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 |
|---|---|---|---|---|---|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
25,168
shares
|
$17.2 Million
5.3% of portfolio
|
Q3 2023
Added 9.01%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
25,152
shares
|
$17.2 Million
0.3% of portfolio
|
Q2 2025
Added 137.28%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
25,092
shares
|
$17.2 Million
2.14% of portfolio
|
Q4 2020
Reduced 1.58%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
25,076
shares
|
$17.2 Million
1.46% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
25,055
shares
|
$17.2 Million
6.21% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
25,000
shares
|
$17.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 47.92%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
25,000
shares
|
$17.1 Million
0.03% of portfolio
|
Q2 2025
Added 254.76%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
24,954
shares
|
$17.1 Million
3.45% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
24,909
shares
|
$17.1 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
24,907
shares
|
$17.1 Million
3.08% of portfolio
|
Q1 2024
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
24,771
shares
|
$17 Million
0.86% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
24,732
shares
|
$16.9 Million
0.6% of portfolio
|
Q2 2025
Added 31.02%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
24,691
shares
|
$16.9 Million
1.21% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
24,683
shares
|
$16.9 Million
1.26% of portfolio
|
Q2 2023
Reduced 13.13%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
24,522
shares
|
$16.8 Million
14.27% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
24,517
shares
|
$16.8 Million
0.63% of portfolio
|
Q2 2025
Reduced 39.17%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
24,511
shares
|
$16.8 Million
2.47% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
24,457
shares
|
$16.8 Million
2.98% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
24,449
shares
|
$16.8 Million
1.07% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
24,434
shares
|
$16.7 Million
1.54% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
24,428
shares
|
$16.7 Million
3.61% of portfolio
|
Q3 2025
Added 27.34%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
24,417
shares
|
$16.7 Million
0.24% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
24,400
shares
|
$16.7 Million
12.94% of portfolio
|
Q1 2025
Added 73.54%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
24,395
shares
|
$16.7 Million
2.39% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
24,352
shares
|
$16.7 Million
6.97% of portfolio
|
Q2 2025
Reduced 1.85%
|