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 5,100 institutions that hold shares in the stock, with a total of 593 Million shares, which have been reported (via 13F filing form) to have a value of $373 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
36
shares
|
$22,635
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
35
shares
|
$22,006
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
34
shares
|
$21,378
0.02% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
32
shares
|
$20,120
0.0% of portfolio
|
Q1 2025
Reduced 56.76%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
31
shares
|
$19,491
0.01% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
31
shares
|
$19,491
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
30
shares
|
$18,863
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
May 15, 2025 Q1 2025 |
29
shares
|
$18,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
26
shares
|
$16,348
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capco Asset Management, LLC
|
May 12, 2025 Q1 2025 |
22
shares
|
$13,832
0.0% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
20
shares
|
$12,575
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
20
shares
|
$12,575
0.01% of portfolio
|
Q1 2025
Reduced 99.82%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
17
shares
|
$10,689
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
15
shares
|
$9,431
0.0% of portfolio
|
Q1 2025
Reduced 99.99%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
14
shares
|
$8,802
0.01% of portfolio
|
Q1 2025
Reduced 56.25%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
13
shares
|
$8,174
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
12
shares
|
$7,545
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
8
shares
|
$5,030
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
7
shares
|
$4,401
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
7
shares
|
$4,401
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
7
shares
|
$4,401
0.76% of portfolio
|
Q1 2025
Reduced 99.69%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
5
shares
|
$3,143
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
3
shares
|
$1,886
0.0% of portfolio
|
Q4 2024
Reduced 95.89%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3
shares
|
$1,886
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
May 07, 2025 Q1 2025 |
2
shares
|
$1,257
0.0% of portfolio
|
Q1 2025
Reduced 87.5%
|