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 |
|---|---|---|---|---|---|
|
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%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
43,791
shares
|
$30 Million
2.72% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
43,752
shares
|
$30 Million
12.14% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
43,655
shares
|
$29.9 Million
0.92% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
43,645
shares
|
$29.9 Million
1.86% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
43,449
shares
|
$29.8 Million
0.27% of portfolio
|
Q3 2025
Reduced 58.4%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
42,792
shares
|
$29.3 Million
2.48% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
42,775
shares
|
$29.3 Million
1.77% of portfolio
|
Q2 2025
Added 21.87%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
42,587
shares
|
$29.2 Million
2.59% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
42,522
shares
|
$29.1 Million
0.5% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
42,513
shares
|
$29.1 Million
2.66% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
42,498
shares
|
$29.1 Million
19.23% of portfolio
|
Q2 2025
Added 601.52%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
42,496
shares
|
$29.1 Million
4.18% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
42,335
shares
|
$29 Million
10.73% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
42,306
shares
|
$29 Million
1.67% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
42,228
shares
|
$28.9 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
42,204
shares
|
$28.9 Million
5.58% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
42,076
shares
|
$28.8 Million
0.95% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
42,075
shares
|
$28.8 Million
8.66% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
42,063
shares
|
$28.8 Million
0.18% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
41,976
shares
|
$28.8 Million
13.87% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
41,811
shares
|
$28.7 Million
3.56% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
41,690
shares
|
$28.6 Million
10.84% of portfolio
|
Q3 2025
Added 44.19%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
41,581
shares
|
$28.5 Million
2.54% of portfolio
|
Q2 2025
Reduced 19.67%
|