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 |
|---|---|---|---|---|---|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
714
shares
|
$489,261
0.17% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Hoffman, Alan N Investment Management
|
Oct 08, 2025 Q3 2025 |
713
shares
|
$488,576
0.21% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
713
shares
|
$488,576
0.19% of portfolio
|
Q2 2025
Added 29.87%
|
|
|
Benson Investment Management Company, Inc.
|
Oct 10, 2025 Q3 2025 |
712
shares
|
$487,890
0.17% of portfolio
|
Q2 2025
Added 91.4%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
712
shares
|
$487,890
0.12% of portfolio
|
Q3 2025
Added 74.51%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
711
shares
|
$487,205
0.44% of portfolio
|
Q3 2025
Reduced 31.37%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
711
shares
|
$487,205
0.23% of portfolio
|
Q3 2025
Added 71000.0%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
709
shares
|
$485,835
0.21% of portfolio
|
Q2 2025
Reduced 36.87%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
705
shares
|
$483,094
0.09% of portfolio
|
Q3 2023
Added 48.42%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
704
shares
|
$482,408
0.25% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
703
shares
|
$481,723
0.09% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
702
shares
|
$481,038
0.21% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Aug 14, 2025 Q2 2025 |
700
shares
|
$479,668
0.19% of portfolio
|
Q2 2023
Reduced 0.28%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
698
shares
|
$478,297
0.56% of portfolio
|
Q1 2025
Reduced 79.42%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Aug 05, 2025 Q2 2025 |
697
shares
|
$477,612
0.37% of portfolio
|
Q2 2025
Reduced 38.15%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
695
shares
|
$476,241
0.33% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Oct 27, 2025 Q3 2025 |
695
shares
|
$476,241
0.3% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
694
shares
|
$475,556
0.05% of portfolio
|
Q1 2024
Added 8.1%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
694
shares
|
$475,556
0.12% of portfolio
|
Q3 2024
Reduced 27.1%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
693
shares
|
$474,871
0.15% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
692
shares
|
$474,186
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
690
shares
|
$472,815
0.23% of portfolio
|
Q3 2025
Added 16.75%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
689
shares
|
$472,130
0.18% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
688
shares
|
$471,445
0.12% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
687
shares
|
$470,759
0.18% of portfolio
|
Q3 2025
Reduced 16.22%
|