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 5,171 institutions that hold shares in the stock, with a total of 642 Million shares, which have been reported (via 13F filing form) to have a value of $412 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axel Capital Management, LLC
|
Feb 01, 2023 Q4 2022 |
113,100
shares
|
$72.7 Million
91.17% of portfolio
|
Q4 2022
Added 130.35%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
112,894
shares
|
$72.6 Million
1.37% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
112,108
shares
|
$72.1 Million
29.33% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
111,553
shares
|
$71.7 Million
0.56% of portfolio
|
Q2 2025
Reduced 47.81%
|
|
|
Eos Management, L.P.
|
Jul 29, 2025 Q2 2025 |
110,736
shares
|
$71.2 Million
30.4% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
110,165
shares
|
$70.8 Million
1.04% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
109,930
shares
|
$70.7 Million
2.12% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
108,596
shares
|
$69.8 Million
11.71% of portfolio
|
Q2 2025
Reduced 51.07%
|
|
|
Performa LTD (Us), LLC
|
Aug 11, 2025 Q2 2025 |
108,348
shares
|
$69.6 Million
20.18% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
108,346
shares
|
$69.6 Million
1.3% of portfolio
|
Q1 2024
Reduced 77.75%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
108,171
shares
|
$69.5 Million
1.14% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
107,912
shares
|
$69.4 Million
4.45% of portfolio
|
Q2 2025
Reduced 16.78%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
106,906
shares
|
$68.7 Million
2.57% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Azarias Capital Management, L.P.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
106,461
shares
|
$68.4 Million
30.07% of portfolio
|
Q1 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
106,354
shares
|
$68.4 Million
1.14% of portfolio
|
Q3 2022
Added 0.32%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
106,329
shares
|
$68.3 Million
0.94% of portfolio
|
Q2 2025
Reduced 48.38%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
106,085
shares
|
$68.2 Million
11.43% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
Aug 13, 2025 Q2 2025 |
106,022
shares
|
$68.1 Million
1.81% of portfolio
|
Q2 2025
New holding
|
|
|
Belvedere Trading LLC
|
Aug 01, 2025 Q2 2025 |
105,417
shares
|
$67.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 81.89%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
105,411
shares
|
$67.7 Million
1.63% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
105,309
shares
|
$67.7 Million
0.46% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
105,097
shares
|
$67.5 Million
2.63% of portfolio
|
Q4 2022
Reduced 6.49%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
105,072
shares
|
$67.5 Million
25.33% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
104,448
shares
|
$67.1 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
104,232
shares
|
$67 Million
0.47% of portfolio
|
Q2 2025
Added 8.53%
|