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 |
|---|---|---|---|---|---|
|
Lsp Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
55,990
shares
|
$36 Million
26.15% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
55,969
shares
|
$36 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
55,733
shares
|
$35.8 Million
0.52% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
55,458
shares
|
$35.6 Million
2.98% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
55,296
shares
|
$35.5 Million
1.55% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
55,183
shares
|
$35.5 Million
13.65% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Capital Wealth Planning, LLC
|
Aug 07, 2025 Q2 2025 |
55,181
shares
|
$35.5 Million
0.27% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
55,151
shares
|
$35.4 Million
21.56% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
55,126
shares
|
$35.4 Million
26.52% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
55,121
shares
|
$35.4 Million
18.0% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
55,089
shares
|
$35.4 Million
1.08% of portfolio
|
Q2 2025
Added 66.89%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Aug 05, 2025 Q2 2025 |
54,851
shares
|
$35.3 Million
17.28% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
54,640
shares
|
$35.1 Million
0.95% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
54,622
shares
|
$35.1 Million
0.32% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
54,537
shares
|
$35.1 Million
1.87% of portfolio
|
Q2 2025
Added 16.33%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
54,389
shares
|
$35 Million
8.71% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
54,361
shares
|
$34.9 Million
5.17% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
54,331
shares
|
$34.9 Million
2.36% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
54,160
shares
|
$34.8 Million
4.15% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
53,994
shares
|
$34.7 Million
0.73% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
53,932
shares
|
$34.7 Million
12.05% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
53,780
shares
|
$34.6 Million
2.82% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
53,719
shares
|
$34.5 Million
1.17% of portfolio
|
Q2 2025
Added 14.66%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
53,410
shares
|
$34.3 Million
3.01% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
53,330
shares
|
$34.3 Million
0.31% of portfolio
|
Q2 2025
Added 699.31%
|