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 5,234 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 $430 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
518
shares
|
$352,151
0.17% of portfolio
|
Q2 2025
Added 26.34%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
518
shares
|
$352,151
0.23% of portfolio
|
Q2 2025
Reduced 39.77%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
515
shares
|
$350,112
0.18% of portfolio
|
Q3 2025
Reduced 33.72%
|
|
|
Vantage Investment Partners, LLC
|
Oct 30, 2025 Q3 2025 |
515
shares
|
$350,112
0.02% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Community Bank Of Raymore
|
Oct 14, 2025 Q3 2025 |
515
shares
|
$350,112
0.24% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
513
shares
|
$348,752
0.18% of portfolio
|
Q2 2025
Reduced 93.28%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
513
shares
|
$348,752
0.07% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Dash Acquisitions Inc.
|
Jul 28, 2025 Q2 2025 |
512
shares
|
$348,072
0.07% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
512
shares
|
$348,072
0.22% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
512
shares
|
$348,072
0.28% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
512
shares
|
$348,072
0.21% of portfolio
|
Q3 2025
Added 46.29%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
510
shares
|
$346,713
0.05% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
509
shares
|
$346,033
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
505
shares
|
$343,314
0.3% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Oct 06, 2025 Q3 2025 |
505
shares
|
$343,314
0.32% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
504
shares
|
$342,634
0.17% of portfolio
|
Q2 2025
Added 22.93%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Aug 13, 2025 Q2 2025 |
504
shares
|
$342,634
0.16% of portfolio
|
Q2 2025
Reduced 24.1%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
504
shares
|
$342,634
0.2% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
504
shares
|
$342,634
0.16% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
504
shares
|
$342,634
0.01% of portfolio
|
Q2 2025
Added 19.84%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
503
shares
|
$341,954
0.03% of portfolio
|
Q2 2025
Added 19.48%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
503
shares
|
$341,954
0.18% of portfolio
|
Q3 2024
Reduced 31.75%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
502
shares
|
$341,274
0.1% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
502
shares
|
$341,274
0.28% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
501
shares
|
$340,594
0.18% of portfolio
|
Q3 2025
Added 126.7%
|