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 |
|---|---|---|---|---|---|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
30,232
shares
|
$20.7 Million
48.32% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
30,206
shares
|
$20.7 Million
5.54% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
30,132
shares
|
$20.6 Million
1.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
30,115
shares
|
$20.6 Million
6.89% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
30,014
shares
|
$20.6 Million
3.09% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
30,012
shares
|
$20.6 Million
0.44% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
29,921
shares
|
$20.5 Million
0.29% of portfolio
|
Q2 2024
Added 23.07%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
29,900
shares
|
$20.5 Million
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
29,890
shares
|
$20.5 Million
7.04% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
29,802
shares
|
$20.4 Million
2.87% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
29,784
shares
|
$20.4 Million
2.03% of portfolio
|
Q3 2024
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
29,645
shares
|
$20.3 Million
2.17% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
29,641
shares
|
$20.3 Million
0.43% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
29,640
shares
|
$20.3 Million
0.15% of portfolio
|
Q2 2025
Added 47.46%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
29,589
shares
|
$20.3 Million
0.58% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
29,562
shares
|
$20.3 Million
10.22% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
29,547
shares
|
$20.2 Million
3.46% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
29,530
shares
|
$20.2 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
29,500
shares
|
$20.2 Million
1.49% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
29,488
shares
|
$20.2 Million
7.13% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
29,456
shares
|
$20.2 Million
1.29% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
29,449
shares
|
$20.2 Million
4.9% of portfolio
|
Q3 2022
Added 2.27%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
29,447
shares
|
$20.2 Million
0.75% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
29,445
shares
|
$20.2 Million
9.23% of portfolio
|
Q3 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
29,433
shares
|
$20.2 Million
1.72% of portfolio
|
Q3 2025
Reduced 0.75%
|