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 |
|---|---|---|---|---|---|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
545
shares
|
$342,728
0.08% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Commons Capital, LLC
Needham, MA |
May 12, 2025 Q1 2025 |
545
shares
|
$342,728
0.28% of portfolio
|
Q1 2025
Added 19.26%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
545
shares
|
$342,728
0.2% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
543
shares
|
$341,470
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
542
shares
|
$340,842
0.17% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$340,842
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Vista Finance, LLC
|
Apr 16, 2025 Q1 2025 |
542
shares
|
$340,842
0.33% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Apr 11, 2025 Q1 2025 |
542
shares
|
$340,842
0.4% of portfolio
|
Q1 2025
Reduced 63.33%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
542
shares
|
$340,842
0.22% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
539
shares
|
$338,955
0.07% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
539
shares
|
$338,955
0.24% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
539
shares
|
$338,955
0.0% of portfolio
|
Q1 2025
Added 23.34%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
537
shares
|
$337,697
0.04% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
536
shares
|
$337,068
0.1% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
535
shares
|
$336,440
0.09% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
535
shares
|
$336,440
0.14% of portfolio
|
Q1 2022
Reduced 2.73%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
May 01, 2025 Q1 2025 |
535
shares
|
$336,440
0.11% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
533
shares
|
$335,182
0.32% of portfolio
|
Q1 2025
Reduced 49.53%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
532
shares
|
$334,553
0.21% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
531
shares
|
$333,924
0.06% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
531
shares
|
$333,924
0.12% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
530
shares
|
$333,295
0.01% of portfolio
|
Q1 2025
Reduced 99.03%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
530
shares
|
$333,295
0.23% of portfolio
|
Q2 2023
Reduced 30.26%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
529
shares
|
$332,666
0.17% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
527
shares
|
$331,409
0.1% of portfolio
|
Q2 2025
Reduced 33.38%
|