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 |
|---|---|---|---|---|---|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
417
shares
|
$271,187
0.21% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
416
shares
|
$270,537
0.1% of portfolio
|
Q2 2025
Reduced 96.31%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
416
shares
|
$270,537
0.12% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
415
shares
|
$269,886
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Aug 13, 2025 Q2 2025 |
415
shares
|
$269,886
0.01% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
413
shares
|
$268,586
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
413
shares
|
$268,586
0.13% of portfolio
|
Q2 2025
Added 27.86%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
411
shares
|
$267,285
0.06% of portfolio
|
Q1 2025
Reduced 68.65%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Aug 06, 2025 Q2 2025 |
411
shares
|
$267,285
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
410
shares
|
$266,635
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
409
shares
|
$265,984
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
409
shares
|
$265,984
0.07% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
Aug 11, 2025 Q2 2025 |
409
shares
|
$265,984
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
408
shares
|
$265,334
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
407
shares
|
$264,684
0.11% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
406
shares
|
$264,033
0.07% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
406
shares
|
$264,033
0.0% of portfolio
|
Q2 2025
Reduced 24.68%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Jul 30, 2025 Q2 2025 |
405
shares
|
$263,383
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
404
shares
|
$262,733
0.03% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
404
shares
|
$262,733
0.05% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
404
shares
|
$262,733
0.07% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Avalon Advisory Group
Wexford, PA |
Jul 14, 2025 Q2 2025 |
403
shares
|
$262,082
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Israel Discount Bank Of New York
New York, NY |
Aug 05, 2025 Q2 2025 |
403
shares
|
$262,082
0.94% of portfolio
|
Q2 2025
Reduced 99.49%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jul 18, 2025 Q2 2025 |
403
shares
|
$262,082
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
403
shares
|
$262,082
0.24% of portfolio
|
Q2 2025
New holding
|