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 |
|---|---|---|---|---|---|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
16,128
shares
|
$11 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
16,073
shares
|
$11 Million
6.79% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
16,051
shares
|
$10.9 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
16,041
shares
|
$10.9 Million
0.32% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
16,039
shares
|
$10.9 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
15,985
shares
|
$10.9 Million
7.05% of portfolio
|
Q3 2022
Added 1.89%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
15,966
shares
|
$10.9 Million
2.35% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
15,952
shares
|
$10.9 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
15,950
shares
|
$10.9 Million
1.32% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
15,946
shares
|
$10.9 Million
8.88% of portfolio
|
Q4 2023
Added 14.67%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,942
shares
|
$10.9 Million
5.47% of portfolio
|
Q2 2025
Reduced 99.84%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
15,940
shares
|
$10.9 Million
7.38% of portfolio
|
Q2 2022
Reduced 2.06%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
15,923
shares
|
$10.9 Million
3.12% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Aug 13, 2025 Q2 2025 |
15,908
shares
|
$10.9 Million
7.87% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
15,811
shares
|
$10.8 Million
0.48% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
15,798
shares
|
$10.8 Million
1.82% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
15,794
shares
|
$10.8 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
15,793
shares
|
$10.8 Million
4.01% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
15,781
shares
|
$10.8 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
15,778
shares
|
$10.8 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,761
shares
|
$10.7 Million
3.39% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
15,728
shares
|
$10.7 Million
0.4% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
15,726
shares
|
$10.7 Million
3.06% of portfolio
|
Q2 2025
Added 111.71%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
15,720
shares
|
$10.7 Million
1.26% of portfolio
|
Q3 2025
Added 29.29%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
15,706
shares
|
$10.7 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.18%
|