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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
48,979
shares
|
$33.6 Million
14.44% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
48,972
shares
|
$33.6 Million
13.76% of portfolio
|
Q2 2025
Added 8461.54%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
48,959
shares
|
$33.5 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
48,909
shares
|
$33.5 Million
0.37% of portfolio
|
Q2 2025
Added 19.47%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
48,813
shares
|
$33.4 Million
16.96% of portfolio
|
Q3 2023
Reduced 41.69%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
48,799
shares
|
$33.4 Million
5.39% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
48,691
shares
|
$33.4 Million
1.53% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
48,616
shares
|
$33.3 Million
8.78% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
48,530
shares
|
$33.3 Million
9.82% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
48,467
shares
|
$33.2 Million
2.73% of portfolio
|
Q3 2025
Added 53.71%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
48,400
shares
|
$33.2 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
48,397
shares
|
$33.2 Million
2.09% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
48,112
shares
|
$33 Million
6.61% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
47,778
shares
|
$32.7 Million
0.63% of portfolio
|
Q2 2025
Reduced 84.77%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
47,714
shares
|
$32.7 Million
0.72% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
47,632
shares
|
$32.6 Million
13.98% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
47,631
shares
|
$32.6 Million
6.64% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
47,452
shares
|
$32.5 Million
4.01% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
47,263
shares
|
$32.4 Million
0.47% of portfolio
|
Q3 2022
Added 35.31%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
47,085
shares
|
$32.3 Million
1.87% of portfolio
|
Q4 2023
Reduced 0.72%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
46,796
shares
|
$32.1 Million
0.73% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
46,178
shares
|
$31.6 Million
0.34% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
45,958
shares
|
$31.5 Million
2.2% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
45,826
shares
|
$31.4 Million
2.8% of portfolio
|
Q2 2025
Reduced 1.17%
|