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 |
|---|---|---|---|---|---|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
18,589
shares
|
$12.7 Million
9.15% of portfolio
|
Q2 2025
Added 84.16%
|
|
|
Qalhat Capital LTD
St Helier, Y9 |
Aug 14, 2025 Q2 2025 |
18,585
shares
|
$12.7 Million
1.63% of portfolio
|
Q3 2023
Reduced 62.62%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 20, 2025 Q3 2025 |
18,568
shares
|
$12.7 Million
5.57% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
18,550
shares
|
$12.7 Million
0.86% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
18,546
shares
|
$12.6 Million
2.55% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
18,531
shares
|
$12.6 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
18,469
shares
|
$12.6 Million
8.57% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
18,449
shares
|
$12.6 Million
5.55% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
18,415
shares
|
$12.6 Million
3.42% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Aug 14, 2025 Q2 2025 |
18,409
shares
|
$12.6 Million
11.44% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
18,402
shares
|
$12.6 Million
3.35% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
18,387
shares
|
$12.5 Million
21.5% of portfolio
|
Q1 2022
Added 5.07%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
18,359
shares
|
$12.5 Million
3.59% of portfolio
|
Q2 2025
Reduced 48.13%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
18,341
shares
|
$12.5 Million
0.12% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
18,320
shares
|
$12.5 Million
1.17% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
18,277
shares
|
$12.5 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Oct 23, 2025 Q3 2025 |
18,269
shares
|
$12.5 Million
7.5% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
18,262
shares
|
$12.5 Million
7.05% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
18,239
shares
|
$12.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
18,195
shares
|
$12.4 Million
0.01% of portfolio
|
Q2 2025
Added 18.71%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
18,190
shares
|
$12.4 Million
0.77% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
18,181
shares
|
$12.4 Million
0.31% of portfolio
|
Q1 2023
Reduced 1.9%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
18,156
shares
|
$12.4 Million
0.25% of portfolio
|
Q2 2025
Reduced 18.38%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
18,094
shares
|
$12.3 Million
1.44% of portfolio
|
Q1 2023
Added 20.64%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
18,054
shares
|
$12.3 Million
1.25% of portfolio
|
Q2 2025
Added 2.1%
|