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 |
|---|---|---|---|---|---|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
26,414
shares
|
$16.6 Million
5.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
26,413
shares
|
$16.6 Million
1.29% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
26,359
shares
|
$16.6 Million
6.25% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
26,351
shares
|
$16.6 Million
8.19% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
26,311
shares
|
$16.5 Million
5.19% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
26,216
shares
|
$16.5 Million
8.86% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
26,167
shares
|
$16.5 Million
1.86% of portfolio
|
Q2 2025
Reduced 16.11%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
26,144
shares
|
$16.4 Million
4.3% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
26,143
shares
|
$16.4 Million
9.02% of portfolio
|
Q1 2025
Reduced 21.07%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
26,134
shares
|
$16.4 Million
1.05% of portfolio
|
Q1 2025
Reduced 34.15%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
26,081
shares
|
$16.4 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
26,033
shares
|
$16.4 Million
9.98% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
26,005
shares
|
$16.4 Million
0.97% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,002
shares
|
$16.4 Million
5.53% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
George Kaiser Family Foundation
|
May 13, 2025 Q1 2025 |
25,920
shares
|
$16.3 Million
2.13% of portfolio
|
Q1 2025
New holding
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
25,920
shares
|
$16.3 Million
2.36% of portfolio
|
Q1 2025
Added 129.32%
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
25,881
shares
|
$16.3 Million
9.29% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
25,866
shares
|
$16.3 Million
0.93% of portfolio
|
Q2 2023
Reduced 5.26%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
25,651
shares
|
$16.1 Million
0.68% of portfolio
|
Q1 2025
Added 20.53%
|
|
|
Flagship Private Wealth, LLC
|
Jul 21, 2025 Q2 2025 |
25,619
shares
|
$16.1 Million
8.15% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
25,507
shares
|
$16 Million
1.55% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
25,299
shares
|
$15.9 Million
25.73% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
25,295
shares
|
$15.9 Million
1.36% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,187
shares
|
$15.8 Million
0.37% of portfolio
|
Q1 2024
Added 1.19%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
25,168
shares
|
$15.8 Million
5.3% of portfolio
|
Q3 2023
Added 9.01%
|