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 5,222 institutions that hold shares in the stock, with a total of 632 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 |
|---|---|---|---|---|---|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
154
shares
|
$103,378
0.05% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
152
shares
|
$102,036
0.09% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
150
shares
|
$100,693
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
150
shares
|
$100,693
0.07% of portfolio
|
Q1 2025
Added 382.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
145
shares
|
$97,337
0.01% of portfolio
|
Q1 2025
Reduced 38.82%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
140
shares
|
$93,980
0.04% of portfolio
|
Q2 2025
Added 1066.67%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
139
shares
|
$93,309
0.02% of portfolio
|
Q2 2025
Added 504.35%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
134
shares
|
$89,952
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
132
shares
|
$88,610
0.02% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
130
shares
|
$87,267
0.03% of portfolio
|
Q4 2023
Added 160.0%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
130
shares
|
$87,267
0.05% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
128
shares
|
$85,925
0.03% of portfolio
|
Q2 2024
Reduced 65.96%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
128
shares
|
$85,925
0.01% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
120
shares
|
$80,554
0.02% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
120
shares
|
$80,554
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
119
shares
|
$79,883
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
118
shares
|
$79,212
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
117
shares
|
$78,540
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
116
shares
|
$77,869
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Capco Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
113
shares
|
$75,855
0.02% of portfolio
|
Q2 2025
Added 413.64%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
111
shares
|
$74,513
0.04% of portfolio
|
Q3 2022
Added 0.91%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
110
shares
|
$73,841
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Skylands Capital, LLC
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$67,129
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
100
shares
|
$67,129
0.03% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
100
shares
|
$67,129
0.04% of portfolio
|
Q2 2023
New holding
|