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 |
|---|---|---|---|---|---|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
538
shares
|
$368,659
0.04% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 15, 2025 Q3 2025 |
537
shares
|
$367,973
0.08% of portfolio
|
Q3 2025
Reduced 17.13%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
535
shares
|
$366,603
0.09% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
535
shares
|
$366,603
0.14% of portfolio
|
Q1 2022
Reduced 2.73%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 22, 2025 Q3 2025 |
532
shares
|
$364,547
0.2% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
531
shares
|
$363,862
0.06% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
531
shares
|
$363,862
0.12% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
530
shares
|
$363,177
0.25% of portfolio
|
Q2 2023
Reduced 30.26%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jul 31, 2025 Q2 2025 |
529
shares
|
$362,491
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
529
shares
|
$362,491
0.46% of portfolio
|
Q2 2025
Reduced 76.05%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
528
shares
|
$361,806
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
528
shares
|
$361,806
0.2% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
527
shares
|
$361,121
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
527
shares
|
$361,121
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
527
shares
|
$361,121
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
524
shares
|
$359,065
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
522
shares
|
$357,695
0.17% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
522
shares
|
$357,695
0.08% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
522
shares
|
$357,695
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
521
shares
|
$357,010
0.14% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
520
shares
|
$356,324
0.22% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
519
shares
|
$355,639
0.14% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
518
shares
|
$354,954
0.16% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
518
shares
|
$354,954
0.17% of portfolio
|
Q2 2025
Added 26.34%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
518
shares
|
$354,954
0.23% of portfolio
|
Q2 2025
Reduced 39.77%
|