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 $430 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
24,352
shares
|
$16.6 Million
6.97% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
24,265
shares
|
$16.5 Million
7.09% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
24,259
shares
|
$16.5 Million
0.72% of portfolio
|
Q3 2022
Reduced 0.99%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
24,213
shares
|
$16.5 Million
1.16% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
24,182
shares
|
$16.4 Million
4.78% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
24,181
shares
|
$16.4 Million
6.19% of portfolio
|
Q4 2023
Reduced 2.41%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
24,181
shares
|
$16.4 Million
2.77% of portfolio
|
Q2 2025
Added 58.41%
|
|
|
Mount Capital LTD
|
Aug 13, 2025 Q2 2025 |
24,100
shares
|
$16.4 Million
4.8% of portfolio
|
Q4 2024
Added 102.52%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
24,088
shares
|
$16.4 Million
1.32% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
24,066
shares
|
$16.4 Million
1.12% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
24,010
shares
|
$16.3 Million
0.97% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
23,989
shares
|
$16.3 Million
0.49% of portfolio
|
Q2 2025
Added 103.09%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
23,981
shares
|
$16.3 Million
1.37% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
23,975
shares
|
$16.3 Million
1.89% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
23,914
shares
|
$16.3 Million
1.63% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
23,880
shares
|
$16.2 Million
3.17% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
23,873
shares
|
$16.2 Million
1.99% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
23,869
shares
|
$16.2 Million
0.86% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
23,723
shares
|
$16.1 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
23,705
shares
|
$16.1 Million
0.54% of portfolio
|
Q2 2025
Reduced 19.63%
|
|
|
Aspire Private Capital, LLC
|
Oct 29, 2025 Q3 2025 |
23,676
shares
|
$16.1 Million
3.66% of portfolio
|
Q2 2025
Added 33.42%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
23,623
shares
|
$16.1 Million
7.5% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
23,584
shares
|
$16 Million
4.46% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
23,549
shares
|
$16 Million
11.7% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
23,494
shares
|
$16 Million
3.19% of portfolio
|
Q3 2025
Added 1.42%
|