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 |
|---|---|---|---|---|---|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
75,285
shares
|
$48.4 Million
8.95% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
75,265
shares
|
$48.4 Million
0.86% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
75,170
shares
|
$48.3 Million
1.67% of portfolio
|
Q4 2024
Added 78.25%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
75,073
shares
|
$48.2 Million
3.57% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
75,056
shares
|
$48.2 Million
2.98% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
75,000
shares
|
$48.2 Million
10.11% of portfolio
|
Q2 2025
Added 47.79%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
74,791
shares
|
$48.1 Million
27.22% of portfolio
|
Q2 2025
Reduced 21.03%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
74,773
shares
|
$48.1 Million
1.79% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
74,507
shares
|
$47.9 Million
0.04% of portfolio
|
Q3 2022
Reduced 10.05%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
74,178
shares
|
$47.7 Million
3.13% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
73,852
shares
|
$47.5 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Jul 09, 2025 Q2 2025 |
73,839
shares
|
$47.5 Million
69.55% of portfolio
|
Q2 2025
Added 2711.84%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
73,554
shares
|
$47.3 Million
10.62% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
73,288
shares
|
$47.1 Million
6.14% of portfolio
|
Q2 2025
Added 32.15%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
73,142
shares
|
$47 Million
3.57% of portfolio
|
Q1 2025
Reduced 23.63%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
72,859
shares
|
$46.8 Million
1.31% of portfolio
|
Q4 2023
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
72,846
shares
|
$46.8 Million
7.27% of portfolio
|
Q2 2025
Added 25.47%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
72,470
shares
|
$46.6 Million
10.31% of portfolio
|
Q2 2025
Added 19.04%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
72,312
shares
|
$46.5 Million
12.3% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
72,256
shares
|
$46.4 Million
9.82% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,099
shares
|
$46.3 Million
0.44% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
71,881
shares
|
$46.2 Million
8.31% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
71,865
shares
|
$46.2 Million
16.75% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
71,606
shares
|
$46 Million
9.17% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
71,325
shares
|
$45.8 Million
31.47% of portfolio
|
Q2 2025
Reduced 2.14%
|