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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
461
shares
|
$315,895
0.13% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
460
shares
|
$315,210
0.05% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
459
shares
|
$314,525
0.17% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
458
shares
|
$313,839
0.22% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
458
shares
|
$313,839
0.19% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
458
shares
|
$313,839
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
458
shares
|
$313,839
0.2% of portfolio
|
Q3 2024
Added 32.53%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
456
shares
|
$312,469
0.07% of portfolio
|
Q3 2023
Added 3.17%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
456
shares
|
$312,469
0.23% of portfolio
|
Q3 2025
Reduced 42.64%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
456
shares
|
$312,469
0.05% of portfolio
|
Q2 2025
Reduced 24.13%
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
455
shares
|
$311,784
0.15% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
454
shares
|
$311,098
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
453
shares
|
$310,413
0.26% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
453
shares
|
$310,413
0.57% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
452
shares
|
$309,728
0.05% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
451
shares
|
$309,043
0.18% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
451
shares
|
$309,043
0.16% of portfolio
|
Q4 2024
Reduced 14.91%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Oct 14, 2025 Q3 2025 |
451
shares
|
$309,043
0.12% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Schulhoff & CO Inc
|
Jul 30, 2025 Q2 2025 |
450
shares
|
$308,358
0.13% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
450
shares
|
$308,358
0.04% of portfolio
|
Q2 2025
Reduced 30.77%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
450
shares
|
$308,358
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
449
shares
|
$307,672
0.23% of portfolio
|
Q2 2025
Reduced 33.58%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
449
shares
|
$307,672
0.22% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
448
shares
|
$306,987
0.26% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
445
shares
|
$304,931
0.09% of portfolio
|
Q1 2025
Reduced 51.58%
|