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 |
|---|---|---|---|---|---|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
84,083
shares
|
$54 Million
1.98% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
83,998
shares
|
$54 Million
29.22% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
83,970
shares
|
$54 Million
0.46% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
83,809
shares
|
$53.9 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
83,643
shares
|
$53.8 Million
1.5% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
83,419
shares
|
$53.6 Million
7.15% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
83,135
shares
|
$53.4 Million
0.83% of portfolio
|
Q2 2025
Added 6620.7%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
83,117
shares
|
$53.4 Million
9.61% of portfolio
|
Q4 2023
Added 1.57%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
83,048
shares
|
$53.4 Million
2.24% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
82,514
shares
|
$53 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
82,357
shares
|
$52.9 Million
9.55% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
82,299
shares
|
$52.9 Million
30.57% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Sal Trading, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
81,899
shares
|
$52.6 Million
93.35% of portfolio
|
Q1 2024
New holding
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
81,550
shares
|
$52.4 Million
2.94% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
80,883
shares
|
$52 Million
3.73% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
80,851
shares
|
$52 Million
4.29% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
80,705
shares
|
$51.9 Million
1.07% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
80,594
shares
|
$51.8 Million
3.72% of portfolio
|
Q2 2025
Reduced 78.98%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
80,590
shares
|
$51.8 Million
19.83% of portfolio
|
Q2 2025
Reduced 52.25%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
80,480
shares
|
$51.7 Million
3.58% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
80,151
shares
|
$51.5 Million
0.99% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
80,134
shares
|
$51.5 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
80,055
shares
|
$51.5 Million
2.5% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
80,037
shares
|
$51.4 Million
0.59% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Jul 31, 2025 Q2 2025 |
80,000
shares
|
$51.4 Million
22.98% of portfolio
|
Q1 2025
Reduced 20.0%
|