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 |
|---|---|---|---|---|---|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
805
shares
|
$551,618
0.37% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
805
shares
|
$551,618
0.92% of portfolio
|
Q2 2024
Reduced 49.05%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
804
shares
|
$550,932
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Global Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
803
shares
|
$550,247
0.18% of portfolio
|
Q2 2025
Reduced 90.38%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
800
shares
|
$548,192
0.01% of portfolio
|
Q4 2023
Reduced 70.99%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Aug 11, 2025 Q2 2025 |
800
shares
|
$548,192
0.3% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
800
shares
|
$548,192
0.4% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
798
shares
|
$546,821
0.03% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
798
shares
|
$546,821
0.22% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
796
shares
|
$545,451
0.1% of portfolio
|
Q2 2025
Added 64.46%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
792
shares
|
$542,710
0.22% of portfolio
|
Q2 2025
Added 45.05%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
792
shares
|
$542,710
0.1% of portfolio
|
Q3 2025
Added 101.53%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Aug 08, 2025 Q2 2025 |
792
shares
|
$542,710
0.85% of portfolio
|
Q2 2025
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
792
shares
|
$542,710
0.14% of portfolio
|
Q4 2023
Reduced 18.52%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
791
shares
|
$542,024
0.16% of portfolio
|
Q3 2023
Reduced 1.86%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
790
shares
|
$541,339
0.01% of portfolio
|
Q3 2022
Added 6.9%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
787
shares
|
$539,283
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Gimbal Financial
Carmel, IN |
Jul 30, 2025 Q2 2025 |
787
shares
|
$539,283
0.3% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
787
shares
|
$539,283
0.26% of portfolio
|
Q2 2025
Reduced 60.47%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
783
shares
|
$536,542
0.16% of portfolio
|
Q3 2025
Added 19.72%
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
782
shares
|
$535,857
0.4% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
782
shares
|
$535,857
0.54% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Oak Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
780
shares
|
$534,487
0.18% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
780
shares
|
$534,487
0.18% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
780
shares
|
$534,487
0.0% of portfolio
|
Q2 2025
Reduced 5.34%
|