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 5,187 institutions that hold shares in the stock, with a total of 644 Million shares, which have been reported (via 13F filing form) to have a value of $419 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
600
shares
|
$390,198
0.06% of portfolio
|
Q2 2024
Reduced 15.01%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
598
shares
|
$388,897
0.39% of portfolio
|
Q1 2023
Reduced 39.41%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
598
shares
|
$388,897
0.31% of portfolio
|
Q2 2025
Added 41.37%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
596
shares
|
$387,596
0.08% of portfolio
|
Q2 2025
Added 32.74%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
595
shares
|
$386,946
0.29% of portfolio
|
Q2 2025
Reduced 19.92%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
594
shares
|
$386,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
594
shares
|
$386,296
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
593
shares
|
$385,645
0.11% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
593
shares
|
$385,645
0.33% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
591
shares
|
$384,345
0.11% of portfolio
|
Q2 2025
Added 29.61%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
591
shares
|
$384,345
0.2% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
590
shares
|
$383,694
0.08% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
589
shares
|
$383,044
0.08% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Harfst & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
588
shares
|
$382,394
0.08% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
588
shares
|
$382,394
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
587
shares
|
$381,743
1.3% of portfolio
|
Q3 2022
Reduced 95.87%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
585
shares
|
$380,443
5.48% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
584
shares
|
$379,792
0.28% of portfolio
|
Q2 2025
Reduced 31.29%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
584
shares
|
$379,792
0.62% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
583
shares
|
$379,142
0.14% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
582
shares
|
$378,492
0.34% of portfolio
|
Q2 2025
Reduced 72.56%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
580
shares
|
$377,191
0.19% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
580
shares
|
$377,191
0.35% of portfolio
|
Q1 2025
Reduced 57.32%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
578
shares
|
$375,890
0.1% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
578
shares
|
$375,890
0.13% of portfolio
|
Q1 2023
Added 0.52%
|