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 5,224 institutions that hold shares in the stock, with a total of 631 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
325
shares
|
$218,169
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
325
shares
|
$218,169
0.1% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Oct 20, 2025 Q3 2025 |
325
shares
|
$218,169
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
322
shares
|
$216,155
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Aug 14, 2025 Q2 2025 |
319
shares
|
$214,141
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
317
shares
|
$212,798
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
316
shares
|
$212,127
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Financial Alliance LTD LLC
|
Aug 14, 2025 Q2 2025 |
315
shares
|
$211,456
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
314
shares
|
$210,785
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
313
shares
|
$210,113
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 14, 2025 Q3 2025 |
310
shares
|
$208,099
0.22% of portfolio
|
Q3 2025
Reduced 17.11%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
309
shares
|
$207,428
0.1% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
305
shares
|
$204,743
0.09% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
305
shares
|
$204,743
0.07% of portfolio
|
N/A
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
305
shares
|
$204,743
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
303
shares
|
$203,400
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
295
shares
|
$198,030
0.03% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Aug 28, 2025 Q2 2025 |
295
shares
|
$198,030
0.02% of portfolio
|
Q2 2025
Reduced 30.75%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
291
shares
|
$195,345
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
289
shares
|
$194,002
0.1% of portfolio
|
Q2 2025
Reduced 69.61%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
281
shares
|
$188,632
0.04% of portfolio
|
Q2 2025
Added 23.79%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Aug 14, 2025 Q2 2025 |
280
shares
|
$187,961
1.93% of portfolio
|
Q3 2024
Reduced 10.26%
|