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 5,171 institutions that hold shares in the stock, with a total of 642 Million shares, which have been reported (via 13F filing form) to have a value of $412 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
53,228
shares
|
$34.2 Million
10.95% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Birinyi Associates Inc
|
Jul 23, 2025 Q2 2025 |
52,939
shares
|
$34 Million
9.57% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
52,857
shares
|
$34 Million
4.71% of portfolio
|
Q2 2025
Added 24.1%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
52,812
shares
|
$33.9 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
52,792
shares
|
$33.9 Million
4.48% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
52,782
shares
|
$33.9 Million
2.92% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Oakmont Corp
|
Jul 16, 2025 Q2 2025 |
52,642
shares
|
$33.8 Million
5.7% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
52,423
shares
|
$33.7 Million
8.57% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
52,288
shares
|
$33.6 Million
3.43% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
52,260
shares
|
$33.6 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Ninepoint Partners LP
|
Aug 05, 2025 Q2 2025 |
52,200
shares
|
$33.5 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
|
$33.5 Million
54.64% of portfolio
|
Q2 2025
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
52,077
shares
|
$33.5 Million
4.53% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
51,953
shares
|
$33.4 Million
1.74% of portfolio
|
Q2 2025
Reduced 34.06%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
51,942
shares
|
$33.4 Million
18.18% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
51,739
shares
|
$33.3 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
51,633
shares
|
$33.2 Million
3.84% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
51,514
shares
|
$33.1 Million
6.6% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
51,487
shares
|
$33.1 Million
14.32% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
51,351
shares
|
$33 Million
12.8% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
51,292
shares
|
$33 Million
1.9% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
51,283
shares
|
$33 Million
2.46% of portfolio
|
Q2 2025
Reduced 19.24%
|
|
|
Wind River Trust CO
|
Aug 12, 2025 Q2 2025 |
51,273
shares
|
$33 Million
12.7% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
51,223
shares
|
$32.9 Million
0.68% of portfolio
|
Q2 2025
Reduced 22.72%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
51,138
shares
|
$32.9 Million
2.79% of portfolio
|
Q2 2025
Reduced 5.62%
|