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 |
|---|---|---|---|---|---|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
41,286
shares
|
$28.3 Million
1.15% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
41,279
shares
|
$28.3 Million
0.17% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
41,279
shares
|
$28.3 Million
7.15% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
41,176
shares
|
$28.2 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
|
$28.2 Million
0.34% of portfolio
|
Q2 2025
Reduced 33.57%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
41,141
shares
|
$28.2 Million
5.97% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
41,126
shares
|
$28.2 Million
0.09% of portfolio
|
Q2 2025
Added 276.96%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
41,000
shares
|
$28.1 Million
1.52% of portfolio
|
Q1 2022
Reduced 4.65%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
40,916
shares
|
$28 Million
5.31% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
40,847
shares
|
$28 Million
2.96% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
40,816
shares
|
$28 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
40,810
shares
|
$28 Million
13.73% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Whitford Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
40,800
shares
|
$28 Million
26.74% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Rk Capital Management, Llc/Fl
Weston, FL |
Aug 12, 2025 Q2 2025 |
40,767
shares
|
$27.9 Million
0.26% of portfolio
|
Q1 2025
Added 238.13%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
40,710
shares
|
$27.9 Million
0.73% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
40,707
shares
|
$27.9 Million
1.54% of portfolio
|
Q4 2022
Reduced 31.3%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
40,333
shares
|
$27.6 Million
1.23% of portfolio
|
Q2 2025
Reduced 35.87%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Aug 11, 2025 Q2 2025 |
40,237
shares
|
$27.6 Million
10.85% of portfolio
|
Q2 2025
Added 7269.41%
|
|
|
Orchard Capital Managment, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
40,000
shares
|
$27.4 Million
28.31% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
39,989
shares
|
$27.4 Million
14.63% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
39,931
shares
|
$27.4 Million
3.61% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
39,856
shares
|
$27.3 Million
1.18% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
39,832
shares
|
$27.3 Million
1.52% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
39,806
shares
|
$27.3 Million
14.68% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
39,734
shares
|
$27.2 Million
11.24% of portfolio
|
Q2 2025
Reduced 0.11%
|