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 5,229 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 $433 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
85,992
shares
|
$58.9 Million
4.05% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
85,958
shares
|
$58.9 Million
36.79% of portfolio
|
Q2 2023
Added 198.56%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
85,422
shares
|
$58.5 Million
9.04% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
84,928
shares
|
$58.2 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.48%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
84,302
shares
|
$57.8 Million
7.53% of portfolio
|
Q3 2025
Reduced 10.72%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
84,083
shares
|
$57.6 Million
1.98% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
83,998
shares
|
$57.6 Million
29.22% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
83,970
shares
|
$57.5 Million
0.46% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
83,809
shares
|
$57.4 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
83,643
shares
|
$57.3 Million
1.5% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
83,419
shares
|
$57.2 Million
7.15% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
83,135
shares
|
$57 Million
0.83% of portfolio
|
Q2 2025
Added 6620.7%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
83,117
shares
|
$57 Million
9.61% of portfolio
|
Q4 2023
Added 1.57%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
82,929
shares
|
$56.8 Million
3.7% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
82,514
shares
|
$56.5 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
82,421
shares
|
$56.5 Million
0.83% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
82,299
shares
|
$56.4 Million
30.57% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Sal Trading, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
81,899
shares
|
$56.1 Million
93.35% of portfolio
|
Q1 2024
New holding
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
81,550
shares
|
$55.9 Million
2.94% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Oct 02, 2025 Q3 2025 |
80,945
shares
|
$55.5 Million
40.76% of portfolio
|
Q3 2025
Added 84.92%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
80,851
shares
|
$55.4 Million
4.29% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
80,705
shares
|
$55.3 Million
1.07% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
80,594
shares
|
$55.2 Million
3.72% of portfolio
|
Q2 2025
Reduced 78.98%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
80,590
shares
|
$55.2 Million
19.83% of portfolio
|
Q2 2025
Reduced 52.25%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
80,480
shares
|
$55.1 Million
3.58% of portfolio
|
Q2 2025
Reduced 3.78%
|