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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
15,702
shares
|
$10.7 Million
2.5% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
15,695
shares
|
$10.7 Million
1.82% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
15,684
shares
|
$10.7 Million
4.58% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15,662
shares
|
$10.7 Million
3.36% of portfolio
|
Q2 2022
Reduced 22.23%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
15,658
shares
|
$10.7 Million
0.87% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
15,645
shares
|
$10.7 Million
4.43% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
15,633
shares
|
$10.7 Million
2.19% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
15,570
shares
|
$10.6 Million
6.4% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
15,568
shares
|
$10.6 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
15,535
shares
|
$10.6 Million
1.86% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
15,326
shares
|
$10.5 Million
5.59% of portfolio
|
Q2 2023
Added 0.22%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,318
shares
|
$10.4 Million
0.02% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
15,296
shares
|
$10.4 Million
3.58% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
15,290
shares
|
$10.4 Million
0.6% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
15,287
shares
|
$10.4 Million
2.45% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
15,285
shares
|
$10.4 Million
1.92% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
15,263
shares
|
$10.4 Million
0.67% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
15,238
shares
|
$10.4 Million
0.52% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
15,227
shares
|
$10.4 Million
5.54% of portfolio
|
Q2 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
15,169
shares
|
$10.3 Million
1.06% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Oct 28, 2025 Q3 2025 |
15,150
shares
|
$10.3 Million
5.75% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
15,138
shares
|
$10.3 Million
0.13% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
15,124
shares
|
$10.3 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
15,117
shares
|
$10.3 Million
1.19% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
15,113
shares
|
$10.3 Million
1.63% of portfolio
|
Q3 2025
Reduced 0.74%
|