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 5,234 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 |
|---|---|---|---|---|---|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
45,678
shares
|
$31.3 Million
5.36% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
45,658
shares
|
$31.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 61.16%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
45,402
shares
|
$31.1 Million
5.04% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
45,371
shares
|
$31.1 Million
6.93% of portfolio
|
Q2 2025
Added 4696.09%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
45,352
shares
|
$31.1 Million
0.58% of portfolio
|
Q2 2025
Added 15.19%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
45,339
shares
|
$31.1 Million
6.86% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
45,254
shares
|
$31 Million
2.03% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
45,235
shares
|
$31 Million
8.99% of portfolio
|
Q2 2025
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
45,185
shares
|
$31 Million
9.07% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
45,124
shares
|
$30.9 Million
2.79% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
45,107
shares
|
$30.9 Million
4.04% of portfolio
|
Q4 2022
Added 1.01%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
45,033
shares
|
$30.9 Million
2.32% of portfolio
|
Q3 2025
Reduced 19.71%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
44,981
shares
|
$30.8 Million
0.23% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
44,976
shares
|
$30.8 Million
0.54% of portfolio
|
Q2 2025
Added 28.97%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
44,971
shares
|
$30.8 Million
0.45% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
44,967
shares
|
$30.8 Million
18.96% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
44,747
shares
|
$30.7 Million
2.48% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
44,644
shares
|
$30.6 Million
3.59% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
44,638
shares
|
$30.6 Million
1.43% of portfolio
|
Q2 2025
Added 108.97%
|
|
|
Aragon Global Management, LP
Miami, FL |
Aug 14, 2025 Q2 2025 |
44,580
shares
|
$30.5 Million
11.08% of portfolio
|
Q4 2023
New holding
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
44,550
shares
|
$30.5 Million
0.31% of portfolio
|
Q2 2025
Reduced 48.53%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
44,447
shares
|
$30.5 Million
6.37% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
44,440
shares
|
$30.5 Million
2.04% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
44,373
shares
|
$30.4 Million
5.16% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
44,073
shares
|
$30.2 Million
13.74% of portfolio
|
Q2 2023
Reduced 0.18%
|