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 |
|---|---|---|---|---|---|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
71,606
shares
|
$49.1 Million
9.17% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
71,463
shares
|
$49 Million
8.31% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
71,325
shares
|
$48.9 Million
31.47% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
71,089
shares
|
$48.7 Million
2.39% of portfolio
|
Q3 2022
Added 2.09%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
70,776
shares
|
$48.5 Million
10.52% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
70,703
shares
|
$48.4 Million
3.39% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
70,616
shares
|
$48.4 Million
8.05% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Woodline Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
70,255
shares
|
$48.1 Million
0.25% of portfolio
|
Q2 2025
Added 449.3%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
70,151
shares
|
$48.1 Million
1.74% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Aug 05, 2025 Q2 2025 |
70,044
shares
|
$48 Million
67.84% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
69,873
shares
|
$47.9 Million
1.17% of portfolio
|
Q2 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
69,553
shares
|
$47.7 Million
4.05% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Schusterman Interests, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
69,517
shares
|
$47.6 Million
65.47% of portfolio
|
Q1 2024
New holding
|
|
|
Lazard Freres Gestion S.A.S.
|
Oct 21, 2025 Q3 2025 |
69,186
shares
|
$47.4 Million
0.88% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
69,158
shares
|
$47.4 Million
3.64% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
68,683
shares
|
$47.1 Million
0.75% of portfolio
|
Q3 2025
Added 17.27%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
68,463
shares
|
$46.9 Million
14.88% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
67,803
shares
|
$46.5 Million
12.03% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
67,702
shares
|
$46.4 Million
3.73% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
67,278
shares
|
$46.1 Million
1.53% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
67,201
shares
|
$46 Million
1.16% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
67,090
shares
|
$46 Million
4.03% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
66,803
shares
|
$45.8 Million
4.83% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Wallace Hart LLC
Lexington, KY |
Aug 14, 2025 Q2 2025 |
66,600
shares
|
$45.6 Million
32.74% of portfolio
|
Q2 2025
Added 9651.1%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
66,351
shares
|
$45.5 Million
8.88% of portfolio
|
Q3 2023
New holding
|