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 5,188 institutions that hold shares in the stock, with a total of 644 Million shares, which have been reported (via 13F filing form) to have a value of $424 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Vista Finance, LLC
|
Jul 29, 2025 Q2 2025 |
686
shares
|
$452,197
0.46% of portfolio
|
Q2 2025
Added 26.57%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
686
shares
|
$452,197
0.32% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
685
shares
|
$451,538
0.09% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jul 29, 2025 Q2 2025 |
685
shares
|
$451,538
0.25% of portfolio
|
Q2 2025
Added 41.53%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Aug 08, 2025 Q2 2025 |
685
shares
|
$451,538
0.41% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
684
shares
|
$450,879
11.87% of portfolio
|
Q1 2023
Reduced 83.33%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
684
shares
|
$450,879
0.09% of portfolio
|
Q2 2025
Reduced 40.57%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
684
shares
|
$450,879
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
680
shares
|
$448,242
0.28% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
680
shares
|
$448,242
0.14% of portfolio
|
Q2 2025
Added 42.56%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
680
shares
|
$448,242
0.2% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
679
shares
|
$447,583
0.11% of portfolio
|
Q2 2025
Reduced 97.58%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
678
shares
|
$446,924
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
678
shares
|
$446,924
0.16% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
678
shares
|
$446,924
0.12% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
677
shares
|
$446,264
0.22% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Mittelman Wealth Management
Andover, MA |
Aug 08, 2025 Q2 2025 |
675
shares
|
$444,946
0.35% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
671
shares
|
$442,309
0.28% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Aug 12, 2025 Q2 2025 |
671
shares
|
$442,309
0.27% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
669
shares
|
$440,991
0.01% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
669
shares
|
$440,991
0.34% of portfolio
|
Q2 2025
Added 60.05%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
668
shares
|
$440,332
0.19% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
668
shares
|
$440,332
0.08% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
668
shares
|
$440,332
0.12% of portfolio
|
Q1 2025
Reduced 86.52%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
667
shares
|
$439,673
0.07% of portfolio
|
Q2 2025
Reduced 47.02%
|