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 5,290 institutions that hold shares in the stock, with a total of 557 Million shares, which have been reported (via 13F filing form) to have a value of $371 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
I A Global Asset Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
70,037
shares
|
$46.6 Million
0.64% of portfolio
|
Q3 2025
Added 25.67%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Nov 14, 2025 Q3 2025 |
70,000
shares
|
$46.6 Million
5.07% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
69,715
shares
|
$46.4 Million
3.37% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
69,553
shares
|
$46.3 Million
4.05% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
69,414
shares
|
$46.2 Million
14.77% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Lazard Freres Gestion S.A.S.
|
Oct 21, 2025 Q3 2025 |
69,186
shares
|
$46.1 Million
0.88% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
69,086
shares
|
$46 Million
8.78% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
68,683
shares
|
$45.7 Million
0.75% of portfolio
|
Q3 2025
Added 17.27%
|
|
|
Wallace Hart LLC
Lexington, KY |
Nov 04, 2025 Q3 2025 |
68,646
shares
|
$45.7 Million
33.64% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2025 Q3 2025 |
67,929
shares
|
$45.2 Million
22.69% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
67,803
shares
|
$45.1 Million
12.03% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
67,702
shares
|
$45.1 Million
3.73% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
67,278
shares
|
$44.8 Million
1.53% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
67,090
shares
|
$44.7 Million
4.03% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 07, 2025 Q3 2025 |
66,924
shares
|
$44.5 Million
27.12% of portfolio
|
Q3 2025
Added 61.17%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
66,803
shares
|
$44.5 Million
4.83% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
66,709
shares
|
$44.4 Million
5.0% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
66,496
shares
|
$44.3 Million
0.55% of portfolio
|
Q3 2025
Added 35.96%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
66,351
shares
|
$44.2 Million
8.88% of portfolio
|
Q3 2023
New holding
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
65,902
shares
|
$43.9 Million
9.41% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Oct 22, 2025 Q3 2025 |
65,834
shares
|
$43.8 Million
31.44% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
65,763
shares
|
$43.8 Million
3.13% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
65,566
shares
|
$43.6 Million
10.33% of portfolio
|
Q2 2022
Added 20.39%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
65,540
shares
|
$43.6 Million
2.88% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
65,285
shares
|
$43.5 Million
3.84% of portfolio
|
Q3 2025
Reduced 1.46%
|
|