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 |
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
253
shares
|
$166,772
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
241
shares
|
$158,862
0.08% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
233
shares
|
$153,588
0.05% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
232
shares
|
$152,929
0.06% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
230
shares
|
$151,611
0.03% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
227
shares
|
$149,633
0.05% of portfolio
|
Q1 2025
Added 60.99%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
225
shares
|
$148,315
0.04% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
220
shares
|
$145,019
0.06% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
219
shares
|
$144,360
0.08% of portfolio
|
Q1 2025
Added 28.07%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
217
shares
|
$143,042
0.04% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
216
shares
|
$142,382
0.16% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
214
shares
|
$141,064
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
211
shares
|
$139,086
0.12% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Aug 13, 2025 Q2 2025 |
210
shares
|
$138,427
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Tsai Capital Corp
New York, NY |
Aug 13, 2025 Q2 2025 |
209
shares
|
$137,768
0.12% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
202
shares
|
$133,154
0.07% of portfolio
|
Q2 2024
Reduced 97.56%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
202
shares
|
$133,154
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
200
shares
|
$131,836
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oakhurst Advisors,Llc
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
200
shares
|
$131,836
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
195
shares
|
$128,540
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
193
shares
|
$127,221
0.09% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
192
shares
|
$126,562
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
187
shares
|
$123,266
0.1% of portfolio
|
Q2 2025
Added 54.55%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
187
shares
|
$123,266
0.1% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
183
shares
|
$120,629
0.02% of portfolio
|
Q2 2025
New holding
|