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 |
|---|---|---|---|---|---|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
33,705
shares
|
$23.1 Million
8.76% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
33,682
shares
|
$23.1 Million
0.47% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Medici Capital LLC
Newport Beach, CA |
Jul 03, 2025 Q2 2025 |
33,638
shares
|
$23.1 Million
20.05% of portfolio
|
Q2 2025
Reduced 51.18%
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 09, 2025 Q3 2025 |
33,564
shares
|
$23 Million
17.22% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
33,531
shares
|
$23 Million
0.26% of portfolio
|
Q4 2023
Reduced 0.61%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
33,511
shares
|
$23 Million
1.53% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
33,373
shares
|
$22.9 Million
3.41% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
33,346
shares
|
$22.9 Million
5.32% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
33,131
shares
|
$22.7 Million
0.02% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
33,106
shares
|
$22.7 Million
9.92% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Tikvah Management LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
33,104
shares
|
$22.7 Million
7.35% of portfolio
|
Q2 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
32,975
shares
|
$22.6 Million
1.97% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
32,970
shares
|
$22.6 Million
3.44% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
32,908
shares
|
$22.5 Million
21.67% of portfolio
|
Q3 2025
Added 104.58%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
32,892
shares
|
$22.5 Million
3.3% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
32,874
shares
|
$22.5 Million
5.27% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
32,812
shares
|
$22.5 Million
2.2% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
32,758
shares
|
$22.4 Million
0.56% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
32,751
shares
|
$22.4 Million
1.53% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
32,716
shares
|
$22.4 Million
2.04% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 07, 2025 Q3 2025 |
32,709
shares
|
$22.4 Million
11.98% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Oct 22, 2025 Q3 2025 |
32,600
shares
|
$22.3 Million
19.92% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
32,597
shares
|
$22.3 Million
7.18% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Resolute Advisors LLC
|
Aug 07, 2025 Q2 2025 |
32,584
shares
|
$22.3 Million
5.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Jcp Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
32,512
shares
|
$22.3 Million
11.59% of portfolio
|
Q2 2025
Added 6.01%
|