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 |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
445
shares
|
$289,396
0.34% of portfolio
|
Q1 2024
Reduced 21.93%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
445
shares
|
$289,396
0.11% of portfolio
|
Q2 2025
Reduced 68.84%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
444
shares
|
$288,746
0.06% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Dorval Corp
Maple Grove, MN |
Jul 28, 2025 Q2 2025 |
444
shares
|
$288,746
0.1% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
443
shares
|
$288,096
0.23% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
443
shares
|
$288,096
0.15% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
443
shares
|
$288,096
0.18% of portfolio
|
Q2 2025
Reduced 30.13%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
443
shares
|
$288,096
0.13% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Jul 23, 2025 Q2 2025 |
443
shares
|
$288,096
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
442
shares
|
$287,445
0.06% of portfolio
|
Q2 2023
Reduced 38.35%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
440
shares
|
$286,145
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
440
shares
|
$286,145
0.03% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
440
shares
|
$286,145
0.0% of portfolio
|
Q2 2025
Reduced 80.18%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jul 25, 2025 Q2 2025 |
440
shares
|
$286,145
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
437
shares
|
$284,194
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
437
shares
|
$284,194
0.13% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
435
shares
|
$282,893
0.07% of portfolio
|
Q3 2024
Reduced 18.54%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
435
shares
|
$282,893
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
434
shares
|
$282,243
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
433
shares
|
$281,592
0.05% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
432
shares
|
$280,942
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
432
shares
|
$280,942
5.5% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
429
shares
|
$278,991
0.24% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
429
shares
|
$278,991
0.12% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
428
shares
|
$278,341
0.01% of portfolio
|
Q3 2024
Reduced 12.11%
|