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 |
|---|---|---|---|---|---|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
760
shares
|
$520,782
0.06% of portfolio
|
Q3 2025
Reduced 14.22%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
757
shares
|
$518,726
0.3% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
757
shares
|
$518,726
0.38% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
756
shares
|
$518,041
0.23% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
756
shares
|
$518,041
0.12% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
756
shares
|
$518,041
0.27% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
755
shares
|
$517,356
0.36% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
750
shares
|
$513,930
0.15% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
750
shares
|
$513,930
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
750
shares
|
$513,930
0.41% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Abrdn PLC
|
Jul 24, 2025 Q2 2025 |
748
shares
|
$512,559
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
748
shares
|
$512,559
0.09% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
748
shares
|
$512,559
0.2% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
747
shares
|
$511,874
0.06% of portfolio
|
Q3 2024
Added 94.53%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
747
shares
|
$511,874
0.24% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
747
shares
|
$511,874
0.2% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
746
shares
|
$511,189
0.06% of portfolio
|
Q3 2025
Reduced 98.52%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
745
shares
|
$510,503
0.43% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Sep 30, 2025 Q2 2025 |
745
shares
|
$510,503
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
744
shares
|
$509,818
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
743
shares
|
$509,133
0.31% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
742
shares
|
$508,448
0.28% of portfolio
|
Q3 2023
Added 26.19%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
741
shares
|
$507,762
0.28% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
740
shares
|
$507,077
0.08% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
739
shares
|
$506,392
0.22% of portfolio
|
Q1 2025
New holding
|