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 5,102 institutions that hold shares in the stock, with a total of 594 Million shares, which have been reported (via 13F filing form) to have a value of $374 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
503
shares
|
$316,316
0.45% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
502
shares
|
$315,687
0.1% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
502
shares
|
$315,687
0.28% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
501
shares
|
$315,058
0.23% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
500
shares
|
$314,430
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
500
shares
|
$314,430
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
497
shares
|
$312,543
0.1% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
496
shares
|
$311,914
0.14% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
494
shares
|
$310,656
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
494
shares
|
$310,656
0.27% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
493
shares
|
$310,027
0.37% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
492
shares
|
$309,399
0.08% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
492
shares
|
$309,399
0.19% of portfolio
|
Q1 2025
Reduced 38.81%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
491
shares
|
$308,770
11.35% of portfolio
|
Q4 2023
Reduced 91.5%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
490
shares
|
$308,141
0.05% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
May 08, 2025 Q1 2025 |
488
shares
|
$306,883
0.12% of portfolio
|
Q4 2023
Reduced 5.43%
|
|
|
Esg Planning
Santa Clara, CA |
May 02, 2025 Q1 2025 |
487
shares
|
$306,254
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
487
shares
|
$306,254
0.13% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
May 15, 2025 Q1 2025 |
485
shares
|
$304,997
0.57% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
484
shares
|
$304,368
0.14% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
484
shares
|
$304,368
0.17% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Weybosset Research & Management LLC
|
Jul 11, 2025 Q2 2025 |
480
shares
|
$301,852
0.11% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
478
shares
|
$300,595
0.07% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
May 14, 2025 Q1 2025 |
478
shares
|
$300,595
0.02% of portfolio
|
Q1 2022
Reduced 27.36%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
478
shares
|
$300,595
0.15% of portfolio
|
Q2 2025
Added 2.58%
|