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 |
|---|---|---|---|---|---|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
130
shares
|
$84,347
0.05% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
128
shares
|
$83,050
0.03% of portfolio
|
Q2 2024
Reduced 65.96%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
128
shares
|
$83,050
0.01% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
120
shares
|
$77,859
0.02% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
120
shares
|
$77,859
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
119
shares
|
$77,210
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
118
shares
|
$76,561
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
117
shares
|
$75,913
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
116
shares
|
$75,264
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Capco Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
113
shares
|
$73,317
0.02% of portfolio
|
Q2 2025
Added 413.64%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
111
shares
|
$72,020
0.04% of portfolio
|
Q3 2022
Added 0.91%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
110
shares
|
$71,371
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Skylands Capital, LLC
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$64,883
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
100
shares
|
$64,883
0.03% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
100
shares
|
$64,883
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
100
shares
|
$64,883
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
94
shares
|
$60,990
0.02% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
92
shares
|
$59,692
0.0% of portfolio
|
Q2 2025
Added 513.33%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
92
shares
|
$59,692
0.03% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
85
shares
|
$55,150
0.03% of portfolio
|
Q2 2025
Added 70.0%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
85
shares
|
$55,150
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
85
shares
|
$55,150
0.05% of portfolio
|
Q1 2025
Added 60.38%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
85
shares
|
$55,150
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
83
shares
|
$53,852
0.02% of portfolio
|
Q4 2024
Added 56.6%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
82
shares
|
$53,204
0.01% of portfolio
|
Q2 2025
Reduced 39.26%
|