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 5,186 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 $418 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
428
shares
|
$278,341
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
428
shares
|
$278,341
0.37% of portfolio
|
Q1 2025
Reduced 47.1%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
428
shares
|
$278,341
0.22% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
426
shares
|
$277,040
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
426
shares
|
$277,040
0.07% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
425
shares
|
$276,390
0.09% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
425
shares
|
$276,390
0.18% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
424
shares
|
$275,739
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
423
shares
|
$275,089
0.03% of portfolio
|
Q2 2024
Reduced 58.24%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
423
shares
|
$275,089
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
422
shares
|
$274,439
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
421
shares
|
$273,788
0.02% of portfolio
|
Q2 2025
Reduced 60.76%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Aug 11, 2025 Q2 2025 |
421
shares
|
$273,788
0.11% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
421
shares
|
$273,788
0.17% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Mcrae Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
420
shares
|
$273,138
0.06% of portfolio
|
Q4 2024
Reduced 14.11%
|
|
|
Barnett & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
420
shares
|
$273,138
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2025 Q2 2025 |
420
shares
|
$273,138
0.1% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
420
shares
|
$273,138
0.11% of portfolio
|
Q2 2025
Reduced 42.39%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
419
shares
|
$272,488
0.04% of portfolio
|
Q2 2025
Reduced 96.04%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
419
shares
|
$272,488
0.09% of portfolio
|
Q2 2025
Reduced 90.14%
|
|
|
Dempze Nancy E
|
Jul 23, 2025 Q2 2025 |
418
shares
|
$271,837
0.16% of portfolio
|
Q2 2025
Reduced 38.35%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
418
shares
|
$271,837
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jul 18, 2025 Q2 2025 |
418
shares
|
$271,837
0.12% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
418
shares
|
$271,837
0.1% of portfolio
|
Q1 2025
Reduced 19.46%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
417
shares
|
$271,187
0.08% of portfolio
|
Q2 2025
New holding
|