 Q2 2025 |
1,162
shares
|
$789,962
1.02% of portfolio
|
Q2 2025
Reduced 99.06%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
1,161
shares
|
$789,282
0.22% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
1,161
shares
|
$789,282
0.36% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Nova R Wealth, Inc.
|
Oct 23, 2025 Q3 2025 |
1,160
shares
|
$788,602
0.35% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,160
shares
|
$788,602
0.16% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
1,160
shares
|
$788,602
0.66% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
1,157
shares
|
$786,563
0.25% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
1,157
shares
|
$786,563
0.54% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,156
shares
|
$785,883
0.25% of portfolio
|
Q1 2024
Added 13.89%
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,152
shares
|
$783,164
0.12% of portfolio
|
Q1 2025
Added 23.34%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Jul 25, 2025 Q2 2025 |
1,150
shares
|
$781,804
0.51% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,147
shares
|
$779,765
0.21% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
1,147
shares
|
$779,765
0.16% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Oct 30, 2025 Q3 2025 |
1,146
shares
|
$779,085
0.33% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
1,145
shares
|
$778,405
0.11% of portfolio
|
Q3 2023
Reduced 98.65%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
1,144
shares
|
$777,725
0.14% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
1,142
shares
|
$776,365
0.28% of portfolio
|
Q3 2025
Reduced 18.19%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
1,139
shares
|
$774,326
0.21% of portfolio
|
Q3 2025
Added 30.47%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
1,136
shares
|
$772,286
0.23% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 13, 2025 Q2 2025 |
1,135
shares
|
$771,607
1.17% of portfolio
|
Q2 2025
Added 92.7%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
1,134
shares
|
$770,927
0.34% of portfolio
|
Q3 2025
Added 0.09%
|