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 |
|---|---|---|---|---|---|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
17,987
shares
|
$12.3 Million
2.5% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
17,985
shares
|
$12.3 Million
1.19% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
17,965
shares
|
$12.3 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Aug 14, 2025 Q2 2025 |
17,938
shares
|
$12.2 Million
8.72% of portfolio
|
Q2 2025
Added 18.39%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
17,900
shares
|
$12.2 Million
2.27% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
17,867
shares
|
$12.2 Million
7.81% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Cavalier Investments, LLC
|
Jul 30, 2025 Q2 2025 |
17,855
shares
|
$12.2 Million
3.46% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
17,840
shares
|
$12.2 Million
0.42% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
17,830
shares
|
$12.2 Million
1.55% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
17,781
shares
|
$12.1 Million
3.96% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
17,764
shares
|
$12.1 Million
2.55% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
17,753
shares
|
$12.1 Million
2.66% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
17,721
shares
|
$12.1 Million
2.24% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
17,706
shares
|
$12.1 Million
8.88% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
17,654
shares
|
$12 Million
0.51% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
17,650
shares
|
$12 Million
5.27% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
17,638
shares
|
$12 Million
2.15% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
17,632
shares
|
$12 Million
0.93% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
17,618
shares
|
$12 Million
2.01% of portfolio
|
Q2 2025
Added 34.58%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
17,591
shares
|
$12 Million
3.58% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
17,527
shares
|
$12 Million
1.19% of portfolio
|
Q3 2025
Reduced 38.8%
|
|
|
Sage Capital Advisors,Llc
|
Oct 07, 2025 Q3 2025 |
17,482
shares
|
$11.9 Million
2.86% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
17,470
shares
|
$11.9 Million
1.32% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
17,353
shares
|
$11.8 Million
2.45% of portfolio
|
Q3 2025
Added 27.78%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
17,352
shares
|
$11.8 Million
5.85% of portfolio
|
Q2 2025
Added 36.78%
|