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 5,237 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 $431 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
19,786
shares
|
$13.5 Million
0.91% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
19,785
shares
|
$13.5 Million
9.86% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
19,780
shares
|
$13.5 Million
1.06% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
19,767
shares
|
$13.5 Million
0.94% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
19,765
shares
|
$13.5 Million
6.02% of portfolio
|
Q1 2025
Reduced 52.92%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
19,727
shares
|
$13.5 Million
8.65% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
19,691
shares
|
$13.4 Million
3.26% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
19,654
shares
|
$13.4 Million
0.64% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,646
shares
|
$13.4 Million
0.8% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
19,633
shares
|
$13.4 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
19,633
shares
|
$13.4 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
First Washington Corp
Seattle, WA |
Aug 12, 2025 Q2 2025 |
19,628
shares
|
$13.4 Million
4.19% of portfolio
|
Q2 2025
Added 34.14%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
19,583
shares
|
$13.4 Million
2.15% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Northside Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
19,560
shares
|
$13.3 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Boxwood Ventures, Inc.
|
Aug 12, 2025 Q2 2025 |
19,550
shares
|
$13.3 Million
16.09% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
19,547
shares
|
$13.3 Million
3.01% of portfolio
|
Q3 2025
Reduced 11.92%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
19,493
shares
|
$13.3 Million
2.53% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
19,488
shares
|
$13.3 Million
1.63% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
19,479
shares
|
$13.3 Million
3.29% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
19,406
shares
|
$13.2 Million
2.45% of portfolio
|
Q3 2025
Added 1180.92%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
19,344
shares
|
$13.2 Million
3.21% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
19,341
shares
|
$13.2 Million
1.52% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
19,330
shares
|
$13.2 Million
1.93% of portfolio
|
Q4 2022
Reduced 5.53%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
19,316
shares
|
$13.2 Million
3.2% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Lvm Capital Management LTD
|
Oct 09, 2025 Q3 2025 |
19,274
shares
|
$13.1 Million
1.24% of portfolio
|
Q3 2025
Reduced 1.6%
|