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 |
|---|---|---|---|---|---|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
62,429
shares
|
$42.8 Million
0.11% of portfolio
|
Q2 2024
Reduced 45.11%
|
|
|
Mtc Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
62,086
shares
|
$42.5 Million
18.53% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
62,049
shares
|
$42.5 Million
3.86% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
62,003
shares
|
$42.5 Million
7.5% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
61,956
shares
|
$42.5 Million
9.58% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Farmers Trust CO
|
Oct 01, 2025 Q3 2025 |
61,701
shares
|
$42.3 Million
7.3% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
61,227
shares
|
$42 Million
1.94% of portfolio
|
Q2 2025
Added 512.52%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
61,002
shares
|
$41.8 Million
1.72% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
60,790
shares
|
$41.7 Million
9.85% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
60,746
shares
|
$41.6 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
60,731
shares
|
$41.6 Million
13.97% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
60,715
shares
|
$41.6 Million
1.54% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 27, 2025 Q3 2025 |
60,595
shares
|
$41.5 Million
8.48% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
60,559
shares
|
$41.5 Million
5.12% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
60,429
shares
|
$41.4 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Verger Capital Management LLC
|
Oct 22, 2025 Q3 2025 |
60,141
shares
|
$41.2 Million
13.0% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
60,060
shares
|
$41.2 Million
5.35% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
59,940
shares
|
$41.1 Million
10.79% of portfolio
|
Q3 2025
Added 50.13%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
59,934
shares
|
$41.1 Million
5.81% of portfolio
|
Q2 2022
Added 4.89%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
59,668
shares
|
$40.9 Million
5.18% of portfolio
|
Q3 2025
Added 12.89%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
59,539
shares
|
$40.8 Million
9.04% of portfolio
|
Q4 2022
Reduced 39.61%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
59,481
shares
|
$40.8 Million
1.16% of portfolio
|
Q2 2025
Reduced 57.84%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
59,349
shares
|
$40.7 Million
14.95% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
59,341
shares
|
$40.7 Million
13.52% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
59,181
shares
|
$40.6 Million
4.99% of portfolio
|
Q2 2025
Added 0.06%
|