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 |
|---|---|---|---|---|---|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
840
shares
|
$575,601
0.22% of portfolio
|
Q4 2023
Added 6.33%
|
|
|
Barton Investment Management
|
Oct 21, 2025 Q3 2025 |
839
shares
|
$574,916
0.06% of portfolio
|
Q2 2024
Reduced 18.86%
|
|
|
Asset Planning Services Inc
|
Oct 16, 2025 Q3 2025 |
839
shares
|
$574,916
0.24% of portfolio
|
Q2 2025
Reduced 29.85%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
839
shares
|
$574,916
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Academy Capital Management Inc
Waco, TX |
Aug 01, 2025 Q2 2025 |
837
shares
|
$573,545
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
837
shares
|
$573,545
0.17% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
837
shares
|
$573,545
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
833
shares
|
$570,804
0.1% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
833
shares
|
$570,804
0.26% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
832
shares
|
$570,119
0.24% of portfolio
|
Q2 2025
Added 36.62%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
832
shares
|
$570,119
0.16% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
829
shares
|
$568,063
0.31% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
828
shares
|
$567,378
0.36% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Oct 07, 2025 Q3 2025 |
828
shares
|
$567,378
0.34% of portfolio
|
Q3 2025
Reduced 86.44%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
825
shares
|
$565,323
0.25% of portfolio
|
Q2 2025
Reduced 40.56%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Aug 12, 2025 Q2 2025 |
825
shares
|
$565,323
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
824
shares
|
$564,637
0.28% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
823
shares
|
$563,952
0.21% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
822
shares
|
$563,267
0.23% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
821
shares
|
$562,582
0.16% of portfolio
|
Q3 2025
Added 47.66%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
821
shares
|
$562,582
0.27% of portfolio
|
Q4 2023
Added 0.12%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
816
shares
|
$559,155
0.05% of portfolio
|
Q1 2025
Reduced 57.48%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
815
shares
|
$558,470
0.06% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
813
shares
|
$557,100
0.05% of portfolio
|
Q3 2025
Added 14.03%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
812
shares
|
$556,414
0.09% of portfolio
|
Q3 2025
Added 0.25%
|