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 5,228 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 |
|---|---|---|---|---|---|
|
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
|
|
|
James Hambro & Partners
|
Oct 15, 2025 Q3 2025 |
738
shares
|
$505,707
0.02% of portfolio
|
Q1 2025
Reduced 53.53%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
738
shares
|
$505,707
0.19% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
738
shares
|
$505,707
0.28% of portfolio
|
Q1 2023
Reduced 59.27%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
738
shares
|
$505,707
0.07% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
738
shares
|
$505,707
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
737
shares
|
$505,021
0.22% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
736
shares
|
$504,336
0.14% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
734
shares
|
$502,966
0.37% of portfolio
|
Q2 2025
Added 77.72%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
732
shares
|
$501,595
0.55% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
731
shares
|
$500,910
0.16% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
730
shares
|
$500,225
0.14% of portfolio
|
Q1 2025
Added 44.84%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
728
shares
|
$498,854
0.19% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
726
shares
|
$497,484
0.33% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
725
shares
|
$496,799
0.19% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
724
shares
|
$496,113
0.03% of portfolio
|
Q2 2025
Reduced 92.09%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
724
shares
|
$496,113
0.16% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
723
shares
|
$495,428
0.37% of portfolio
|
Q1 2024
Added 0.98%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 14, 2025 Q3 2025 |
721
shares
|
$494,058
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
721
shares
|
$494,058
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Parker Financial LLC
Silverdale, WA |
Jul 25, 2025 Q2 2025 |
721
shares
|
$494,058
0.19% of portfolio
|
Q2 2025
Reduced 57.71%
|
|
|
Emory University
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
720
shares
|
$493,372
24.3% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
719
shares
|
$492,687
0.43% of portfolio
|
Q3 2022
Reduced 29.44%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
719
shares
|
$492,687
0.14% of portfolio
|
Q2 2025
Added 0.28%
|