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 |
|---|---|---|---|---|---|
|
Monetta Financial Services Inc
Wheaton, IL |
Aug 08, 2025 Q2 2025 |
21,300
shares
|
$14.5 Million
9.56% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
21,297
shares
|
$14.5 Million
1.55% of portfolio
|
Q2 2025
Added 39.8%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
21,250
shares
|
$14.4 Million
5.47% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
21,173
shares
|
$14.4 Million
12.27% of portfolio
|
Q2 2025
Reduced 31.28%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
21,169
shares
|
$14.4 Million
0.93% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
21,143
shares
|
$14.4 Million
1.22% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Aug 12, 2025 Q2 2025 |
21,142
shares
|
$14.4 Million
0.37% of portfolio
|
Q1 2024
Reduced 12.06%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
21,103
shares
|
$14.3 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
21,089
shares
|
$14.3 Million
0.54% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
21,086
shares
|
$14.3 Million
3.95% of portfolio
|
Q1 2024
Added 4.27%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
21,069
shares
|
$14.3 Million
1.3% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
20,970
shares
|
$14.3 Million
0.81% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
20,943
shares
|
$14.2 Million
13.45% of portfolio
|
Q2 2024
Added 15.66%
|
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
20,930
shares
|
$14.2 Million
8.42% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
20,876
shares
|
$14.2 Million
12.74% of portfolio
|
Q2 2025
Added 85.35%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
20,846
shares
|
$14.2 Million
7.06% of portfolio
|
Q2 2025
Added 595.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
20,811
shares
|
$14.1 Million
0.69% of portfolio
|
Q2 2025
Reduced 44.96%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
20,790
shares
|
$14.1 Million
9.23% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
20,763
shares
|
$14.1 Million
1.24% of portfolio
|
Q3 2025
Added 20.35%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,736
shares
|
$14.1 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
20,575
shares
|
$14 Million
0.01% of portfolio
|
Q2 2025
Added 103.11%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
20,570
shares
|
$14 Million
5.39% of portfolio
|
Q2 2025
Added 276.12%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
20,515
shares
|
$13.9 Million
0.91% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
20,513
shares
|
$13.9 Million
0.78% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
20,382
shares
|
$13.9 Million
0.36% of portfolio
|
Q2 2025
Added 0.15%
|