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 |
|---|---|---|---|---|---|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
45,371
shares
|
$29.2 Million
6.93% of portfolio
|
Q2 2025
Added 4696.09%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
45,352
shares
|
$29.1 Million
0.58% of portfolio
|
Q2 2025
Added 15.19%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
45,339
shares
|
$29.1 Million
6.86% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
45,235
shares
|
$29.1 Million
8.99% of portfolio
|
Q2 2025
New holding
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
45,192
shares
|
$29 Million
0.9% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
45,185
shares
|
$29 Million
9.07% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
45,107
shares
|
$29 Million
4.04% of portfolio
|
Q4 2022
Added 1.01%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
44,981
shares
|
$28.9 Million
0.23% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
44,976
shares
|
$28.9 Million
0.54% of portfolio
|
Q2 2025
Added 28.97%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
44,971
shares
|
$28.9 Million
0.45% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
44,747
shares
|
$28.8 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
|
$28.7 Million
3.59% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
44,638
shares
|
$28.7 Million
1.43% of portfolio
|
Q2 2025
Added 108.97%
|
|
|
Aragon Global Management, LP
Miami, FL |
Aug 14, 2025 Q2 2025 |
44,580
shares
|
$28.7 Million
11.08% of portfolio
|
Q4 2023
New holding
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
44,550
shares
|
$28.6 Million
0.31% of portfolio
|
Q2 2025
Reduced 48.53%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
44,485
shares
|
$28.6 Million
19.18% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
44,447
shares
|
$28.6 Million
6.37% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
44,440
shares
|
$28.6 Million
2.04% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
44,113
shares
|
$28.4 Million
2.72% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
44,073
shares
|
$28.3 Million
13.74% of portfolio
|
Q2 2023
Reduced 0.18%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
43,995
shares
|
$28.3 Million
2.48% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jul 02, 2025 Q2 2025 |
43,773
shares
|
$28.1 Million
28.52% of portfolio
|
Q2 2025
Added 801.24%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
43,752
shares
|
$28.1 Million
12.14% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
43,655
shares
|
$28.1 Million
0.92% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
43,645
shares
|
$28.1 Million
1.86% of portfolio
|
Q2 2025
Reduced 0.63%
|