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 5,102 institutions that hold shares in the stock, with a total of 594 Million shares, which have been reported (via 13F filing form) to have a value of $374 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
26,939
shares
|
$16.9 Million
2.82% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
26,911
shares
|
$16.9 Million
6.13% of portfolio
|
Q1 2025
Reduced 25.64%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
26,906
shares
|
$16.9 Million
3.23% of portfolio
|
Q3 2020
Added 1.49%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
26,892
shares
|
$16.9 Million
3.65% of portfolio
|
Q1 2025
Added 382.54%
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
26,820
shares
|
$16.9 Million
2.85% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
26,795
shares
|
$16.9 Million
10.18% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
26,699
shares
|
$16.8 Million
1.3% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
26,696
shares
|
$16.8 Million
6.94% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
26,690
shares
|
$16.8 Million
0.86% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
26,672
shares
|
$16.8 Million
5.5% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
26,671
shares
|
$16.8 Million
2.26% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
26,656
shares
|
$16.8 Million
1.26% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
26,646
shares
|
$16.8 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
26,634
shares
|
$16.7 Million
18.2% of portfolio
|
Q3 2023
Reduced 0.97%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
26,625
shares
|
$16.7 Million
5.37% of portfolio
|
Q4 2022
Reduced 3.13%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
26,558
shares
|
$16.7 Million
0.97% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
26,552
shares
|
$16.7 Million
6.49% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
26,522
shares
|
$16.7 Million
4.81% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
26,521
shares
|
$16.7 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
26,477
shares
|
$16.7 Million
2.35% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
26,461
shares
|
$16.6 Million
0.77% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
26,437
shares
|
$16.6 Million
3.14% of portfolio
|
Q2 2025
Added 187.58%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
26,434
shares
|
$16.6 Million
3.49% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
26,433
shares
|
$16.6 Million
0.86% of portfolio
|
Q1 2025
Reduced 28.08%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
26,424
shares
|
$16.6 Million
1.03% of portfolio
|
Q1 2025
Reduced 12.68%
|