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 |
|---|---|---|---|---|---|
|
Drum Hill Capital, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
334
shares
|
$214,658
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
333
shares
|
$214,015
0.55% of portfolio
|
Q2 2025
Reduced 96.58%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
333
shares
|
$214,015
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
332
shares
|
$213,373
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
332
shares
|
$213,373
0.1% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
332
shares
|
$213,373
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
329
shares
|
$211,445
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
329
shares
|
$211,445
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
328
shares
|
$210,802
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
328
shares
|
$210,802
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
326
shares
|
$209,516
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
325
shares
|
$208,874
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
325
shares
|
$208,874
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
325
shares
|
$208,874
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
325
shares
|
$208,874
0.1% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Aug 14, 2025 Q2 2025 |
319
shares
|
$205,018
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Financial Alliance LTD LLC
|
Aug 14, 2025 Q2 2025 |
315
shares
|
$202,447
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
310
shares
|
$199,233
0.04% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
309
shares
|
$198,591
0.1% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
305
shares
|
$196,020
0.09% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
305
shares
|
$196,020
0.07% of portfolio
|
N/A
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
295
shares
|
$189,593
0.03% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
291
shares
|
$187,022
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
289
shares
|
$185,737
0.1% of portfolio
|
Q2 2025
Reduced 69.61%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
281
shares
|
$180,595
0.04% of portfolio
|
Q2 2025
Added 23.79%
|