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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
4,384
shares
|
$2.92 Million
1.03% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2025 Q3 2025 |
4,383
shares
|
$2.92 Million
0.21% of portfolio
|
Q3 2025
Added 43.38%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
4,380
shares
|
$2.92 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 20, 2026 Q4 2025 |
4,379
shares
|
$2.91 Million
2.18% of portfolio
|
Q4 2025
Reduced 0.68%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
4,379
shares
|
$2.91 Million
2.62% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
4,378
shares
|
$2.91 Million
1.4% of portfolio
|
Q3 2025
Added 19.95%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
4,376
shares
|
$2.91 Million
1.31% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
4,366
shares
|
$2.91 Million
1.27% of portfolio
|
Q4 2025
Added 11.52%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
4,364
shares
|
$2.9 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
City State Bank
Norwalk, IA |
Jan 27, 2026 Q4 2025 |
4,361
shares
|
$2.9 Million
0.83% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
4,358
shares
|
$2.9 Million
0.43% of portfolio
|
Q3 2022
Reduced 2.02%
|
|
|
Consilium Wealth Advisory, LLC
|
Jan 26, 2026 Q4 2025 |
4,356
shares
|
$2.9 Million
1.11% of portfolio
|
Q4 2025
Reduced 1.4%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Nov 07, 2025 Q3 2025 |
4,354
shares
|
$2.9 Million
2.8% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
4,353
shares
|
$2.9 Million
0.55% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
4,341
shares
|
$2.89 Million
0.16% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
4,336
shares
|
$2.89 Million
0.83% of portfolio
|
Q3 2025
New holding
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,318
shares
|
$2.87 Million
0.46% of portfolio
|
Q3 2025
Added 79.39%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
4,314
shares
|
$2.87 Million
0.33% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Tufton Capital Management
|
Jan 28, 2026 Q4 2025 |
4,312
shares
|
$2.87 Million
0.52% of portfolio
|
Q4 2025
Reduced 4.52%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 13, 2026 Q4 2025 |
4,311
shares
|
$2.87 Million
0.79% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
4,308
shares
|
$2.87 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Private Capital Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
4,306
shares
|
$2.87 Million
0.33% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
4,301
shares
|
$2.86 Million
0.41% of portfolio
|
Q3 2025
Reduced 4.68%
|
|