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 |
|---|---|---|---|---|---|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,037
shares
|
$704,983
0.31% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
1,037
shares
|
$704,983
0.26% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
1,037
shares
|
$704,983
0.46% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
1,037
shares
|
$704,983
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,036
shares
|
$704,303
0.25% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,035
shares
|
$703,624
0.3% of portfolio
|
Q2 2022
Reduced 91.86%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Aug 05, 2025 Q2 2025 |
1,034
shares
|
$702,944
0.74% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
1,033
shares
|
$702,264
0.23% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,030
shares
|
$700,224
1.02% of portfolio
|
Q3 2022
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
1,028
shares
|
$698,865
0.45% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
1,027
shares
|
$698,185
0.12% of portfolio
|
Q3 2025
Added 19.56%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
1,026
shares
|
$697,505
0.15% of portfolio
|
Q3 2025
Added 17.66%
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
1,025
shares
|
$696,825
0.23% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Aug 01, 2025 Q2 2025 |
1,024
shares
|
$696,145
0.29% of portfolio
|
Q2 2025
Added 17.57%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
1,024
shares
|
$696,145
0.41% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
1,021
shares
|
$694,106
0.83% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
1,019
shares
|
$692,746
0.4% of portfolio
|
Q2 2025
Added 73.3%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
1,018
shares
|
$692,066
0.09% of portfolio
|
Q2 2025
Added 23.54%
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
1,018
shares
|
$692,066
0.5% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
1,017
shares
|
$691,387
0.15% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
1,017
shares
|
$691,387
0.13% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
1,015
shares
|
$690,027
0.13% of portfolio
|
Q2 2025
Reduced 36.72%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
1,014
shares
|
$689,347
0.6% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
1,010
shares
|
$686,628
0.17% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
1,009
shares
|
$685,948
0.17% of portfolio
|
Q3 2025
Reduced 1.85%
|