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 5,229 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 |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
666
shares
|
$456,369
0.3% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
665
shares
|
$455,684
0.21% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Ccm Investment Advisers LLC
|
Oct 10, 2025 Q3 2025 |
663
shares
|
$454,314
0.04% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
663
shares
|
$454,314
3.99% of portfolio
|
Q4 2023
New holding
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
663
shares
|
$454,314
0.32% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
660
shares
|
$452,258
0.12% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
660
shares
|
$452,258
0.24% of portfolio
|
Q3 2025
Reduced 31.25%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Jul 23, 2025 Q2 2025 |
660
shares
|
$452,258
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
657
shares
|
$450,202
0.42% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
656
shares
|
$449,517
0.07% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
654
shares
|
$448,146
0.13% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
654
shares
|
$448,146
0.25% of portfolio
|
Q2 2025
Added 18.05%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Aug 18, 2025 Q2 2025 |
653
shares
|
$447,461
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
651
shares
|
$446,091
0.11% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
648
shares
|
$444,035
0.08% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Vista Finance, LLC
|
Oct 08, 2025 Q3 2025 |
648
shares
|
$444,035
0.47% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 09, 2025 Q3 2025 |
647
shares
|
$443,350
0.27% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
646
shares
|
$442,665
0.14% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
646
shares
|
$442,665
0.21% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Oct 24, 2025 Q3 2025 |
645
shares
|
$441,979
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Aug 07, 2025 Q2 2025 |
645
shares
|
$441,979
0.1% of portfolio
|
Q2 2025
Added 190.54%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 04, 2025 Q2 2025 |
645
shares
|
$441,979
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
645
shares
|
$441,979
0.32% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 16, 2025 Q3 2025 |
645
shares
|
$441,979
0.27% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
645
shares
|
$441,979
0.09% of portfolio
|
Q3 2025
Reduced 6.25%
|