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 593 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 |
|---|---|---|---|---|---|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
435
shares
|
$273,514
0.09% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
435
shares
|
$273,514
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
434
shares
|
$272,886
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
434
shares
|
$272,886
0.01% of portfolio
|
Q1 2025
Added 22.95%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
433
shares
|
$272,257
0.05% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
432
shares
|
$271,628
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
430
shares
|
$270,371
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
429
shares
|
$269,742
0.25% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
428
shares
|
$269,113
0.01% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
428
shares
|
$269,113
0.37% of portfolio
|
Q1 2025
Reduced 47.1%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
428
shares
|
$269,113
0.19% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
428
shares
|
$269,113
0.22% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
427
shares
|
$268,484
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
426
shares
|
$267,856
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
426
shares
|
$267,856
0.07% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
426
shares
|
$267,856
0.02% of portfolio
|
Q1 2025
Reduced 25.26%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
425
shares
|
$267,227
0.18% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
423
shares
|
$265,969
0.03% of portfolio
|
Q2 2024
Reduced 58.24%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
423
shares
|
$265,969
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
423
shares
|
$265,969
0.22% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
421
shares
|
$264,712
0.02% of portfolio
|
Q2 2025
Reduced 60.76%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
421
shares
|
$264,712
0.02% of portfolio
|
Q1 2025
Added 23.1%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
421
shares
|
$264,712
0.1% of portfolio
|
Q1 2025
Reduced 97.21%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
May 05, 2025 Q1 2025 |
421
shares
|
$264,712
0.1% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
421
shares
|
$264,712
0.17% of portfolio
|
Q1 2025
Added 4.73%
|