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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
58
shares
|
$38,934
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
55
shares
|
$36,920
0.01% of portfolio
|
Q2 2025
Reduced 52.17%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
55
shares
|
$36,920
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
55
shares
|
$36,920
0.01% of portfolio
|
Q4 2024
Reduced 39.56%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
54
shares
|
$36,249
0.02% of portfolio
|
Q2 2025
Added 285.71%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
54
shares
|
$36,249
0.03% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
53
shares
|
$35,578
0.0% of portfolio
|
Q2 2025
Reduced 99.29%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
53
shares
|
$35,578
0.02% of portfolio
|
Q3 2025
Reduced 36.14%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
52
shares
|
$34,907
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
50
shares
|
$33,564
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
45
shares
|
$30,208
0.0% of portfolio
|
Q3 2025
Reduced 68.31%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jul 17, 2025 Q2 2025 |
45
shares
|
$30,208
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
41
shares
|
$27,522
0.01% of portfolio
|
Q2 2025
Added 215.38%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
40
shares
|
$26,851
0.02% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
40
shares
|
$26,851
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
39
shares
|
$26,180
0.02% of portfolio
|
Q2 2024
Reduced 50.63%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
38
shares
|
$25,509
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
34
shares
|
$22,823
0.02% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
31
shares
|
$20,809
0.01% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
31
shares
|
$20,809
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
30
shares
|
$20,138
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
24
shares
|
$16,110
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
23
shares
|
$15,439
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
20
shares
|
$13,425
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
20
shares
|
$13,425
0.01% of portfolio
|
Q1 2025
Reduced 99.82%
|