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 |
|---|---|---|---|---|---|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
644
shares
|
$441,294
0.09% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Aug 12, 2025 Q2 2025 |
644
shares
|
$441,294
4.49% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Jag Capital Management, LLC
|
Jul 28, 2025 Q2 2025 |
643
shares
|
$440,609
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
640
shares
|
$438,553
0.08% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
639
shares
|
$437,868
0.14% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
638
shares
|
$437,183
0.1% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
637
shares
|
$436,497
0.42% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
634
shares
|
$434,442
0.02% of portfolio
|
Q2 2025
Reduced 30.94%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
634
shares
|
$434,442
0.15% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
633
shares
|
$433,756
0.1% of portfolio
|
Q2 2025
Added 21.03%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
633
shares
|
$433,756
0.08% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
New England Professional Planning Group Inc.
|
Oct 14, 2025 Q3 2025 |
631
shares
|
$432,386
0.18% of portfolio
|
Q3 2025
Reduced 14.61%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
629
shares
|
$431,015
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
627
shares
|
$429,645
0.1% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
627
shares
|
$429,645
0.1% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
626
shares
|
$428,960
0.1% of portfolio
|
Q2 2025
Added 25.45%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
626
shares
|
$428,960
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
625
shares
|
$428,275
0.15% of portfolio
|
Q1 2024
Reduced 18.09%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
623
shares
|
$426,904
0.06% of portfolio
|
Q1 2024
Reduced 24.94%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
620
shares
|
$424,848
0.05% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
619
shares
|
$424,163
0.06% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
618
shares
|
$423,478
0.11% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
617
shares
|
$422,793
0.22% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Oct 24, 2025 Q3 2025 |
617
shares
|
$422,793
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Alta Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
616
shares
|
$422,107
0.02% of portfolio
|
Q2 2025
New holding
|