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 5,186 institutions that hold shares in the stock, with a total of 644 Million shares, which have been reported (via 13F filing form) to have a value of $418 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
180
shares
|
$116,789
0.0% of portfolio
|
Q2 2025
Reduced 58.14%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
180
shares
|
$116,789
0.07% of portfolio
|
Q2 2025
Reduced 53.73%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
179
shares
|
$116,140
0.05% of portfolio
|
Q1 2023
Reduced 5.79%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
178
shares
|
$115,491
0.02% of portfolio
|
Q3 2023
Reduced 7.77%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
177
shares
|
$114,842
0.06% of portfolio
|
Q2 2025
Added 145.83%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
173
shares
|
$112,247
0.03% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
169
shares
|
$109,652
0.02% of portfolio
|
Q4 2023
Reduced 66.73%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
169
shares
|
$109,652
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
169
shares
|
$109,652
0.01% of portfolio
|
Q2 2025
Reduced 95.43%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
166
shares
|
$107,705
0.07% of portfolio
|
Q4 2024
Reduced 26.87%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
166
shares
|
$107,705
0.01% of portfolio
|
Q2 2025
Reduced 94.58%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Jul 29, 2025 Q2 2025 |
166
shares
|
$107,705
0.03% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
163
shares
|
$105,759
0.04% of portfolio
|
Q2 2025
Reduced 41.37%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
162
shares
|
$105,110
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
154
shares
|
$99,919
0.05% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
152
shares
|
$98,622
0.09% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
150
shares
|
$97,324
0.07% of portfolio
|
Q1 2025
Added 382.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
145
shares
|
$94,080
0.01% of portfolio
|
Q1 2025
Reduced 38.82%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
142
shares
|
$92,133
0.0% of portfolio
|
Q2 2025
Reduced 98.69%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
140
shares
|
$90,836
0.04% of portfolio
|
Q2 2025
Added 1066.67%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
139
shares
|
$90,187
0.02% of portfolio
|
Q2 2025
Added 504.35%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
138
shares
|
$89,538
0.08% of portfolio
|
Q1 2025
Reduced 27.37%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
134
shares
|
$86,943
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
132
shares
|
$85,645
0.02% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
130
shares
|
$84,347
0.03% of portfolio
|
Q4 2023
Added 160.0%
|