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 |
|---|---|---|---|---|---|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
464
shares
|
$301,753
0.08% of portfolio
|
Q2 2025
Reduced 98.44%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
463
shares
|
$301,102
0.18% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
462
shares
|
$300,452
0.08% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
461
shares
|
$299,802
0.13% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
459
shares
|
$298,501
0.17% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
458
shares
|
$297,851
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
458
shares
|
$297,851
0.2% of portfolio
|
Q3 2024
Added 32.53%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
457
shares
|
$297,200
0.21% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
456
shares
|
$296,550
0.07% of portfolio
|
Q3 2023
Added 3.17%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
456
shares
|
$296,550
0.05% of portfolio
|
Q2 2025
Reduced 24.13%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
455
shares
|
$295,900
0.15% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
454
shares
|
$295,249
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
453
shares
|
$294,599
0.05% of portfolio
|
Q2 2025
Reduced 19.96%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
453
shares
|
$294,599
0.26% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
453
shares
|
$294,599
0.57% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
452
shares
|
$293,949
0.05% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
451
shares
|
$293,298
0.18% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
451
shares
|
$293,298
0.16% of portfolio
|
Q4 2024
Reduced 14.91%
|
|
|
Schulhoff & CO Inc
|
Jul 30, 2025 Q2 2025 |
450
shares
|
$292,648
0.13% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
450
shares
|
$292,648
0.04% of portfolio
|
Q2 2025
Reduced 30.77%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
450
shares
|
$292,648
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
449
shares
|
$291,998
0.23% of portfolio
|
Q2 2025
Reduced 33.58%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
449
shares
|
$291,998
0.22% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
448
shares
|
$291,347
0.26% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
445
shares
|
$289,396
0.09% of portfolio
|
Q1 2025
Reduced 51.58%
|