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 |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
964
shares
|
$655,356
0.18% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
960
shares
|
$652,636
0.32% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
959
shares
|
$651,956
0.46% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
959
shares
|
$651,956
0.24% of portfolio
|
Q2 2025
Added 41.45%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 10, 2025 Q3 2025 |
959
shares
|
$651,956
0.11% of portfolio
|
Q3 2025
Reduced 38.76%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
959
shares
|
$651,956
0.2% of portfolio
|
Q3 2025
Added 13.22%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
958
shares
|
$651,277
0.05% of portfolio
|
Q3 2025
Added 75.14%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jul 30, 2025 Q2 2025 |
958
shares
|
$651,277
0.37% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
955
shares
|
$649,237
0.21% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Oct 30, 2025 Q3 2025 |
955
shares
|
$649,237
0.37% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
954
shares
|
$648,557
0.11% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
954
shares
|
$648,557
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
953
shares
|
$647,877
0.17% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
950
shares
|
$645,838
0.16% of portfolio
|
Q3 2025
Reduced 64.8%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Oct 27, 2025 Q3 2025 |
949
shares
|
$645,158
0.31% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
947
shares
|
$643,799
0.1% of portfolio
|
Q2 2025
Reduced 21.35%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
947
shares
|
$643,799
0.02% of portfolio
|
Q1 2025
Reduced 89.44%
|
|
|
America First Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
946
shares
|
$643,119
0.13% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
945
shares
|
$642,439
0.23% of portfolio
|
Q2 2023
Added 0.53%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
944
shares
|
$641,759
0.07% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
942
shares
|
$640,399
0.09% of portfolio
|
Q2 2025
Added 86.53%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
941
shares
|
$639,720
0.54% of portfolio
|
Q1 2025
Reduced 37.93%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
940
shares
|
$639,040
0.47% of portfolio
|
Q3 2025
Reduced 43.78%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
939
shares
|
$638,360
0.08% of portfolio
|
Q2 2025
Added 22.75%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
939
shares
|
$638,360
0.62% of portfolio
|
Q3 2025
Reduced 8.3%
|