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 |
|---|---|---|---|---|---|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
207
shares
|
$138,957
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Oct 20, 2025 Q3 2025 |
202
shares
|
$135,600
0.07% of portfolio
|
Q2 2024
Reduced 97.56%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
200
shares
|
$134,258
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oakhurst Advisors,Llc
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
200
shares
|
$134,258
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
200
shares
|
$134,258
0.05% of portfolio
|
Q3 2025
Reduced 27.01%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
195
shares
|
$130,901
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
193
shares
|
$129,558
0.09% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
192
shares
|
$128,887
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
187
shares
|
$125,531
0.1% of portfolio
|
Q2 2025
Added 54.55%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
187
shares
|
$125,531
0.1% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
183
shares
|
$122,846
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
183
shares
|
$122,846
0.05% of portfolio
|
Q2 2025
Added 21.19%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
181
shares
|
$121,503
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
180
shares
|
$120,832
0.0% of portfolio
|
Q2 2025
Reduced 58.14%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
180
shares
|
$120,832
0.07% of portfolio
|
Q2 2025
Reduced 53.73%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
179
shares
|
$120,160
0.05% of portfolio
|
Q1 2023
Reduced 5.79%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
178
shares
|
$119,489
0.02% of portfolio
|
Q3 2023
Reduced 7.77%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
177
shares
|
$118,818
0.06% of portfolio
|
Q2 2025
Added 145.83%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
173
shares
|
$116,133
0.03% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
169
shares
|
$113,448
0.02% of portfolio
|
Q4 2023
Reduced 66.73%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
169
shares
|
$113,448
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
169
shares
|
$113,448
0.01% of portfolio
|
Q2 2025
Reduced 95.43%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
166
shares
|
$111,434
0.07% of portfolio
|
Q4 2024
Reduced 26.87%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
166
shares
|
$111,434
0.01% of portfolio
|
Q2 2025
Reduced 94.58%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Jul 29, 2025 Q2 2025 |
166
shares
|
$111,434
0.03% of portfolio
|
Q2 2025
Added 10.67%
|