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 |
|---|---|---|---|---|---|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
32,496
shares
|
$22.3 Million
24.75% of portfolio
|
Q3 2023
Added 41.53%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
32,468
shares
|
$22.2 Million
12.06% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Center Star Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
32,411
shares
|
$22.2 Million
41.56% of portfolio
|
Q3 2025
Reduced 71.37%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
32,398
shares
|
$22.2 Million
0.72% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
32,302
shares
|
$22.1 Million
0.38% of portfolio
|
Q3 2025
Added 24.51%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
32,282
shares
|
$22.1 Million
0.93% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
32,269
shares
|
$22.1 Million
4.65% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
32,234
shares
|
$22.1 Million
13.61% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
32,207
shares
|
$22.1 Million
5.18% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
32,197
shares
|
$22.1 Million
13.99% of portfolio
|
Q1 2024
Added 1.83%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
32,086
shares
|
$22 Million
1.32% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
32,025
shares
|
$21.9 Million
9.41% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
32,004
shares
|
$21.9 Million
3.51% of portfolio
|
Q2 2022
Reduced 5.0%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
31,969
shares
|
$21.9 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
31,807
shares
|
$21.8 Million
3.45% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
31,784
shares
|
$21.8 Million
16.88% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,727
shares
|
$21.7 Million
4.51% of portfolio
|
Q2 2025
Added 60.98%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
31,704
shares
|
$21.7 Million
4.76% of portfolio
|
Q2 2025
Reduced 14.77%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
31,602
shares
|
$21.7 Million
1.58% of portfolio
|
Q2 2025
Added 30.47%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2025 Q2 2025 |
31,566
shares
|
$21.6 Million
13.26% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
31,504
shares
|
$21.6 Million
2.41% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
31,490
shares
|
$21.6 Million
12.23% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
31,470
shares
|
$21.6 Million
5.06% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
31,410
shares
|
$21.5 Million
3.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
31,380
shares
|
$21.5 Million
6.64% of portfolio
|
Q3 2025
Added 4.84%
|