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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
54,249
shares
|
$37.2 Million
1.77% of portfolio
|
Q3 2025
Added 362.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
54,202
shares
|
$37.1 Million
1.37% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
54,160
shares
|
$37.1 Million
4.15% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
53,994
shares
|
$37 Million
0.73% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
53,719
shares
|
$36.8 Million
1.17% of portfolio
|
Q2 2025
Added 14.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
53,632
shares
|
$36.8 Million
1.27% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
53,521
shares
|
$36.7 Million
2.75% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
53,410
shares
|
$36.6 Million
3.01% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Roth Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
53,348
shares
|
$36.6 Million
12.05% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
53,330
shares
|
$36.5 Million
0.31% of portfolio
|
Q2 2025
Added 699.31%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
53,244
shares
|
$36.5 Million
2.99% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Birinyi Associates Inc
|
Jul 23, 2025 Q2 2025 |
52,939
shares
|
$36.3 Million
9.57% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
52,792
shares
|
$36.2 Million
4.48% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
52,705
shares
|
$36.1 Million
0.61% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Oakmont Corp
|
Jul 16, 2025 Q2 2025 |
52,642
shares
|
$36.1 Million
5.7% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
52,554
shares
|
$36 Million
9.26% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
52,288
shares
|
$35.8 Million
3.43% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
52,273
shares
|
$35.8 Million
1.37% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
52,260
shares
|
$35.8 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Ninepoint Partners LP
|
Aug 05, 2025 Q2 2025 |
52,200
shares
|
$35.8 Million
6.1% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Jul 31, 2025 Q2 2025 |
52,166
shares
|
$35.7 Million
54.64% of portfolio
|
Q2 2025
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
52,077
shares
|
$35.7 Million
4.53% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
51,953
shares
|
$35.6 Million
1.74% of portfolio
|
Q2 2025
Reduced 34.06%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
51,940
shares
|
$35.6 Million
18.79% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
51,739
shares
|
$35.5 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.78%
|