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 |
|---|---|---|---|---|---|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
39,734
shares
|
$27.2 Million
11.24% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
39,731
shares
|
$27.2 Million
1.74% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
George Kaiser Family Foundation
|
Aug 14, 2025 Q2 2025 |
39,583
shares
|
$27.1 Million
3.53% of portfolio
|
Q2 2025
Added 52.71%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
39,583
shares
|
$27.1 Million
3.37% of portfolio
|
Q2 2025
Added 52.71%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
39,566
shares
|
$27.1 Million
0.81% of portfolio
|
Q2 2025
Added 48.24%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
39,529
shares
|
$27.1 Million
1.12% of portfolio
|
Q2 2022
Added 18.3%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
39,445
shares
|
$27 Million
2.47% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Sanders Morris Harris LLC
|
Oct 06, 2025 Q3 2025 |
39,405
shares
|
$27 Million
3.81% of portfolio
|
Q3 2025
Added 5703.39%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
39,319
shares
|
$26.9 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
39,305
shares
|
$26.9 Million
3.43% of portfolio
|
Q1 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
39,264
shares
|
$26.9 Million
1.62% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
39,251
shares
|
$26.9 Million
8.39% of portfolio
|
Q1 2025
Added 113.49%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
39,198
shares
|
$26.9 Million
0.07% of portfolio
|
Q4 2022
Added 26.24%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
39,132
shares
|
$26.8 Million
0.72% of portfolio
|
Q4 2024
Added 28.56%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Aug 20, 2025 Q2 2025 |
39,097
shares
|
$26.8 Million
13.12% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
39,079
shares
|
$26.8 Million
1.19% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
39,047
shares
|
$26.8 Million
2.04% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
39,003
shares
|
$26.7 Million
14.36% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
38,890
shares
|
$26.6 Million
0.93% of portfolio
|
Q3 2025
Added 10.66%
|
|
|
Eagle Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
38,702
shares
|
$26.5 Million
9.74% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
38,695
shares
|
$26.5 Million
7.7% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
38,668
shares
|
$26.5 Million
5.04% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
38,635
shares
|
$26.5 Million
4.18% of portfolio
|
Q3 2025
Added 561.44%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
38,627
shares
|
$26.5 Million
2.33% of portfolio
|
Q3 2025
Reduced 41.3%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 15, 2025 Q3 2025 |
38,602
shares
|
$26.5 Million
6.51% of portfolio
|
Q3 2025
Added 59.7%
|