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 |
|---|---|---|---|---|---|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
20,357
shares
|
$13.8 Million
7.86% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
20,340
shares
|
$13.8 Million
0.92% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
20,335
shares
|
$13.8 Million
2.62% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
20,319
shares
|
$13.8 Million
3.59% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
20,245
shares
|
$13.8 Million
0.23% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
20,226
shares
|
$13.8 Million
2.01% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
20,225
shares
|
$13.7 Million
2.26% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
20,224
shares
|
$13.7 Million
1.41% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
20,200
shares
|
$13.7 Million
5.56% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
20,142
shares
|
$13.7 Million
1.97% of portfolio
|
Q3 2025
Added 14.63%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
20,092
shares
|
$13.7 Million
0.5% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
20,083
shares
|
$13.7 Million
11.76% of portfolio
|
Q3 2025
Reduced 51.79%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
20,030
shares
|
$13.6 Million
7.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
20,012
shares
|
$13.6 Million
10.08% of portfolio
|
Q2 2025
Added 55.36%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
20,000
shares
|
$13.6 Million
6.83% of portfolio
|
Q2 2023
Reduced 54.55%
|
|
|
Isomer Partners LP
New York, NY |
Feb 03, 2025 Q4 2024 |
20,000
shares
|
$13.6 Million
15.92% of portfolio
|
Q4 2024
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
19,997
shares
|
$13.6 Million
5.41% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
19,991
shares
|
$13.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 65.51%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
19,900
shares
|
$13.5 Million
4.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
19,872
shares
|
$13.5 Million
0.23% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
19,862
shares
|
$13.5 Million
2.08% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
19,832
shares
|
$13.5 Million
0.05% of portfolio
|
Q3 2025
Added 21456.52%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
19,812
shares
|
$13.5 Million
0.24% of portfolio
|
Q3 2025
Added 20.67%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
19,807
shares
|
$13.5 Million
1.08% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
19,806
shares
|
$13.5 Million
0.01% of portfolio
|
Q4 2023
Reduced 40.81%
|