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 5,165 institutions that hold shares in the stock, with a total of 646 Million shares, which have been reported (via 13F filing form) to have a value of $415 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mtc Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
62,086
shares
|
$39.9 Million
18.53% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
62,003
shares
|
$39.8 Million
7.5% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
61,956
shares
|
$39.8 Million
9.58% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
61,227
shares
|
$39.3 Million
1.94% of portfolio
|
Q2 2025
Added 512.52%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
61,042
shares
|
$39.2 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
61,012
shares
|
$39.2 Million
5.51% of portfolio
|
Q2 2025
Reduced 17.79%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
61,012
shares
|
$39.2 Million
1.21% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
61,002
shares
|
$39.2 Million
1.72% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
60,784
shares
|
$39.1 Million
9.57% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
60,731
shares
|
$39 Million
13.97% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
60,719
shares
|
$39 Million
2.37% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
60,616
shares
|
$39 Million
1.27% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Aug 06, 2025 Q2 2025 |
60,595
shares
|
$38.9 Million
6.84% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
60,559
shares
|
$38.9 Million
5.12% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
60,510
shares
|
$38.9 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
59,934
shares
|
$38.5 Million
5.81% of portfolio
|
Q2 2022
Added 4.89%
|
|
|
Qvr LLC
|
Aug 12, 2025 Q2 2025 |
59,906
shares
|
$38.5 Million
3.78% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
59,826
shares
|
$38.4 Million
1.55% of portfolio
|
Q2 2025
Added 16.59%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
59,539
shares
|
$38.3 Million
9.04% of portfolio
|
Q4 2022
Reduced 39.61%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
59,481
shares
|
$38.2 Million
1.16% of portfolio
|
Q2 2025
Reduced 57.84%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
59,349
shares
|
$38.1 Million
14.95% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
59,181
shares
|
$38 Million
4.99% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
59,140
shares
|
$38 Million
9.15% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
58,963
shares
|
$37.9 Million
3.72% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
58,914
shares
|
$37.9 Million
13.42% of portfolio
|
Q2 2025
Added 5.19%
|