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 |
|---|---|---|---|---|---|
|
Avalon Advisory Group
Wexford, PA |
Jul 14, 2025 Q2 2025 |
403
shares
|
$253,430
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jul 18, 2025 Q2 2025 |
403
shares
|
$253,430
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
402
shares
|
$252,801
0.07% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
402
shares
|
$252,801
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
402
shares
|
$252,801
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
401
shares
|
$252,172
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Thomas Story & Son LLC
Culver, IN |
May 12, 2025 Q1 2025 |
400
shares
|
$251,544
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
400
shares
|
$251,544
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
399
shares
|
$250,915
0.14% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
398
shares
|
$250,286
0.05% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
395
shares
|
$248,399
0.01% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
395
shares
|
$248,399
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
395
shares
|
$248,399
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
394
shares
|
$247,770
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
393
shares
|
$247,141
0.05% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
393
shares
|
$247,141
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Apr 17, 2025 Q1 2025 |
392
shares
|
$246,513
0.09% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
392
shares
|
$246,513
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
391
shares
|
$245,884
0.08% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
390
shares
|
$245,255
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
389
shares
|
$244,626
0.12% of portfolio
|
Q1 2025
Reduced 76.73%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
389
shares
|
$244,626
0.15% of portfolio
|
Q1 2025
Added 175.89%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
388
shares
|
$243,997
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
388
shares
|
$243,997
0.03% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
388
shares
|
$243,997
0.09% of portfolio
|
Q1 2025
Added 6.89%
|