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 |
|---|---|---|---|---|---|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
1,134
shares
|
$770,927
0.1% of portfolio
|
Q2 2025
Reduced 26.17%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
1,134
shares
|
$770,927
0.51% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
1,133
shares
|
$770,247
0.37% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
1,132
shares
|
$769,567
0.52% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
1,131
shares
|
$768,887
0.57% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
1,130
shares
|
$768,207
0.58% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Bath Savings Trust CO
|
Oct 09, 2025 Q3 2025 |
1,129
shares
|
$767,528
0.07% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
1,126
shares
|
$765,488
0.22% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,126
shares
|
$765,488
0.67% of portfolio
|
Q2 2025
Reduced 13.52%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
1,125
shares
|
$764,808
0.01% of portfolio
|
Q2 2025
Added 192.21%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
1,124
shares
|
$764,128
0.4% of portfolio
|
Q2 2025
Added 21.65%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
1,124
shares
|
$764,128
0.14% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,124
shares
|
$764,128
0.32% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
1,124
shares
|
$764,128
0.47% of portfolio
|
Q3 2023
Added 54.4%
|
|
|
Exeter Financial, LLC
|
Oct 06, 2025 Q3 2025 |
1,118
shares
|
$760,049
0.33% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
1,118
shares
|
$760,049
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,115
shares
|
$758,010
0.2% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
1,113
shares
|
$756,650
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
1,113
shares
|
$756,650
0.57% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
1,112
shares
|
$755,970
0.17% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
1,110
shares
|
$754,611
0.79% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
1,110
shares
|
$754,611
0.21% of portfolio
|
Q2 2025
Added 17.34%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
1,109
shares
|
$753,931
0.5% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,108
shares
|
$753,251
0.2% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
1,107
shares
|
$752,571
0.12% of portfolio
|
Q3 2025
Added 0.18%
|