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 |
|---|---|---|---|---|---|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
578
shares
|
$375,890
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
577
shares
|
$375,240
0.21% of portfolio
|
Q2 2025
Added 48.71%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
576
shares
|
$374,590
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
576
shares
|
$374,590
0.03% of portfolio
|
Q3 2023
Reduced 5.73%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
576
shares
|
$374,590
0.28% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
574
shares
|
$373,289
0.28% of portfolio
|
Q2 2025
Reduced 36.64%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
572
shares
|
$371,988
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Hwg Holdings LP
Houston, TX |
Jul 10, 2025 Q2 2025 |
572
shares
|
$371,988
0.11% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
571
shares
|
$371,338
0.13% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
571
shares
|
$371,338
0.02% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
570
shares
|
$370,688
0.25% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
569
shares
|
$370,037
0.1% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
569
shares
|
$370,037
0.19% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
568
shares
|
$369,387
0.14% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
567
shares
|
$368,737
0.07% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Aug 14, 2025 Q2 2025 |
565
shares
|
$367,436
0.12% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
565
shares
|
$367,436
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
563
shares
|
$366,135
0.11% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
562
shares
|
$365,485
0.03% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
562
shares
|
$365,485
0.21% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
561
shares
|
$364,835
0.19% of portfolio
|
Q3 2022
Added 1.63%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
561
shares
|
$364,835
0.22% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
559
shares
|
$363,534
0.29% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
558
shares
|
$362,884
0.19% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
558
shares
|
$362,884
0.13% of portfolio
|
Q2 2025
Reduced 88.84%
|