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 |
|---|---|---|---|---|---|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,009
shares
|
$685,948
0.68% of portfolio
|
Q2 2022
Reduced 9.43%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
1,009
shares
|
$685,948
0.27% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
1,007
shares
|
$684,588
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,005
shares
|
$683,229
0.37% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
1,003
shares
|
$681,869
0.07% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 21, 2025 Q3 2025 |
1,001
shares
|
$680,509
0.07% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
1,001
shares
|
$680,509
0.17% of portfolio
|
Q3 2025
Added 33.82%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
1,001
shares
|
$680,509
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,000
shares
|
$679,830
0.03% of portfolio
|
Q2 2022
Reduced 4.31%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
1,000
shares
|
$679,830
0.16% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$679,830
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
999
shares
|
$679,150
0.02% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
999
shares
|
$679,150
0.23% of portfolio
|
Q2 2025
Reduced 23.91%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
999
shares
|
$679,150
0.21% of portfolio
|
Q1 2019
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
998
shares
|
$678,470
0.0% of portfolio
|
Q4 2023
Reduced 7.42%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
998
shares
|
$678,470
0.2% of portfolio
|
Q2 2025
Reduced 23.17%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Aug 12, 2025 Q2 2025 |
998
shares
|
$678,470
0.54% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
998
shares
|
$678,470
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Kensington Investment Counsel, LLC
|
Aug 15, 2025 Q2 2025 |
997
shares
|
$677,790
0.27% of portfolio
|
Q2 2025
Added 26.52%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
997
shares
|
$677,790
0.16% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
993
shares
|
$675,071
0.08% of portfolio
|
Q2 2023
Reduced 9.48%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
993
shares
|
$675,071
0.17% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
992
shares
|
$674,391
0.24% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
992
shares
|
$674,391
0.25% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
992
shares
|
$674,391
0.26% of portfolio
|
Q4 2024
New holding
|