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 5,171 institutions that hold shares in the stock, with a total of 642 Million shares, which have been reported (via 13F filing form) to have a value of $412 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
65,616
shares
|
$42.2 Million
2.88% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
65,571
shares
|
$42.1 Million
6.07% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
65,566
shares
|
$42.1 Million
10.33% of portfolio
|
Q2 2022
Added 20.39%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
65,404
shares
|
$42 Million
3.1% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
65,023
shares
|
$41.8 Million
13.5% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Aug 14, 2025 Q2 2025 |
65,000
shares
|
$41.8 Million
4.75% of portfolio
|
Q2 2025
Added 32.38%
|
|
|
Washburn Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
64,866
shares
|
$41.7 Million
20.93% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
64,837
shares
|
$41.7 Million
12.42% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
64,836
shares
|
$41.7 Million
7.71% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
64,756
shares
|
$41.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
64,647
shares
|
$41.5 Million
1.48% of portfolio
|
Q2 2025
Reduced 28.13%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
64,228
shares
|
$41.3 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
|
$41.2 Million
0.47% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Verger Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
63,734
shares
|
$41 Million
15.5% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
63,648
shares
|
$40.9 Million
14.98% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
63,294
shares
|
$40.7 Million
7.49% of portfolio
|
Q2 2025
Reduced 17.14%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
63,270
shares
|
$40.7 Million
10.33% of portfolio
|
Q2 2025
Reduced 27.76%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
63,014
shares
|
$40.5 Million
8.76% of portfolio
|
Q2 2025
Reduced 16.75%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
62,896
shares
|
$40.4 Million
11.16% of portfolio
|
Q2 2025
Added 2389.94%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
62,893
shares
|
$40.4 Million
1.25% of portfolio
|
Q4 2024
Reduced 26.81%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
62,832
shares
|
$40.4 Million
1.71% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
62,634
shares
|
$40.3 Million
4.98% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
62,474
shares
|
$40.2 Million
6.58% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
62,429
shares
|
$40.1 Million
0.11% of portfolio
|
Q2 2024
Reduced 45.11%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
62,181
shares
|
$40 Million
2.57% of portfolio
|
Q2 2025
Added 0.22%
|