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 |
|---|---|---|---|---|---|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
26,414
shares
|
$18 Million
5.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
26,409
shares
|
$18 Million
1.9% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
26,388
shares
|
$17.9 Million
2.2% of portfolio
|
Q3 2025
Reduced 37.17%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
26,339
shares
|
$17.9 Million
0.19% of portfolio
|
Q3 2025
Reduced 60.14%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
26,283
shares
|
$17.9 Million
4.93% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
26,112
shares
|
$17.8 Million
4.98% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
26,089
shares
|
$17.7 Million
5.13% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
25,958
shares
|
$17.6 Million
5.4% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
25,881
shares
|
$17.6 Million
9.29% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
25,866
shares
|
$17.6 Million
0.93% of portfolio
|
Q2 2023
Reduced 5.26%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
25,860
shares
|
$17.6 Million
4.42% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
25,679
shares
|
$17.5 Million
0.57% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
25,619
shares
|
$17.4 Million
6.78% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
25,598
shares
|
$17.4 Million
1.16% of portfolio
|
Q2 2025
Added 130.92%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
25,581
shares
|
$17.4 Million
8.34% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
25,510
shares
|
$17.3 Million
3.65% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
25,483
shares
|
$17.3 Million
8.11% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Oct 09, 2025 Q3 2025 |
25,479
shares
|
$17.3 Million
3.88% of portfolio
|
Q3 2025
Added 15.12%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
25,415
shares
|
$17.3 Million
1.32% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
25,339
shares
|
$17.2 Million
1.08% of portfolio
|
Q2 2025
Added 66.66%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
25,299
shares
|
$17.2 Million
25.73% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
25,295
shares
|
$17.2 Million
1.38% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
25,238
shares
|
$17.2 Million
6.1% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,187
shares
|
$17.1 Million
0.37% of portfolio
|
Q1 2024
Added 1.19%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
25,178
shares
|
$17.1 Million
0.61% of portfolio
|
Q2 2025
Added 0.89%
|