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 |
|---|---|---|---|---|---|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
16,758
shares
|
$11.4 Million
2.62% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 13, 2025 Q2 2025 |
16,717
shares
|
$11.4 Million
9.18% of portfolio
|
Q2 2025
Reduced 79.35%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
16,678
shares
|
$11.4 Million
1.77% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
16,652
shares
|
$11.4 Million
0.43% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
16,633
shares
|
$11.3 Million
2.4% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
16,631
shares
|
$11.3 Million
0.36% of portfolio
|
Q2 2025
Added 352.3%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
16,631
shares
|
$11.3 Million
2.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
X Square Capital, LLC
|
Aug 05, 2025 Q2 2025 |
16,622
shares
|
$11.3 Million
3.73% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
16,602
shares
|
$11.3 Million
3.7% of portfolio
|
Q3 2025
Added 33.05%
|
|
|
Zevin Asset Management LLC
|
Aug 06, 2025 Q2 2025 |
16,586
shares
|
$11.3 Million
1.47% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
16,567
shares
|
$11.3 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
16,561
shares
|
$11.3 Million
0.45% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
16,493
shares
|
$11.2 Million
4.52% of portfolio
|
Q3 2025
Added 28.75%
|
|
|
Visualize Group LP
New York, NY |
Aug 14, 2025 Q2 2025 |
16,476
shares
|
$11.2 Million
5.65% of portfolio
|
Q2 2025
Added 40.22%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,395
shares
|
$11.2 Million
0.45% of portfolio
|
Q2 2022
Added 1.12%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
16,313
shares
|
$11.1 Million
3.31% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,296
shares
|
$11.1 Million
9.87% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
16,288
shares
|
$11.1 Million
3.07% of portfolio
|
Q3 2025
Added 17.25%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 23, 2025 Q3 2025 |
16,272
shares
|
$11.1 Million
3.42% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
16,270
shares
|
$11.1 Million
4.04% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
16,252
shares
|
$11.1 Million
2.6% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
16,241
shares
|
$11.1 Million
0.81% of portfolio
|
Q2 2025
Reduced 15.49%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
16,220
shares
|
$11.1 Million
4.14% of portfolio
|
Q2 2021
Added 2.01%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
16,209
shares
|
$11.1 Million
0.49% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
16,130
shares
|
$11 Million
3.08% of portfolio
|
Q2 2025
Added 12.21%
|