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 |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
38,340
shares
|
$26.3 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
38,321
shares
|
$26.3 Million
9.51% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
38,171
shares
|
$26.2 Million
3.08% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
38,004
shares
|
$26 Million
1.13% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
37,938
shares
|
$26 Million
16.08% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
37,584
shares
|
$25.8 Million
5.43% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
37,429
shares
|
$25.6 Million
2.29% of portfolio
|
Q2 2025
Added 25.77%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
37,393
shares
|
$25.6 Million
7.16% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
37,383
shares
|
$25.6 Million
1.55% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
37,369
shares
|
$25.6 Million
3.17% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
37,310
shares
|
$25.6 Million
1.33% of portfolio
|
Q3 2023
Reduced 27.62%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
37,131
shares
|
$25.4 Million
3.58% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
37,086
shares
|
$25.4 Million
0.96% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
37,011
shares
|
$25.4 Million
1.65% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
36,964
shares
|
$25.3 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Scharf Investments, LLC
|
Jul 14, 2025 Q2 2025 |
36,954
shares
|
$25.3 Million
0.7% of portfolio
|
Q2 2025
Added 28.94%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
36,821
shares
|
$25.2 Million
11.17% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
36,805
shares
|
$25.2 Million
2.71% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
36,796
shares
|
$25.2 Million
3.56% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
36,754
shares
|
$25.2 Million
5.13% of portfolio
|
Q2 2025
Added 140.8%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
36,634
shares
|
$25.1 Million
1.38% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
36,452
shares
|
$25 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
36,434
shares
|
$25 Million
0.24% of portfolio
|
Q2 2025
Added 98.98%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
36,405
shares
|
$24.9 Million
1.32% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
36,232
shares
|
$24.8 Million
1.84% of portfolio
|
Q3 2025
Reduced 0.57%
|