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 5,228 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 |
|---|---|---|---|---|---|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
59,140
shares
|
$40.5 Million
9.15% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
58,963
shares
|
$40.4 Million
3.72% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
58,783
shares
|
$40.3 Million
0.84% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Oct 21, 2025 Q3 2025 |
58,776
shares
|
$40.3 Million
22.49% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
58,729
shares
|
$40.2 Million
6.93% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
58,572
shares
|
$40.1 Million
9.84% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
58,523
shares
|
$40.1 Million
7.26% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
58,304
shares
|
$40 Million
9.31% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
58,163
shares
|
$39.9 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
57,962
shares
|
$39.7 Million
0.66% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
57,831
shares
|
$39.6 Million
2.53% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
57,743
shares
|
$39.6 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
57,624
shares
|
$39.5 Million
7.97% of portfolio
|
Q2 2024
Added 18.16%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
57,379
shares
|
$39.3 Million
9.9% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
57,356
shares
|
$39.3 Million
5.5% of portfolio
|
Q3 2025
Reduced 41.93%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
57,334
shares
|
$39.3 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
57,199
shares
|
$39.2 Million
15.54% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
57,152
shares
|
$39.2 Million
6.76% of portfolio
|
Q2 2025
Added 110.78%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
57,017
shares
|
$39.1 Million
2.56% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
56,913
shares
|
$39 Million
11.07% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Oct 07, 2025 Q2 2025 |
56,887
shares
|
$39 Million
0.27% of portfolio
|
Q2 2025
Added 185.19%
|
|
|
Tig Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
56,882
shares
|
$39 Million
1.9% of portfolio
|
Q2 2025
New holding
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
56,706
shares
|
$38.9 Million
1.45% of portfolio
|
Q2 2025
Reduced 73.92%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
56,656
shares
|
$38.8 Million
4.06% of portfolio
|
Q2 2025
Added 92.19%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
56,594
shares
|
$38.8 Million
0.28% of portfolio
|
Q4 2023
Reduced 0.21%
|