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 $433 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
935
shares
|
$640,699
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
935
shares
|
$640,699
0.07% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Fulcrum Capital LLC
|
Oct 28, 2025 Q3 2025 |
930
shares
|
$637,273
0.13% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
930
shares
|
$637,273
0.09% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
928
shares
|
$635,902
0.14% of portfolio
|
Q3 2025
Added 25.58%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
928
shares
|
$635,902
0.72% of portfolio
|
Q3 2025
Reduced 76.52%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 20, 2025 Q3 2025 |
927
shares
|
$635,217
0.44% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
925
shares
|
$633,847
0.19% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
923
shares
|
$632,476
0.29% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
921
shares
|
$631,106
0.12% of portfolio
|
Q2 2025
Reduced 13.6%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
919
shares
|
$629,735
0.03% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
919
shares
|
$629,735
0.1% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
917
shares
|
$628,365
4.79% of portfolio
|
Q1 2024
Reduced 45.96%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
914
shares
|
$626,309
0.38% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Rpg Investment Advisory, LLC
|
Oct 23, 2025 Q3 2025 |
912
shares
|
$624,938
0.07% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
908
shares
|
$622,197
0.33% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Aug 04, 2025 Q2 2025 |
907
shares
|
$621,512
0.5% of portfolio
|
Q2 2025
Added 42.39%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
904
shares
|
$619,456
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
901
shares
|
$617,401
0.08% of portfolio
|
Q3 2025
Reduced 26.03%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
900
shares
|
$616,716
0.17% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
899
shares
|
$616,030
0.13% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
898
shares
|
$615,345
0.15% of portfolio
|
Q2 2025
Reduced 96.82%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
896
shares
|
$613,975
0.08% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
895
shares
|
$613,289
0.07% of portfolio
|
Q2 2025
Added 34.38%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
895
shares
|
$613,289
0.08% of portfolio
|
Q2 2025
Added 0.9%
|