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 |
|---|---|---|---|---|---|
|
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
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
100
shares
|
$67,129
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
94
shares
|
$63,101
0.02% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
92
shares
|
$61,758
0.03% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
88
shares
|
$59,073
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
85
shares
|
$57,059
0.03% of portfolio
|
Q2 2025
Added 70.0%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
85
shares
|
$57,059
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
85
shares
|
$57,059
0.05% of portfolio
|
Q1 2025
Added 60.38%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
85
shares
|
$57,059
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
82
shares
|
$55,045
0.01% of portfolio
|
Q2 2025
Reduced 39.26%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
81
shares
|
$54,374
0.04% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
81
shares
|
$54,374
1.93% of portfolio
|
Q3 2025
Added 47.27%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
81
shares
|
$54,374
0.04% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
80
shares
|
$53,703
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
78
shares
|
$52,360
0.03% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
70
shares
|
$46,990
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
68
shares
|
$45,647
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
68
shares
|
$45,647
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
66
shares
|
$44,305
0.03% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
64
shares
|
$42,962
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
64
shares
|
$42,962
0.04% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
63
shares
|
$42,291
0.02% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
60
shares
|
$40,277
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
60
shares
|
$40,277
0.03% of portfolio
|
Q1 2025
Reduced 96.67%
|