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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
990
shares
|
$673,031
0.03% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
989
shares
|
$672,351
0.04% of portfolio
|
Q2 2025
Reduced 28.07%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
989
shares
|
$672,351
0.14% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
Oct 29, 2025 Q3 2025 |
989
shares
|
$672,351
0.46% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
988
shares
|
$671,672
0.09% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
988
shares
|
$671,672
0.25% of portfolio
|
Q3 2025
Added 40.34%
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
988
shares
|
$671,672
0.18% of portfolio
|
Q2 2025
Reduced 44.53%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
987
shares
|
$670,992
0.16% of portfolio
|
Q4 2024
Added 15.3%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
986
shares
|
$670,312
0.1% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
986
shares
|
$670,312
0.03% of portfolio
|
Q3 2025
Added 53.58%
|
|
|
Villere St Denis J & CO LLC
|
Jul 24, 2025 Q2 2025 |
985
shares
|
$669,632
0.06% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
985
shares
|
$669,632
0.24% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
985
shares
|
$669,632
0.13% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Rs Crum Inc.
|
Sep 23, 2025 Q2 2025 |
984
shares
|
$668,952
0.15% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
983
shares
|
$668,272
0.08% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
983
shares
|
$668,272
0.19% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
978
shares
|
$664,873
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
978
shares
|
$664,873
0.4% of portfolio
|
Q2 2025
Reduced 20.68%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
977
shares
|
$664,193
0.63% of portfolio
|
Q3 2025
Reduced 19.79%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
976
shares
|
$663,514
0.08% of portfolio
|
Q3 2025
Added 24.33%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
969
shares
|
$658,755
0.28% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
968
shares
|
$658,075
0.26% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
967
shares
|
$657,395
0.57% of portfolio
|
Q2 2025
Added 36.39%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
966
shares
|
$656,715
0.3% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Check Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
965
shares
|
$656,035
0.02% of portfolio
|
Q1 2025
Reduced 1.33%
|