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 |
|---|---|---|---|---|---|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
493
shares
|
$337,823
0.07% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
493
shares
|
$337,823
0.29% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 14, 2025 Q3 2025 |
491
shares
|
$336,452
0.13% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
491
shares
|
$336,452
11.35% of portfolio
|
Q4 2023
Reduced 91.5%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
490
shares
|
$335,767
0.05% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
490
shares
|
$335,767
0.58% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
488
shares
|
$334,397
0.12% of portfolio
|
Q4 2023
Reduced 5.43%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Oct 16, 2025 Q3 2025 |
488
shares
|
$334,397
0.24% of portfolio
|
Q3 2025
Reduced 21.42%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
487
shares
|
$333,711
0.13% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
484
shares
|
$331,656
0.14% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
478
shares
|
$327,544
0.07% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Aug 14, 2025 Q2 2025 |
478
shares
|
$327,544
0.02% of portfolio
|
Q1 2022
Reduced 27.36%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
478
shares
|
$327,544
0.15% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
478
shares
|
$327,544
0.16% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
476
shares
|
$326,174
0.07% of portfolio
|
Q3 2025
Reduced 89.08%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
476
shares
|
$326,174
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
475
shares
|
$325,489
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
475
shares
|
$325,489
0.13% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
474
shares
|
$324,803
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
472
shares
|
$323,433
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Tamar Securities, LLC
|
Aug 11, 2025 Q2 2025 |
469
shares
|
$321,377
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
468
shares
|
$320,692
0.04% of portfolio
|
Q2 2025
Reduced 47.71%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
464
shares
|
$317,951
0.1% of portfolio
|
Q1 2025
Reduced 55.43%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
464
shares
|
$317,951
0.08% of portfolio
|
Q2 2025
Reduced 98.44%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
462
shares
|
$316,580
0.08% of portfolio
|
Q1 2025
Reduced 12.33%
|