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 |
|---|---|---|---|---|---|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
616
shares
|
$422,107
0.22% of portfolio
|
Q3 2022
Reduced 44.9%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
616
shares
|
$422,107
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
616
shares
|
$422,107
0.05% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Coerente Capital Management
|
Oct 23, 2025 Q3 2025 |
615
shares
|
$421,422
0.07% of portfolio
|
Q3 2025
Reduced 20.65%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
614
shares
|
$420,737
0.03% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
614
shares
|
$420,737
0.37% of portfolio
|
Q1 2025
Reduced 51.31%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
613
shares
|
$420,052
0.09% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
611
shares
|
$418,681
0.18% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
610
shares
|
$417,996
0.07% of portfolio
|
Q2 2025
Reduced 30.76%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 24, 2025 Q2 2025 |
609
shares
|
$417,311
0.22% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
606
shares
|
$415,255
0.05% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 24, 2025 Q3 2025 |
606
shares
|
$415,255
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
605
shares
|
$414,570
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
605
shares
|
$414,570
0.01% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
604
shares
|
$413,884
0.11% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
603
shares
|
$413,199
0.13% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
603
shares
|
$413,199
0.19% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
603
shares
|
$413,199
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
602
shares
|
$412,514
0.36% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 10, 2025 Q3 2025 |
601
shares
|
$411,829
0.24% of portfolio
|
Q3 2025
Reduced 19.22%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
601
shares
|
$411,829
0.19% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
601
shares
|
$411,829
0.27% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
600
shares
|
$411,144
0.05% of portfolio
|
Q3 2023
Reduced 7.69%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Aug 14, 2025 Q2 2025 |
600
shares
|
$411,144
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2025 Q3 2025 |
600
shares
|
$411,144
0.06% of portfolio
|
Q2 2024
Reduced 15.01%
|