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 |
|---|---|---|---|---|---|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
558
shares
|
$362,884
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
558
shares
|
$362,884
0.29% of portfolio
|
Q2 2025
Reduced 80.24%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
557
shares
|
$362,233
0.03% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
556
shares
|
$361,583
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
553
shares
|
$359,632
0.05% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
552
shares
|
$358,982
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Af Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
550
shares
|
$357,681
0.12% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Aug 14, 2025 Q2 2025 |
549
shares
|
$357,031
0.0% of portfolio
|
Q2 2025
Reduced 79.42%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
547
shares
|
$355,730
0.19% of portfolio
|
Q2 2025
Added 37.78%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
547
shares
|
$355,730
0.03% of portfolio
|
Q2 2025
Reduced 83.01%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
546
shares
|
$355,080
0.25% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
546
shares
|
$355,080
0.13% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
545
shares
|
$354,429
0.24% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
545
shares
|
$354,429
0.08% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
545
shares
|
$354,429
0.2% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
543
shares
|
$353,129
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
542
shares
|
$352,478
0.17% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$352,478
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
542
shares
|
$352,478
0.08% of portfolio
|
Q2 2025
Reduced 85.18%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
541
shares
|
$351,828
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
540
shares
|
$351,178
0.13% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
539
shares
|
$350,527
0.07% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
537
shares
|
$349,227
0.04% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
535
shares
|
$347,926
0.09% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
535
shares
|
$347,926
0.14% of portfolio
|
Q1 2022
Reduced 2.73%
|