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 |
|---|---|---|---|---|---|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
1,104
shares
|
$750,532
0.34% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
1,102
shares
|
$749,172
0.24% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Elite Life Management LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
1,101
shares
|
$748,492
1.49% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
1,100
shares
|
$747,813
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
1,099
shares
|
$747,133
0.52% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
1,099
shares
|
$747,133
0.68% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
1,098
shares
|
$746,453
0.29% of portfolio
|
Q1 2024
Added 4.08%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
1,098
shares
|
$746,453
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
1,095
shares
|
$744,413
0.5% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
1,094
shares
|
$743,734
0.26% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,094
shares
|
$743,734
0.26% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,087
shares
|
$738,975
0.12% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,085
shares
|
$737,615
0.3% of portfolio
|
Q1 2024
Reduced 8.05%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,084
shares
|
$736,935
0.33% of portfolio
|
Q1 2025
Reduced 92.75%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
1,084
shares
|
$736,935
0.21% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
1,081
shares
|
$734,896
0.38% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
1,076
shares
|
$731,497
0.1% of portfolio
|
Q1 2025
Reduced 35.76%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
1,071
shares
|
$728,097
0.37% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,071
shares
|
$728,097
0.63% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
1,070
shares
|
$727,418
0.21% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
1,070
shares
|
$727,418
0.54% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
1,068
shares
|
$726,058
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
1,067
shares
|
$725,378
0.25% of portfolio
|
Q2 2025
Reduced 88.36%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
1,066
shares
|
$724,698
0.64% of portfolio
|
Q1 2025
Reduced 27.09%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,064
shares
|
$723,339
0.1% of portfolio
|
Q2 2022
Reduced 16.22%
|