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 |
|---|---|---|---|---|---|
|
Salvus Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
397
shares
|
$266,502
0.16% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
397
shares
|
$266,502
0.12% of portfolio
|
Q2 2025
Added 16.76%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
396
shares
|
$265,830
0.07% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
396
shares
|
$265,830
0.05% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
396
shares
|
$265,830
0.13% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
395
shares
|
$265,159
0.03% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
395
shares
|
$265,159
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
395
shares
|
$265,159
0.18% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
393
shares
|
$263,816
0.05% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
393
shares
|
$263,816
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
393
shares
|
$263,816
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
392
shares
|
$263,145
0.1% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
392
shares
|
$263,145
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
391
shares
|
$262,474
0.09% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
390
shares
|
$261,803
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
389
shares
|
$261,131
0.13% of portfolio
|
Q1 2025
Reduced 76.73%
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
388
shares
|
$260,460
0.01% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
388
shares
|
$260,460
0.03% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
388
shares
|
$260,460
0.07% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
388
shares
|
$260,460
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
385
shares
|
$258,446
0.15% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
384
shares
|
$257,775
0.03% of portfolio
|
Q1 2025
Reduced 58.89%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
383
shares
|
$257,104
0.18% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
382
shares
|
$256,432
0.17% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
380
shares
|
$255,090
0.2% of portfolio
|
Q2 2025
Reduced 62.19%
|