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 |
|---|---|---|---|---|---|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
894
shares
|
$607,768
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
893
shares
|
$607,088
0.17% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
890
shares
|
$605,048
0.21% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
889
shares
|
$604,368
0.1% of portfolio
|
Q2 2025
Added 38.69%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
886
shares
|
$602,329
0.3% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
886
shares
|
$602,329
0.46% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
886
shares
|
$602,329
0.22% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
883
shares
|
$600,289
0.27% of portfolio
|
Q3 2025
Reduced 51.48%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 23, 2025 Q3 2025 |
881
shares
|
$598,930
0.26% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
880
shares
|
$598,250
0.09% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Enzi Wealth
Austin, TX |
Oct 17, 2025 Q3 2025 |
880
shares
|
$598,250
0.21% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
879
shares
|
$597,570
0.1% of portfolio
|
Q1 2023
Reduced 2.55%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
878
shares
|
$596,890
0.19% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
878
shares
|
$596,890
1.33% of portfolio
|
Q4 2023
Reduced 14.51%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
878
shares
|
$596,890
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
873
shares
|
$593,491
0.15% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
872
shares
|
$592,811
0.55% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
870
shares
|
$591,452
0.09% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Compass Capital Management, Inc
|
Aug 07, 2025 Q2 2025 |
870
shares
|
$591,452
0.03% of portfolio
|
Q2 2025
Added 32.62%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2025 Q3 2025 |
870
shares
|
$591,452
0.05% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
870
shares
|
$591,452
0.15% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Eastover Investment Advisors LLC
|
Oct 07, 2025 Q3 2025 |
869
shares
|
$590,772
0.26% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
868
shares
|
$590,092
0.01% of portfolio
|
Q2 2025
Reduced 98.6%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
868
shares
|
$590,092
0.22% of portfolio
|
Q1 2025
Reduced 20.22%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
867
shares
|
$589,412
0.21% of portfolio
|
Q2 2025
Added 40.98%
|