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 |
|---|---|---|---|---|---|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
402
shares
|
$261,432
0.07% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
402
shares
|
$261,432
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
401
shares
|
$260,782
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
400
shares
|
$260,132
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
399
shares
|
$259,481
0.14% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
397
shares
|
$258,181
0.12% of portfolio
|
Q2 2025
Added 16.76%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
396
shares
|
$257,530
0.05% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
395
shares
|
$256,880
0.03% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
395
shares
|
$256,880
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
395
shares
|
$256,880
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
395
shares
|
$256,880
0.18% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
394
shares
|
$256,230
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
393
shares
|
$255,579
0.05% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
393
shares
|
$255,579
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
393
shares
|
$255,579
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
392
shares
|
$254,929
0.1% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
392
shares
|
$254,929
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
391
shares
|
$254,279
0.09% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
390
shares
|
$253,628
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
390
shares
|
$253,628
0.08% of portfolio
|
Q2 2025
Reduced 23.38%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
389
shares
|
$252,978
0.13% of portfolio
|
Q1 2025
Reduced 76.73%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
388
shares
|
$252,328
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
388
shares
|
$252,328
0.01% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
388
shares
|
$252,328
0.03% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
385
shares
|
$250,377
0.15% of portfolio
|
Q2 2024
Added 40.0%
|