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 |
|---|---|---|---|---|---|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
29,416
shares
|
$20.2 Million
8.43% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
29,401
shares
|
$20.1 Million
0.83% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
29,307
shares
|
$20.1 Million
2.78% of portfolio
|
Q2 2025
Added 603.48%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
29,273
shares
|
$20.1 Million
6.79% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
29,214
shares
|
$20 Million
8.62% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
29,132
shares
|
$20 Million
3.67% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
29,041
shares
|
$19.9 Million
0.3% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
29,002
shares
|
$19.9 Million
6.77% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
28,748
shares
|
$19.7 Million
3.19% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
28,725
shares
|
$19.7 Million
5.08% of portfolio
|
Q2 2025
Reduced 32.44%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
28,692
shares
|
$19.7 Million
1.15% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
28,552
shares
|
$19.6 Million
3.57% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
28,515
shares
|
$19.5 Million
1.21% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
28,507
shares
|
$19.5 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
28,498
shares
|
$19.5 Million
7.7% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Capital World Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
28,456
shares
|
$19.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.82%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
28,446
shares
|
$19.5 Million
1.41% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
28,431
shares
|
$19.5 Million
1.2% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
28,400
shares
|
$19.5 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
28,257
shares
|
$19.4 Million
11.0% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
28,176
shares
|
$19.3 Million
1.72% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
28,152
shares
|
$19.3 Million
1.98% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
28,122
shares
|
$19.3 Million
0.57% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
28,102
shares
|
$19.3 Million
3.85% of portfolio
|
Q2 2025
Added 26.19%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
28,034
shares
|
$19.2 Million
0.95% of portfolio
|
Q2 2025
Reduced 16.33%
|