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 |
|---|---|---|---|---|---|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 13, 2025 Q2 2025 |
780
shares
|
$534,487
1.47% of portfolio
|
Q2 2025
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
780
shares
|
$534,487
0.18% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
776
shares
|
$531,746
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
774
shares
|
$530,375
0.2% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
774
shares
|
$530,375
0.09% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
774
shares
|
$530,375
0.1% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
773
shares
|
$529,690
0.15% of portfolio
|
Q3 2025
Added 20.22%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
771
shares
|
$528,320
0.08% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 21, 2025 Q3 2025 |
771
shares
|
$528,320
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
771
shares
|
$528,320
0.36% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
768
shares
|
$526,264
0.3% of portfolio
|
Q1 2025
Added 32.64%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
767
shares
|
$525,579
0.13% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
767
shares
|
$525,579
0.05% of portfolio
|
Q2 2025
Reduced 73.31%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Aug 12, 2025 Q2 2025 |
766
shares
|
$524,893
0.75% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
766
shares
|
$524,893
0.2% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
765
shares
|
$524,208
0.09% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
765
shares
|
$524,208
0.09% of portfolio
|
Q2 2025
Reduced 24.03%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
765
shares
|
$524,208
0.13% of portfolio
|
Q2 2025
Added 27.5%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
765
shares
|
$524,208
0.27% of portfolio
|
Q2 2025
Added 173.21%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
764
shares
|
$523,523
0.14% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
5th Street Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
762
shares
|
$522,152
0.23% of portfolio
|
Q4 2024
Reduced 31.78%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
762
shares
|
$522,152
0.05% of portfolio
|
Q3 2025
Reduced 49.87%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
762
shares
|
$522,152
0.38% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Oct 28, 2025 Q3 2025 |
761
shares
|
$521,467
4.25% of portfolio
|
Q3 2025
Reduced 19.89%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
761
shares
|
$521,467
0.5% of portfolio
|
Q1 2025
Reduced 29.86%
|