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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
56,194
shares
|
$38.5 Million
15.82% of portfolio
|
Q4 2023
Added 895.99%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
56,154
shares
|
$38.5 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
56,087
shares
|
$38.4 Million
0.31% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
55,990
shares
|
$38.4 Million
26.15% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
55,969
shares
|
$38.4 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
55,893
shares
|
$38.3 Million
12.71% of portfolio
|
Q3 2025
Added 33.48%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
55,733
shares
|
$38.2 Million
0.52% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
55,597
shares
|
$38.1 Million
26.74% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
55,458
shares
|
$38 Million
2.98% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
55,419
shares
|
$38 Million
5.29% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
55,296
shares
|
$37.9 Million
1.55% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
55,183
shares
|
$37.8 Million
13.65% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Capital Wealth Planning, LLC
|
Aug 07, 2025 Q2 2025 |
55,181
shares
|
$37.8 Million
0.27% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
55,151
shares
|
$37.8 Million
21.56% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
55,121
shares
|
$37.8 Million
18.0% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
55,089
shares
|
$37.7 Million
1.08% of portfolio
|
Q2 2025
Added 66.89%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Aug 05, 2025 Q2 2025 |
54,851
shares
|
$37.6 Million
17.28% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
54,667
shares
|
$37.5 Million
2.4% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
54,640
shares
|
$37.4 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
|
$37.4 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
|
$37.4 Million
1.87% of portfolio
|
Q2 2025
Added 16.33%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
54,389
shares
|
$37.3 Million
8.71% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
54,361
shares
|
$37.3 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
|
$37.2 Million
2.36% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
54,249
shares
|
$37.2 Million
1.77% of portfolio
|
Q3 2025
Added 362.52%
|