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 |
|---|---|---|---|---|---|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
27,094
shares
|
$18.6 Million
3.32% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
27,093
shares
|
$18.6 Million
3.78% of portfolio
|
Q3 2025
Added 19.51%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
27,080
shares
|
$18.6 Million
2.31% of portfolio
|
Q2 2025
Added 663.68%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
26,954
shares
|
$18.5 Million
1.79% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
26,938
shares
|
$18.5 Million
1.25% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
26,930
shares
|
$18.5 Million
1.04% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
26,906
shares
|
$18.4 Million
3.12% of portfolio
|
Q3 2020
Added 1.49%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
26,858
shares
|
$18.4 Million
9.08% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
26,854
shares
|
$18.4 Million
2.18% of portfolio
|
Q2 2025
Reduced 53.76%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
26,854
shares
|
$18.4 Million
1.81% of portfolio
|
Q2 2025
Added 19.94%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
26,832
shares
|
$18.4 Million
0.55% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
26,830
shares
|
$18.4 Million
7.1% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
26,813
shares
|
$18.4 Million
6.03% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Founders Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
26,808
shares
|
$18.4 Million
2.81% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
26,747
shares
|
$18.3 Million
0.74% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
26,699
shares
|
$18.3 Million
1.3% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
26,666
shares
|
$18.3 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
26,634
shares
|
$18.3 Million
18.2% of portfolio
|
Q3 2023
Reduced 0.97%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
26,633
shares
|
$18.2 Million
5.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
26,625
shares
|
$18.2 Million
5.37% of portfolio
|
Q4 2022
Reduced 3.13%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
26,538
shares
|
$18.2 Million
2.42% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
26,526
shares
|
$18.2 Million
0.77% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
26,499
shares
|
$18.2 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
26,476
shares
|
$18.1 Million
0.28% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
26,461
shares
|
$18.1 Million
8.41% of portfolio
|
Q2 2025
Reduced 0.79%
|