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 |
|---|---|---|---|---|---|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
558
shares
|
$382,363
0.19% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
558
shares
|
$382,363
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
558
shares
|
$382,363
0.29% of portfolio
|
Q2 2025
Reduced 80.24%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
557
shares
|
$381,678
0.03% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
556
shares
|
$380,993
0.1% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
554
shares
|
$379,622
0.07% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
553
shares
|
$378,937
0.07% of portfolio
|
Q3 2025
Reduced 25.87%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
552
shares
|
$378,252
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
552
shares
|
$378,252
0.38% of portfolio
|
Q3 2025
Reduced 60.8%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 28, 2025 Q3 2025 |
551
shares
|
$377,567
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Af Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
550
shares
|
$376,882
0.12% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Aug 14, 2025 Q2 2025 |
549
shares
|
$376,196
0.0% of portfolio
|
Q2 2025
Reduced 79.42%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
546
shares
|
$374,141
0.25% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
546
shares
|
$374,141
0.13% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
545
shares
|
$373,455
0.24% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
545
shares
|
$373,455
0.08% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
545
shares
|
$373,455
0.2% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
543
shares
|
$372,085
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Melone Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
543
shares
|
$372,085
0.16% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
543
shares
|
$372,085
0.2% of portfolio
|
Q3 2025
Added 22.57%
|
|
|
Cardinal Capital Management
|
Oct 23, 2025 Q3 2025 |
543
shares
|
$372,085
0.05% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$371,400
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
542
shares
|
$371,400
0.08% of portfolio
|
Q2 2025
Reduced 85.18%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
541
shares
|
$370,714
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
540
shares
|
$370,029
0.19% of portfolio
|
Q3 2025
Reduced 1.28%
|