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 5,165 institutions that hold shares in the stock, with a total of 646 Million shares, which have been reported (via 13F filing form) to have a value of $415 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
278
shares
|
$178,667
0.13% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
275
shares
|
$176,739
0.04% of portfolio
|
Q2 2025
Reduced 93.85%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
274
shares
|
$176,097
0.04% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
265
shares
|
$170,312
0.14% of portfolio
|
Q2 2025
Added 31.84%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
263
shares
|
$169,027
0.05% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
259
shares
|
$166,456
0.33% of portfolio
|
Q3 2024
Reduced 72.06%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
253
shares
|
$162,600
0.01% of portfolio
|
Q1 2023
Reduced 43.9%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
253
shares
|
$162,600
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
241
shares
|
$154,888
0.08% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
233
shares
|
$149,746
0.04% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
232
shares
|
$149,104
0.06% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
230
shares
|
$147,818
0.03% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
229
shares
|
$147,176
0.1% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
227
shares
|
$145,890
0.05% of portfolio
|
Q1 2025
Added 60.99%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
225
shares
|
$144,605
0.04% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
220
shares
|
$141,391
0.06% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
219
shares
|
$140,749
0.08% of portfolio
|
Q1 2025
Added 28.07%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
217
shares
|
$139,463
0.04% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
216
shares
|
$138,821
0.16% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
214
shares
|
$137,535
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
211
shares
|
$135,607
0.12% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Aug 13, 2025 Q2 2025 |
210
shares
|
$134,964
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Tsai Capital Corp
New York, NY |
Aug 13, 2025 Q2 2025 |
209
shares
|
$134,322
0.12% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
202
shares
|
$129,823
0.07% of portfolio
|
Q2 2024
Reduced 97.56%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
202
shares
|
$129,823
0.06% of portfolio
|
Q2 2025
New holding
|