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 |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
66,251
shares
|
$45.4 Million
3.93% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Oct 22, 2025 Q3 2025 |
65,834
shares
|
$45.1 Million
31.44% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 23, 2025 Q3 2025 |
65,763
shares
|
$45.1 Million
2.45% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
65,571
shares
|
$44.9 Million
6.07% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
65,566
shares
|
$44.9 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
|
$44.9 Million
2.88% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
65,023
shares
|
$44.6 Million
13.5% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Aug 14, 2025 Q2 2025 |
65,000
shares
|
$44.5 Million
4.75% of portfolio
|
Q2 2025
Added 32.38%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
64,756
shares
|
$44.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
64,698
shares
|
$44.3 Million
6.83% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
64,228
shares
|
$44 Million
4.13% of portfolio
|
Q2 2024
Added 2.39%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
64,154
shares
|
$44 Million
0.47% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
64,057
shares
|
$43.9 Million
2.64% of portfolio
|
Q2 2025
Added 244.63%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
63,818
shares
|
$43.7 Million
1.05% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
63,585
shares
|
$43.6 Million
15.11% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
63,437
shares
|
$43.5 Million
0.51% of portfolio
|
Q3 2025
Added 101.9%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
63,270
shares
|
$43.4 Million
10.33% of portfolio
|
Q2 2025
Reduced 27.76%
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
63,249
shares
|
$43.3 Million
24.36% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Trinity Financial Advisors LLC
|
Oct 07, 2025 Q3 2025 |
63,073
shares
|
$43.2 Million
12.21% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Oct 27, 2025 Q3 2025 |
63,030
shares
|
$43.2 Million
66.21% of portfolio
|
Q3 2025
Reduced 14.64%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
63,014
shares
|
$43.2 Million
8.76% of portfolio
|
Q2 2025
Reduced 16.75%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
63,005
shares
|
$43.2 Million
1.53% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
62,896
shares
|
$43.1 Million
11.16% of portfolio
|
Q2 2025
Added 2389.94%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
62,634
shares
|
$42.9 Million
4.98% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
62,474
shares
|
$42.8 Million
6.58% of portfolio
|
Q2 2025
Added 0.08%
|