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 5,234 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 $430 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
450
shares
|
$305,923
0.04% of portfolio
|
Q2 2025
Reduced 30.77%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
450
shares
|
$305,923
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
449
shares
|
$305,243
0.23% of portfolio
|
Q2 2025
Reduced 33.58%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
449
shares
|
$305,243
0.22% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
448
shares
|
$304,563
0.26% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
445
shares
|
$302,524
0.09% of portfolio
|
Q1 2025
Reduced 51.58%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
445
shares
|
$302,524
0.34% of portfolio
|
Q1 2024
Reduced 21.93%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
445
shares
|
$302,524
0.1% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
444
shares
|
$301,844
0.06% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
443
shares
|
$301,164
0.18% of portfolio
|
Q2 2025
Reduced 30.13%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
443
shares
|
$301,164
0.13% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Jul 23, 2025 Q2 2025 |
443
shares
|
$301,164
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
442
shares
|
$300,484
0.06% of portfolio
|
Q2 2023
Reduced 38.35%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
441
shares
|
$299,805
0.06% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
440
shares
|
$299,125
0.03% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
440
shares
|
$299,125
0.0% of portfolio
|
Q2 2025
Reduced 80.18%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 14, 2025 Q3 2025 |
440
shares
|
$299,125
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
437
shares
|
$297,085
0.03% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
436
shares
|
$296,405
0.14% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
435
shares
|
$295,726
0.07% of portfolio
|
Q3 2024
Reduced 18.54%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
434
shares
|
$295,046
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Riversedge Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
434
shares
|
$295,046
0.05% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Weybosset Research & Management LLC
|
Oct 20, 2025 Q3 2025 |
432
shares
|
$293,686
0.11% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
432
shares
|
$293,686
5.5% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
430
shares
|
$292,326
0.07% of portfolio
|
Q3 2025
Reduced 70.75%
|