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 |
|---|---|---|---|---|---|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,633
shares
|
$3.08 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
4,631
shares
|
$3.08 Million
1.06% of portfolio
|
Q4 2025
Reduced 14.07%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 08, 2026 Q4 2025 |
4,631
shares
|
$3.08 Million
1.37% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Calder Financial LLC
Downingtown, PA |
Jan 23, 2026 Q4 2025 |
4,629
shares
|
$3.08 Million
3.1% of portfolio
|
Q4 2025
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 16, 2026 Q4 2025 |
4,624
shares
|
$3.08 Million
0.77% of portfolio
|
Q4 2025
Added 5.67%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
4,611
shares
|
$3.07 Million
0.73% of portfolio
|
Q1 2023
Reduced 1.2%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
4,607
shares
|
$3.07 Million
1.87% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,604
shares
|
$3.06 Million
0.49% of portfolio
|
Q3 2025
Added 143.34%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
4,596
shares
|
$3.06 Million
0.3% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
4,594
shares
|
$3.06 Million
1.17% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
4,587
shares
|
$3.05 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
4,580
shares
|
$3.05 Million
0.89% of portfolio
|
Q3 2025
Reduced 9.84%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
4,567
shares
|
$3.04 Million
0.68% of portfolio
|
Q3 2025
Added 49.3%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
4,551
shares
|
$3.03 Million
0.41% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
4,544
shares
|
$3.02 Million
2.16% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
4,534
shares
|
$3.02 Million
1.1% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
4,528
shares
|
$3.01 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
4,516
shares
|
$3.01 Million
0.54% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
4,516
shares
|
$3.01 Million
0.84% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Spence Asset Management
|
Jan 09, 2026 Q4 2025 |
4,513
shares
|
$3 Million
0.52% of portfolio
|
Q4 2025
Added 140.18%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
4,508
shares
|
$3 Million
0.5% of portfolio
|
Q1 2023
Added 0.42%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
4,503
shares
|
$3 Million
1.03% of portfolio
|
Q3 2025
Added 136.5%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
4,503
shares
|
$3 Million
0.23% of portfolio
|
Q3 2025
Added 66.78%
|
|
|
Marshall & Sullivan Inc
|
Oct 15, 2025 Q3 2025 |
4,502
shares
|
$3 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
4,493
shares
|
$2.99 Million
0.24% of portfolio
|
Q4 2025
Reduced 1.62%
|
|