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 5,224 institutions that hold shares in the stock, with a total of 631 Million shares, which have been reported (via 13F filing form) to have a value of $424 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Oct 14, 2025 Q3 2025 |
417
shares
|
$285,745
0.22% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
416
shares
|
$285,059
0.09% of portfolio
|
Q2 2025
Reduced 96.31%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
415
shares
|
$284,374
0.03% of portfolio
|
Q3 2025
Added 17.56%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Aug 13, 2025 Q2 2025 |
415
shares
|
$284,374
0.01% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
414
shares
|
$283,689
0.07% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
414
shares
|
$283,689
0.14% of portfolio
|
Q3 2025
Reduced 17.53%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
413
shares
|
$283,004
0.13% of portfolio
|
Q2 2025
Added 27.86%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Oct 23, 2025 Q3 2025 |
411
shares
|
$281,633
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
410
shares
|
$280,948
0.02% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
410
shares
|
$280,948
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Oct 16, 2025 Q3 2025 |
409
shares
|
$280,263
0.62% of portfolio
|
Q3 2025
Added 22.82%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
409
shares
|
$280,263
0.08% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
Aug 11, 2025 Q2 2025 |
409
shares
|
$280,263
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
408
shares
|
$279,577
0.12% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
408
shares
|
$279,577
0.07% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
406
shares
|
$278,207
0.0% of portfolio
|
Q2 2025
Reduced 24.68%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
406
shares
|
$278,207
0.27% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Jul 30, 2025 Q2 2025 |
405
shares
|
$277,522
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
404
shares
|
$276,836
0.03% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
404
shares
|
$276,836
0.03% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
404
shares
|
$276,836
0.07% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Avalon Advisory Group
Wexford, PA |
Jul 14, 2025 Q2 2025 |
403
shares
|
$276,151
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Israel Discount Bank Of New York
New York, NY |
Aug 05, 2025 Q2 2025 |
403
shares
|
$276,151
0.94% of portfolio
|
Q2 2025
Reduced 99.49%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jul 18, 2025 Q2 2025 |
403
shares
|
$276,151
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
403
shares
|
$276,151
0.24% of portfolio
|
Q2 2025
New holding
|