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 |
|---|---|---|---|---|---|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
19,267
shares
|
$13.1 Million
3.68% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
19,261
shares
|
$13.1 Million
1.31% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
19,204
shares
|
$13.1 Million
5.58% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Sassicaia Capital Advisers LLC
Jericho, NY |
Aug 13, 2025 Q2 2025 |
19,200
shares
|
$13.1 Million
7.43% of portfolio
|
Q2 2025
Added 910.53%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,193
shares
|
$13.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 39.17%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
19,187
shares
|
$13.1 Million
0.78% of portfolio
|
Q1 2024
Added 0.5%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Aug 13, 2025 Q2 2025 |
19,184
shares
|
$13.1 Million
0.02% of portfolio
|
Q2 2025
Added 89.14%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
19,120
shares
|
$13 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
19,106
shares
|
$13 Million
0.97% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
19,057
shares
|
$13 Million
3.19% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
19,052
shares
|
$13 Million
2.64% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Aug 07, 2025 Q2 2025 |
19,000
shares
|
$13 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
18,932
shares
|
$12.9 Million
0.94% of portfolio
|
Q2 2025
Added 29.33%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Aug 05, 2025 Q2 2025 |
18,915
shares
|
$12.9 Million
0.86% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
18,842
shares
|
$12.9 Million
0.11% of portfolio
|
Q1 2024
Reduced 26.76%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
18,835
shares
|
$12.8 Million
4.1% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
18,821
shares
|
$12.8 Million
3.51% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
18,805
shares
|
$12.8 Million
3.24% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
18,746
shares
|
$12.8 Million
1.35% of portfolio
|
Q3 2025
Added 424.8%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
18,731
shares
|
$12.8 Million
5.1% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
18,697
shares
|
$12.8 Million
2.12% of portfolio
|
Q4 2022
Added 183.89%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
18,664
shares
|
$12.7 Million
0.25% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
18,641
shares
|
$12.7 Million
1.52% of portfolio
|
Q3 2025
Added 137.4%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
18,605
shares
|
$12.7 Million
0.65% of portfolio
|
Q1 2025
Reduced 67.23%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
18,602
shares
|
$12.7 Million
4.97% of portfolio
|
Q3 2025
Added 4.98%
|