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 |
|---|---|---|---|---|---|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
43,623
shares
|
$28 Million
1.75% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
42,932
shares
|
$27.6 Million
14.74% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
42,775
shares
|
$27.5 Million
1.77% of portfolio
|
Q2 2025
Added 21.87%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
42,738
shares
|
$27.5 Million
2.51% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
42,715
shares
|
$27.5 Million
8.89% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
42,637
shares
|
$27.4 Million
4.32% of portfolio
|
Q2 2025
Added 19.93%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
42,522
shares
|
$27.3 Million
0.5% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
42,513
shares
|
$27.3 Million
2.66% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
42,498
shares
|
$27.3 Million
19.23% of portfolio
|
Q2 2025
Added 601.52%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
42,496
shares
|
$27.3 Million
4.18% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
42,335
shares
|
$27.2 Million
10.73% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
42,228
shares
|
$27.1 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
42,204
shares
|
$27.1 Million
5.58% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
42,162
shares
|
$27.1 Million
13.88% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
42,076
shares
|
$27 Million
0.95% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
42,063
shares
|
$27 Million
0.18% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
42,000
shares
|
$27 Million
2.65% of portfolio
|
Q2 2025
Added 975.82%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
41,873
shares
|
$26.9 Million
12.08% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
41,658
shares
|
$26.8 Million
10.79% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
41,581
shares
|
$26.7 Million
2.54% of portfolio
|
Q2 2025
Reduced 19.67%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jul 17, 2025 Q2 2025 |
41,523
shares
|
$26.7 Million
16.61% of portfolio
|
Q2 2025
Added 192.37%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
41,385
shares
|
$26.6 Million
0.05% of portfolio
|
Q2 2025
Added 17.38%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
41,286
shares
|
$26.5 Million
1.15% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
41,176
shares
|
$26.5 Million
0.73% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
41,159
shares
|
$26.5 Million
0.34% of portfolio
|
Q2 2025
Reduced 33.57%
|