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 |
|---|---|---|---|---|---|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,064
shares
|
$723,339
0.1% of portfolio
|
Q2 2022
Reduced 16.22%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,064
shares
|
$723,339
0.18% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Sep 25, 2025 Q2 2025 |
1,059
shares
|
$719,939
0.37% of portfolio
|
Q2 2025
Added 36.29%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
1,059
shares
|
$719,939
0.84% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
1,058
shares
|
$719,260
0.32% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Aug 04, 2025 Q2 2025 |
1,056
shares
|
$717,900
0.29% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Clark Estates Inc
New York, NY |
Aug 11, 2025 Q2 2025 |
1,054
shares
|
$716,540
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
1,053
shares
|
$715,860
0.23% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,052
shares
|
$715,181
0.31% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
1,051
shares
|
$714,501
0.17% of portfolio
|
Q1 2024
Reduced 26.55%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
1,050
shares
|
$713,821
0.28% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
1,050
shares
|
$713,821
0.43% of portfolio
|
Q3 2023
Reduced 4.55%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
1,050
shares
|
$713,821
0.28% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
1,050
shares
|
$713,821
0.12% of portfolio
|
Q1 2025
Reduced 55.9%
|
|
|
Hourglass Capital, LLC
|
Jul 29, 2025 Q2 2025 |
1,049
shares
|
$713,141
0.17% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
1,048
shares
|
$712,461
0.15% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,048
shares
|
$712,461
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,046
shares
|
$711,102
0.07% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
1,045
shares
|
$710,422
0.25% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
1,044
shares
|
$709,742
0.11% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
1,043
shares
|
$709,062
0.06% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
1,043
shares
|
$709,062
0.14% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Aug 14, 2025 Q2 2025 |
1,042
shares
|
$708,382
0.02% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
1,041
shares
|
$707,703
0.06% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
1,038
shares
|
$705,663
0.35% of portfolio
|
Q4 2024
Reduced 2.26%
|