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 5,102 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 $374 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,099
shares
|
$45.7 Million
0.44% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
71,881
shares
|
$45.6 Million
8.31% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
71,865
shares
|
$45.6 Million
16.75% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
71,606
shares
|
$45.4 Million
9.17% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
71,089
shares
|
$45.1 Million
2.39% of portfolio
|
Q3 2022
Added 2.09%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
70,481
shares
|
$44.7 Million
7.5% of portfolio
|
Q1 2025
Added 79.88%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
70,458
shares
|
$44.7 Million
0.57% of portfolio
|
Q1 2025
Added 148.95%
|
|
|
Schusterman Interests, LLC
Tulsa, OK |
May 15, 2025 Q1 2025 |
69,517
shares
|
$44.1 Million
97.42% of portfolio
|
Q1 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
69,021
shares
|
$43.8 Million
14.95% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
68,191
shares
|
$43.3 Million
15.11% of portfolio
|
Q1 2025
Added 39.63%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
67,702
shares
|
$43 Million
3.73% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
67,503
shares
|
$42.8 Million
3.96% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
67,447
shares
|
$42.8 Million
3.88% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
67,278
shares
|
$42.7 Million
1.53% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
66,954
shares
|
$42.5 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
66,803
shares
|
$42.4 Million
4.83% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
66,683
shares
|
$42.3 Million
0.02% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
66,379
shares
|
$42.1 Million
3.79% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
66,351
shares
|
$42.1 Million
8.88% of portfolio
|
Q3 2023
New holding
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Jul 21, 2025 Q2 2025 |
65,925
shares
|
$41.8 Million
31.12% of portfolio
|
Q2 2025
Added 11693.38%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
65,799
shares
|
$41.7 Million
3.18% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
65,663
shares
|
$41.7 Million
8.39% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
65,616
shares
|
$41.6 Million
2.88% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
65,566
shares
|
$41.6 Million
10.33% of portfolio
|
Q2 2022
Added 20.39%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
65,419
shares
|
$41.5 Million
5.9% of portfolio
|
Q1 2025
Added 0.55%
|