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 5,224 institutions that hold shares in the stock, with a total of 631 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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
80,401
shares
|
$54 Million
2.14% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
80,134
shares
|
$53.8 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
80,055
shares
|
$53.7 Million
2.5% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
Jul 31, 2025 Q2 2025 |
80,000
shares
|
$53.7 Million
22.98% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
79,635
shares
|
$53.5 Million
5.89% of portfolio
|
Q2 2025
Reduced 64.11%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Aug 07, 2025 Q2 2025 |
79,631
shares
|
$53.5 Million
33.01% of portfolio
|
Q2 2025
Added 478.0%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
79,586
shares
|
$53.4 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Aug 14, 2025 Q2 2025 |
79,271
shares
|
$53.2 Million
37.95% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
79,245
shares
|
$53.2 Million
1.23% of portfolio
|
Q3 2025
Added 57.6%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
79,045
shares
|
$53.1 Million
2.56% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
78,691
shares
|
$52.8 Million
4.41% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
78,469
shares
|
$52.7 Million
5.9% of portfolio
|
Q2 2025
Added 260.54%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
78,372
shares
|
$52.6 Million
3.16% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
78,334
shares
|
$52.6 Million
1.45% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
78,307
shares
|
$52.6 Million
30.98% of portfolio
|
Q2 2025
Added 24.69%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
78,198
shares
|
$52.5 Million
0.21% of portfolio
|
Q2 2025
Reduced 44.49%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
78,185
shares
|
$52.5 Million
4.11% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
78,054
shares
|
$52.4 Million
0.8% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
77,866
shares
|
$52.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 81.3%
|
|
|
Galilei Investment Office LLP
London, X0 |
Jul 28, 2025 Q2 2025 |
77,655
shares
|
$52.1 Million
24.4% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
77,386
shares
|
$51.9 Million
0.57% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
77,234
shares
|
$51.8 Million
0.89% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
77,205
shares
|
$51.8 Million
2.09% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
76,978
shares
|
$51.7 Million
7.48% of portfolio
|
Q4 2022
Added 1.26%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
76,873
shares
|
$51.6 Million
3.61% of portfolio
|
Q3 2025
Added 2.4%
|