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 5,360 institutions that hold shares in the stock, with a total of 560 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 |
|---|---|---|---|---|---|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
4,787
shares
|
$3.19 Million
0.49% of portfolio
|
Q3 2025
Added 27.48%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
4,785
shares
|
$3.19 Million
0.73% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
4,785
shares
|
$3.19 Million
0.71% of portfolio
|
Q4 2025
Added 6.78%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
4,780
shares
|
$3.18 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,776
shares
|
$3.18 Million
0.36% of portfolio
|
Q3 2025
Reduced 18.72%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,774
shares
|
$3.18 Million
0.7% of portfolio
|
Q2 2022
Reduced 2.41%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 23, 2026 Q4 2025 |
4,766
shares
|
$3.17 Million
0.48% of portfolio
|
Q4 2025
Reduced 3.62%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
4,761
shares
|
$3.17 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
4,752
shares
|
$3.16 Million
1.85% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
4,750
shares
|
$3.16 Million
1.72% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
4,743
shares
|
$3.16 Million
0.65% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
4,728
shares
|
$3.15 Million
0.99% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
4,720
shares
|
$3.14 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
4,720
shares
|
$3.14 Million
2.59% of portfolio
|
Q3 2025
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
4,708
shares
|
$3.13 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
4,693
shares
|
$3.12 Million
0.33% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,688
shares
|
$3.12 Million
1.91% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
4,685
shares
|
$3.12 Million
1.56% of portfolio
|
Q4 2025
Reduced 1.55%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
4,677
shares
|
$3.11 Million
1.67% of portfolio
|
Q4 2025
Reduced 7.04%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
4,675
shares
|
$3.11 Million
1.72% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Armstrong Henry H Associates Inc
|
Jan 06, 2026 Q4 2025 |
4,674
shares
|
$3.11 Million
0.29% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
4,672
shares
|
$3.11 Million
4.09% of portfolio
|
Q3 2022
Reduced 48.73%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
4,671
shares
|
$3.11 Million
0.54% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
4,664
shares
|
$3.1 Million
6.25% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
4,634
shares
|
$3.08 Million
0.7% of portfolio
|
Q4 2024
Added 19.66%
|
|