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 |
|---|---|---|---|---|---|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
361
shares
|
$234,227
0.46% of portfolio
|
Q2 2022
Reduced 79.6%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
361
shares
|
$234,227
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
361
shares
|
$234,227
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
359
shares
|
$232,929
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
359
shares
|
$232,929
0.09% of portfolio
|
Q2 2025
Reduced 27.03%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
358
shares
|
$232,281
0.08% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
358
shares
|
$232,281
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
358
shares
|
$232,281
0.06% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
357
shares
|
$231,632
0.09% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
355
shares
|
$230,334
0.07% of portfolio
|
Q2 2025
Reduced 33.77%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
355
shares
|
$230,334
0.69% of portfolio
|
Q1 2025
Added 144.83%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
355
shares
|
$230,334
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
353
shares
|
$229,036
0.02% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
353
shares
|
$229,036
0.14% of portfolio
|
Q3 2024
Added 91.85%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
352
shares
|
$228,388
0.13% of portfolio
|
Q3 2024
Added 35.38%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Aug 13, 2025 Q2 2025 |
352
shares
|
$228,388
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sprott Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
352
shares
|
$228,388
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
350
shares
|
$227,090
0.05% of portfolio
|
Q2 2025
Reduced 24.57%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
350
shares
|
$227,090
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Gibraltar Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
348
shares
|
$225,792
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Inlet Private Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
347
shares
|
$225,144
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
346
shares
|
$224,495
0.07% of portfolio
|
Q2 2025
Reduced 26.07%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
345
shares
|
$223,846
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Phocas Financial Corp.
Alameda, CA |
Aug 05, 2025 Q2 2025 |
345
shares
|
$223,846
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
345
shares
|
$223,846
0.15% of portfolio
|
Q2 2025
Reduced 10.16%
|