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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
22,725
shares
|
$15.4 Million
1.23% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
22,719
shares
|
$15.4 Million
1.56% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Aug 01, 2025 Q2 2025 |
22,719
shares
|
$15.4 Million
9.22% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Adar1 Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
22,684
shares
|
$15.4 Million
2.15% of portfolio
|
Q2 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
22,676
shares
|
$15.4 Million
0.54% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
22,673
shares
|
$15.4 Million
9.5% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
22,667
shares
|
$15.4 Million
1.92% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
22,653
shares
|
$15.4 Million
1.99% of portfolio
|
Q1 2024
Added 9.76%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
22,645
shares
|
$15.4 Million
0.85% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
22,612
shares
|
$15.4 Million
2.46% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Oct 10, 2025 Q3 2025 |
22,487
shares
|
$15.3 Million
8.33% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
22,462
shares
|
$15.3 Million
0.8% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
22,445
shares
|
$15.3 Million
1.58% of portfolio
|
Q3 2022
Reduced 10.55%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
22,379
shares
|
$15.2 Million
3.07% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 30, 2025 Q3 2025 |
22,376
shares
|
$15.2 Million
6.03% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
22,374
shares
|
$15.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
22,368
shares
|
$15.2 Million
2.26% of portfolio
|
Q1 2023
Added 204.0%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
22,332
shares
|
$15.2 Million
2.38% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
22,331
shares
|
$15.2 Million
1.76% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
22,313
shares
|
$15.2 Million
1.31% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
22,292
shares
|
$15.2 Million
5.37% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
22,236
shares
|
$15.1 Million
0.71% of portfolio
|
Q2 2025
Reduced 17.71%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
22,224
shares
|
$15.1 Million
0.57% of portfolio
|
Q3 2025
Added 19.43%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
22,202
shares
|
$15.1 Million
5.27% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Morangie Management LLC
New York, NY |
Oct 03, 2025 Q3 2025 |
22,196
shares
|
$15.1 Million
12.78% of portfolio
|
Q3 2025
Reduced 0.6%
|