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 5,165 institutions that hold shares in the stock, with a total of 646 Million shares, which have been reported (via 13F filing form) to have a value of $415 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
7
shares
|
$4,498
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
7
shares
|
$4,498
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
5
shares
|
$3,213
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
3
shares
|
$1,928
0.0% of portfolio
|
Q4 2024
Reduced 95.89%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
3
shares
|
$1,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Equitec Proprietary Markets, LLC
|
Aug 06, 2025 Q2 2025 |
2
shares
|
$1,285
0.0% of portfolio
|
Q2 2025
Reduced 99.99%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Jul 30, 2025 Q2 2025 |
1
shares
|
$642
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1
shares
|
$642
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
1
shares
|
$642
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
1
shares
|
$642
0.0% of portfolio
|
Q4 2024
Reduced 99.23%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
1
shares
|
$642
0.0% of portfolio
|
Q2 2025
Reduced 99.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Central Bank Of Brazil
Brasilia Df, D5 |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Ucla Foundation
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
Closed
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
4.56% of portfolio
|
Q2 2025
New holding
|