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 |
|---|---|---|---|---|---|
|
Curated Wealth Partners LLC
|
Oct 09, 2025 Q3 2025 |
51,633
shares
|
$35.4 Million
4.35% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
51,527
shares
|
$35.3 Million
2.09% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
51,487
shares
|
$35.3 Million
14.32% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
51,451
shares
|
$35.3 Million
16.6% of portfolio
|
Q3 2025
Reduced 10.48%
|
|
|
Momentum Wealth Planning, LLC
Estero, FL |
Sep 24, 2025 Q2 2025 |
51,437
shares
|
$35.2 Million
27.14% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
51,283
shares
|
$35.1 Million
2.46% of portfolio
|
Q2 2025
Reduced 19.24%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
51,279
shares
|
$35.1 Million
6.65% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Wind River Trust CO
|
Aug 12, 2025 Q2 2025 |
51,273
shares
|
$35.1 Million
12.7% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
51,227
shares
|
$35.1 Million
7.68% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
51,138
shares
|
$35 Million
2.79% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
51,104
shares
|
$35 Million
2.19% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
51,048
shares
|
$35 Million
12.98% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
50,886
shares
|
$34.9 Million
0.08% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2025 Q2 2025 |
50,791
shares
|
$34.8 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
50,778
shares
|
$34.8 Million
3.01% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
50,331
shares
|
$34.5 Million
0.5% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
50,241
shares
|
$34.4 Million
0.65% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
50,019
shares
|
$34.3 Million
0.95% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
49,582
shares
|
$34 Million
1.82% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
49,400
shares
|
$33.9 Million
10.53% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
49,356
shares
|
$33.8 Million
11.05% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
49,325
shares
|
$33.8 Million
0.75% of portfolio
|
Q2 2025
Added 42.51%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
49,273
shares
|
$33.8 Million
15.17% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
49,228
shares
|
$33.7 Million
4.94% of portfolio
|
Q3 2025
Added 15.46%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
49,112
shares
|
$33.7 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.59%
|