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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
28,029
shares
|
$19.2 Million
1.02% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
28,014
shares
|
$19.2 Million
6.87% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
28,001
shares
|
$19.2 Million
11.09% of portfolio
|
Q4 2022
Reduced 6.6%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 21, 2025 Q3 2025 |
27,999
shares
|
$19.2 Million
0.38% of portfolio
|
Q3 2025
Reduced 45.34%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
27,877
shares
|
$19.1 Million
8.76% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
27,827
shares
|
$19.1 Million
16.19% of portfolio
|
Q2 2022
Reduced 0.03%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
27,790
shares
|
$19 Million
0.17% of portfolio
|
Q2 2025
Added 210.71%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
27,742
shares
|
$19 Million
0.84% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
27,667
shares
|
$19 Million
9.43% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
27,582
shares
|
$18.9 Million
13.36% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
27,531
shares
|
$18.9 Million
0.55% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Brave Asset Management Inc
|
Oct 21, 2025 Q3 2025 |
27,528
shares
|
$18.9 Million
4.48% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
27,517
shares
|
$18.9 Million
1.72% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
27,344
shares
|
$18.7 Million
2.85% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
27,330
shares
|
$18.7 Million
1.86% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Fluent Financial, LLC
|
Oct 10, 2025 Q3 2025 |
27,325
shares
|
$18.7 Million
7.5% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
27,238
shares
|
$18.7 Million
8.6% of portfolio
|
Q2 2025
Added 18.16%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
27,223
shares
|
$18.7 Million
1.0% of portfolio
|
Q4 2023
Added 41.98%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
27,216
shares
|
$18.6 Million
1.06% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
American Asset Management Inc.
|
Aug 12, 2025 Q2 2025 |
27,209
shares
|
$18.6 Million
77.58% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
27,207
shares
|
$18.6 Million
0.52% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
27,191
shares
|
$18.6 Million
1.7% of portfolio
|
Q1 2025
Reduced 30.48%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
27,126
shares
|
$18.6 Million
13.86% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
27,113
shares
|
$18.6 Million
1.83% of portfolio
|
Q2 2025
Added 0.3%
|