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 5,222 institutions that hold shares in the stock, with a total of 632 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 |
|---|---|---|---|---|---|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
340
shares
|
$228,238
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
340
shares
|
$228,238
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
340
shares
|
$228,238
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
337
shares
|
$226,224
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
337
shares
|
$226,224
0.18% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
336
shares
|
$225,553
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
336
shares
|
$225,553
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
335
shares
|
$224,882
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
335
shares
|
$224,882
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
335
shares
|
$224,882
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
334
shares
|
$224,210
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Oct 14, 2025 Q3 2025 |
334
shares
|
$224,210
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
333
shares
|
$223,539
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
332
shares
|
$222,868
0.11% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
332
shares
|
$222,868
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
330
shares
|
$221,525
0.06% of portfolio
|
Q3 2025
Reduced 33.6%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
329
shares
|
$220,854
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
329
shares
|
$220,854
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 21, 2025 Q3 2025 |
329
shares
|
$220,854
0.07% of portfolio
|
Q3 2025
Reduced 20.72%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
328
shares
|
$220,183
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
328
shares
|
$220,183
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
326
shares
|
$218,840
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
325
shares
|
$218,169
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
325
shares
|
$218,169
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Thomas Story & Son LLC
Culver, IN |
Oct 10, 2025 Q3 2025 |
325
shares
|
$218,169
0.08% of portfolio
|
Q3 2025
Reduced 13.33%
|