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 |
|---|---|---|---|---|---|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
13,000
shares
|
$8.87 Million
2.25% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
12,999
shares
|
$8.87 Million
3.5% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
12,971
shares
|
$8.85 Million
4.78% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Abner Herrman & Brock LLC
|
Oct 14, 2025 Q3 2025 |
12,958
shares
|
$8.84 Million
0.89% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
12,937
shares
|
$8.82 Million
0.58% of portfolio
|
Q2 2022
Added 19.89%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
12,894
shares
|
$8.79 Million
3.84% of portfolio
|
Q2 2024
Reduced 7.16%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
12,891
shares
|
$8.79 Million
3.94% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
12,882
shares
|
$8.79 Million
0.84% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
12,876
shares
|
$8.78 Million
1.68% of portfolio
|
Q3 2025
Reduced 17.27%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
12,876
shares
|
$8.78 Million
1.25% of portfolio
|
Q3 2022
Reduced 1.49%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
12,872
shares
|
$8.78 Million
2.25% of portfolio
|
Q2 2025
Reduced 30.38%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Aug 28, 2025 Q2 2025 |
12,849
shares
|
$8.76 Million
7.44% of portfolio
|
Q2 2025
New holding
|
|
|
Vontobel Asset Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
12,843
shares
|
$8.76 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Aug 13, 2025 Q2 2025 |
12,790
shares
|
$8.72 Million
0.74% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
12,779
shares
|
$8.72 Million
1.71% of portfolio
|
Q3 2025
Reduced 23.2%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
12,731
shares
|
$8.68 Million
0.54% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
12,725
shares
|
$8.68 Million
0.4% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
12,715
shares
|
$8.67 Million
0.97% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
12,706
shares
|
$8.67 Million
0.24% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
12,688
shares
|
$8.65 Million
1.75% of portfolio
|
Q3 2025
Reduced 25.54%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
12,676
shares
|
$8.65 Million
4.86% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
12,662
shares
|
$8.64 Million
0.59% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
12,656
shares
|
$8.63 Million
1.95% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,613
shares
|
$8.6 Million
0.97% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
12,608
shares
|
$8.6 Million
4.94% of portfolio
|
Q3 2025
Reduced 12.32%
|