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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
22,093
shares
|
$15 Million
0.19% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
22,077
shares
|
$15 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
22,070
shares
|
$15 Million
0.44% of portfolio
|
Q1 2024
Reduced 17.03%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Oct 06, 2025 Q3 2025 |
22,051
shares
|
$15 Million
10.98% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 12, 2025 Q2 2025 |
22,022
shares
|
$15 Million
0.28% of portfolio
|
Q2 2025
Reduced 72.44%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
22,020
shares
|
$15 Million
4.21% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
22,012
shares
|
$15 Million
11.69% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
22,002
shares
|
$15 Million
0.87% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
21,993
shares
|
$15 Million
0.39% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
21,992
shares
|
$15 Million
3.99% of portfolio
|
Q2 2025
Added 20.18%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
21,850
shares
|
$14.9 Million
0.22% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
21,840
shares
|
$14.8 Million
1.37% of portfolio
|
Q2 2025
Reduced 83.02%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
21,780
shares
|
$14.8 Million
16.74% of portfolio
|
Q2 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
21,705
shares
|
$14.8 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
21,666
shares
|
$14.7 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
21,657
shares
|
$14.7 Million
0.94% of portfolio
|
Q2 2025
Added 34.52%
|
|
|
Sovereign Investment Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
21,636
shares
|
$14.7 Million
4.36% of portfolio
|
Q3 2025
Added 150.76%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
21,560
shares
|
$14.7 Million
1.7% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
21,516
shares
|
$14.6 Million
1.58% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Greenvale Capital LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
21,500
shares
|
$14.6 Million
1.51% of portfolio
|
Q2 2025
Added 33.13%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
21,493
shares
|
$14.6 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
21,455
shares
|
$14.6 Million
5.75% of portfolio
|
Q3 2025
Reduced 29.53%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
21,447
shares
|
$14.6 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
21,441
shares
|
$14.6 Million
2.36% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
21,349
shares
|
$14.5 Million
2.22% of portfolio
|
Q3 2025
Reduced 1.09%
|