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 |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
23,471
shares
|
$16 Million
0.44% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
23,357
shares
|
$15.9 Million
3.89% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
23,297
shares
|
$15.8 Million
5.61% of portfolio
|
Q2 2022
Reduced 21.04%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
23,291
shares
|
$15.8 Million
2.53% of portfolio
|
Q2 2025
Reduced 48.66%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
23,253
shares
|
$15.8 Million
1.48% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
23,228
shares
|
$15.8 Million
1.57% of portfolio
|
Q2 2025
Reduced 16.02%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
23,172
shares
|
$15.8 Million
11.19% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
23,146
shares
|
$15.7 Million
6.32% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
23,138
shares
|
$15.7 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
23,133
shares
|
$15.7 Million
0.8% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 09, 2025 Q3 2025 |
23,105
shares
|
$15.7 Million
3.86% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
23,071
shares
|
$15.7 Million
5.07% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
23,032
shares
|
$15.7 Million
0.98% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
23,031
shares
|
$15.7 Million
1.5% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
23,008
shares
|
$15.6 Million
1.13% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
|
Torno Capital, LLC
Cohasset, MA |
Aug 14, 2025 Q2 2025 |
23,000
shares
|
$15.6 Million
2.6% of portfolio
|
Q2 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
22,976
shares
|
$15.6 Million
11.64% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
22,950
shares
|
$15.6 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
22,944
shares
|
$15.6 Million
0.0% of portfolio
|
Q2 2025
Added 1562.61%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
22,777
shares
|
$15.5 Million
6.29% of portfolio
|
Q2 2025
Added 24.35%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
22,771
shares
|
$15.5 Million
1.37% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
22,752
shares
|
$15.5 Million
0.16% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
22,746
shares
|
$15.5 Million
1.18% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
22,736
shares
|
$15.5 Million
0.2% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Aug 13, 2025 Q2 2025 |
22,732
shares
|
$15.5 Million
17.65% of portfolio
|
Q2 2025
New holding
|