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 |
|---|---|---|---|---|---|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
518
shares
|
$336,870
0.23% of portfolio
|
Q2 2025
Reduced 39.77%
|
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
515
shares
|
$334,919
0.02% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Community Bank Of Raymore
|
Jul 29, 2025 Q2 2025 |
515
shares
|
$334,919
0.24% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
513
shares
|
$333,619
0.18% of portfolio
|
Q2 2025
Reduced 93.28%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
513
shares
|
$333,619
0.07% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Dash Acquisitions Inc.
|
Jul 28, 2025 Q2 2025 |
512
shares
|
$332,968
0.07% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
510
shares
|
$331,668
0.05% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
505
shares
|
$328,416
0.22% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
505
shares
|
$328,416
0.3% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
504
shares
|
$327,766
0.17% of portfolio
|
Q2 2025
Added 22.93%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Aug 13, 2025 Q2 2025 |
504
shares
|
$327,766
0.16% of portfolio
|
Q2 2025
Reduced 24.1%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
504
shares
|
$327,766
0.2% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
504
shares
|
$327,766
0.01% of portfolio
|
Q2 2025
Added 19.84%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
503
shares
|
$327,115
0.03% of portfolio
|
Q2 2025
Added 19.48%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
503
shares
|
$327,115
0.18% of portfolio
|
Q3 2024
Reduced 31.75%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
503
shares
|
$327,115
0.45% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
502
shares
|
$326,465
0.1% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
502
shares
|
$326,465
0.28% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
502
shares
|
$326,465
0.19% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
501
shares
|
$325,815
0.31% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
500
shares
|
$325,165
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
500
shares
|
$325,165
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
497
shares
|
$323,214
0.1% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
496
shares
|
$322,563
0.14% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
496
shares
|
$322,563
0.04% of portfolio
|
Q2 2025
Added 8.53%
|