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 |
|---|---|---|---|---|---|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
533
shares
|
$346,625
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
532
shares
|
$345,975
0.15% of portfolio
|
Q2 2025
Reduced 50.88%
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
532
shares
|
$345,975
0.19% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
531
shares
|
$345,325
0.06% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
531
shares
|
$345,325
0.12% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
530
shares
|
$344,674
0.25% of portfolio
|
Q2 2023
Reduced 30.26%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jul 31, 2025 Q2 2025 |
529
shares
|
$344,024
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
529
shares
|
$344,024
0.17% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
529
shares
|
$344,024
0.46% of portfolio
|
Q2 2025
Reduced 76.05%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
528
shares
|
$343,374
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
528
shares
|
$343,374
0.2% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
527
shares
|
$342,723
0.1% of portfolio
|
Q2 2025
Reduced 33.38%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
527
shares
|
$342,723
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
527
shares
|
$342,723
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jul 29, 2025 Q2 2025 |
527
shares
|
$342,723
0.26% of portfolio
|
Q2 2025
Added 23.13%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
527
shares
|
$342,723
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
526
shares
|
$342,073
0.17% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
524
shares
|
$340,772
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
522
shares
|
$339,472
0.08% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
522
shares
|
$339,472
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
521
shares
|
$338,821
0.14% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
521
shares
|
$338,821
0.16% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
520
shares
|
$338,171
0.22% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
518
shares
|
$336,870
0.16% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
518
shares
|
$336,870
0.17% of portfolio
|
Q2 2025
Added 26.34%
|