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 |
|---|---|---|---|---|---|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
494
shares
|
$321,263
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
494
shares
|
$321,263
0.27% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
493
shares
|
$320,612
0.39% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
492
shares
|
$319,962
0.08% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
491
shares
|
$319,312
11.35% of portfolio
|
Q4 2023
Reduced 91.5%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
490
shares
|
$318,661
0.05% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
490
shares
|
$318,661
0.58% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
488
shares
|
$317,361
0.12% of portfolio
|
Q4 2023
Reduced 5.43%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
487
shares
|
$316,710
0.13% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
485
shares
|
$315,410
0.05% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
484
shares
|
$314,759
0.14% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
483
shares
|
$314,109
0.07% of portfolio
|
Q2 2025
Added 31.25%
|
|
|
Weybosset Research & Management LLC
|
Jul 11, 2025 Q2 2025 |
480
shares
|
$312,158
0.11% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
478
shares
|
$310,857
0.07% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Aug 14, 2025 Q2 2025 |
478
shares
|
$310,857
0.02% of portfolio
|
Q1 2022
Reduced 27.36%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
478
shares
|
$310,857
0.15% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
478
shares
|
$310,857
0.16% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jul 25, 2025 Q2 2025 |
476
shares
|
$309,557
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
476
shares
|
$309,557
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
475
shares
|
$308,906
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
474
shares
|
$308,256
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
472
shares
|
$306,955
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Tamar Securities, LLC
|
Aug 11, 2025 Q2 2025 |
469
shares
|
$305,004
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
468
shares
|
$304,354
0.04% of portfolio
|
Q2 2025
Reduced 47.71%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
464
shares
|
$301,753
0.1% of portfolio
|
Q1 2025
Reduced 55.43%
|