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 |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
577
shares
|
$395,383
0.21% of portfolio
|
Q2 2025
Added 48.71%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
576
shares
|
$394,698
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
576
shares
|
$394,698
0.03% of portfolio
|
Q3 2023
Reduced 5.73%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
576
shares
|
$394,698
0.28% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
574
shares
|
$393,327
0.28% of portfolio
|
Q2 2025
Reduced 36.64%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
572
shares
|
$391,957
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
571
shares
|
$391,272
0.13% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
571
shares
|
$391,272
0.02% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
570
shares
|
$390,586
0.25% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
569
shares
|
$389,901
0.1% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
569
shares
|
$389,901
0.19% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
568
shares
|
$389,216
0.14% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
567
shares
|
$388,531
0.07% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
566
shares
|
$387,845
0.22% of portfolio
|
Q3 2025
Added 22.25%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Aug 14, 2025 Q2 2025 |
565
shares
|
$387,160
0.12% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
565
shares
|
$387,160
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
563
shares
|
$385,790
0.11% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
562
shares
|
$385,104
0.03% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
562
shares
|
$385,104
0.21% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
561
shares
|
$384,419
0.19% of portfolio
|
Q3 2022
Added 1.63%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
561
shares
|
$384,419
0.22% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
560
shares
|
$383,734
0.04% of portfolio
|
Q3 2025
Reduced 14.5%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
560
shares
|
$383,734
0.14% of portfolio
|
Q3 2025
Reduced 30.86%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
559
shares
|
$383,049
0.29% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
558
shares
|
$382,363
0.19% of portfolio
|
Q2 2025
Added 3.53%
|