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 |
|---|---|---|---|---|---|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,487
shares
|
$2.99 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
4,479
shares
|
$2.98 Million
0.15% of portfolio
|
Q3 2023
Added 111.57%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
4,471
shares
|
$2.98 Million
0.43% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Kelsey Financial, LLC
Moorpark, CA |
Jan 23, 2026 Q4 2025 |
4,469
shares
|
$2.97 Million
2.62% of portfolio
|
Q4 2025
New holding
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Nov 04, 2025 Q3 2025 |
4,467
shares
|
$2.97 Million
0.04% of portfolio
|
Q3 2025
Added 27.52%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
4,466
shares
|
$2.97 Million
0.52% of portfolio
|
Q4 2025
Reduced 7.99%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
4,460
shares
|
$2.97 Million
0.81% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,460
shares
|
$2.97 Million
1.3% of portfolio
|
Q3 2025
Reduced 30.15%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jan 21, 2026 Q4 2025 |
4,450
shares
|
$2.96 Million
1.89% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
4,448
shares
|
$2.96 Million
1.52% of portfolio
|
Q4 2025
Added 2.65%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 12, 2026 Q4 2025 |
4,441
shares
|
$2.96 Million
2.16% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,440
shares
|
$2.96 Million
1.41% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
4,434
shares
|
$2.95 Million
2.32% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,433
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 55.67%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
4,422
shares
|
$2.94 Million
1.31% of portfolio
|
Q4 2025
Reduced 25.3%
|
|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
4,421
shares
|
$2.94 Million
0.19% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
4,418
shares
|
$2.94 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
4,417
shares
|
$2.94 Million
0.62% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
4,412
shares
|
$2.94 Million
0.93% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Hillman CO
|
Jan 16, 2026 Q4 2025 |
4,411
shares
|
$2.94 Million
1.2% of portfolio
|
Q2 2025
Reduced 57.47%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
4,404
shares
|
$2.93 Million
0.8% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
4,396
shares
|
$2.93 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
4,396
shares
|
$2.93 Million
0.42% of portfolio
|
Q4 2025
Added 9.82%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
4,395
shares
|
$2.93 Million
0.41% of portfolio
|
Q4 2025
Reduced 3.24%
|
|
|
Davidson Trust CO
|
Jan 27, 2026 Q4 2025 |
4,391
shares
|
$2.92 Million
1.25% of portfolio
|
Q4 2025
Added 6.04%
|
|