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 |
|---|---|---|---|---|---|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
15,100
shares
|
$10.3 Million
6.08% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
15,096
shares
|
$10.3 Million
2.34% of portfolio
|
Q3 2025
Added 68.18%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
15,044
shares
|
$10.3 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
15,044
shares
|
$10.3 Million
1.1% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Hedeker Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
15,006
shares
|
$10.2 Million
2.23% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Wilmar Advisors LLC
Juno Beach, FL |
Aug 14, 2025 Q2 2025 |
15,000
shares
|
$10.2 Million
8.81% of portfolio
|
Q4 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,966
shares
|
$10.2 Million
2.8% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
14,966
shares
|
$10.2 Million
8.1% of portfolio
|
Q3 2025
Reduced 11.56%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,919
shares
|
$10.2 Million
2.85% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
14,914
shares
|
$10.2 Million
1.08% of portfolio
|
Q2 2023
Added 66.04%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
14,903
shares
|
$10.2 Million
0.63% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
14,901
shares
|
$10.2 Million
1.82% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
14,833
shares
|
$10.1 Million
2.75% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
14,820
shares
|
$10.1 Million
0.72% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
14,813
shares
|
$10.1 Million
0.62% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
14,812
shares
|
$10.1 Million
3.15% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
14,796
shares
|
$10.1 Million
5.17% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
14,754
shares
|
$10.1 Million
3.03% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
14,717
shares
|
$10 Million
8.89% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
14,690
shares
|
$10 Million
0.56% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
14,656
shares
|
$10 Million
4.61% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
14,642
shares
|
$9.99 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
14,637
shares
|
$9.98 Million
5.49% of portfolio
|
Q3 2025
Reduced 14.78%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
14,590
shares
|
$9.95 Million
5.09% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
14,585
shares
|
$9.95 Million
1.87% of portfolio
|
Q3 2025
Added 0.05%
|