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 5,100 institutions that hold shares in the stock, with a total of 594 Million shares, which have been reported (via 13F filing form) to have a value of $373 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
654
shares
|
$411,274
0.14% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
653
shares
|
$410,645
0.01% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
653
shares
|
$410,645
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
651
shares
|
$409,387
0.1% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
650
shares
|
$408,759
0.08% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
648
shares
|
$407,501
0.08% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Apr 09, 2025 Q1 2025 |
647
shares
|
$406,872
0.09% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
647
shares
|
$406,872
0.25% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
646
shares
|
$406,243
0.13% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
646
shares
|
$406,243
0.21% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
645
shares
|
$405,614
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Apr 24, 2025 Q1 2025 |
645
shares
|
$405,614
0.36% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
645
shares
|
$405,614
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
645
shares
|
$405,614
0.32% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
644
shares
|
$404,985
0.06% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
644
shares
|
$404,985
0.09% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
643
shares
|
$404,356
0.12% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
643
shares
|
$404,356
0.31% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
642
shares
|
$403,728
0.02% of portfolio
|
Q2 2025
Reduced 20.74%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
642
shares
|
$403,728
0.27% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
640
shares
|
$402,470
0.08% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
638
shares
|
$401,212
0.09% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
637
shares
|
$400,583
0.35% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
635
shares
|
$399,326
0.06% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
634
shares
|
$398,697
0.15% of portfolio
|
Q2 2025
Added 8.38%
|