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 |
|---|---|---|---|---|---|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
58,729
shares
|
$37.7 Million
6.93% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
58,572
shares
|
$37.6 Million
9.84% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
58,567
shares
|
$37.6 Million
0.64% of portfolio
|
Q2 2025
Added 106.39%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
58,523
shares
|
$37.6 Million
7.26% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
58,229
shares
|
$37.4 Million
9.68% of portfolio
|
Q2 2025
Reduced 88.73%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
58,163
shares
|
$37.4 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
57,975
shares
|
$37.3 Million
0.75% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
57,962
shares
|
$37.3 Million
0.66% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
57,803
shares
|
$37.1 Million
1.02% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
57,730
shares
|
$37.1 Million
9.96% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
57,624
shares
|
$37 Million
7.97% of portfolio
|
Q2 2024
Added 18.16%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 16, 2025 Q2 2025 |
57,472
shares
|
$36.9 Million
17.69% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
57,367
shares
|
$36.9 Million
0.84% of portfolio
|
Q2 2025
Added 34.17%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
57,152
shares
|
$36.7 Million
6.76% of portfolio
|
Q2 2025
Added 110.78%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
57,017
shares
|
$36.6 Million
2.56% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
56,913
shares
|
$36.6 Million
11.07% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 08, 2025 Q2 2025 |
56,887
shares
|
$36.6 Million
0.33% of portfolio
|
Q2 2025
Added 185.19%
|
|
|
Tig Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
56,882
shares
|
$36.6 Million
1.9% of portfolio
|
Q2 2025
New holding
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
56,706
shares
|
$36.4 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
|
$36.4 Million
4.06% of portfolio
|
Q2 2025
Added 92.19%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
56,648
shares
|
$36.4 Million
15.66% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
56,594
shares
|
$36.4 Million
0.28% of portfolio
|
Q4 2023
Reduced 0.21%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
56,323
shares
|
$36.2 Million
1.57% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
56,194
shares
|
$36.1 Million
15.82% of portfolio
|
Q4 2023
Added 895.99%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
56,087
shares
|
$36 Million
0.31% of portfolio
|
Q2 2025
Reduced 7.08%
|