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 |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,286
shares
|
$2.85 Million
0.35% of portfolio
|
Q3 2022
Reduced 1.24%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,283
shares
|
$2.85 Million
0.61% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
4,283
shares
|
$2.85 Million
0.63% of portfolio
|
Q4 2022
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
4,282
shares
|
$2.85 Million
0.62% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,280
shares
|
$2.85 Million
0.88% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
4,280
shares
|
$2.85 Million
0.92% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 26, 2026 Q4 2025 |
4,277
shares
|
$2.85 Million
1.09% of portfolio
|
Q4 2025
Reduced 3.69%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
4,271
shares
|
$2.84 Million
0.26% of portfolio
|
Q4 2025
Reduced 35.43%
|
|
|
Snider Financial Group
Bellevue, WA |
Jan 21, 2026 Q4 2025 |
4,259
shares
|
$2.84 Million
0.76% of portfolio
|
Q4 2025
Added 16.18%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
4,258
shares
|
$2.83 Million
0.06% of portfolio
|
Q4 2025
Added 92.06%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
4,255
shares
|
$2.83 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
4,248
shares
|
$2.83 Million
0.95% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
4,240
shares
|
$2.82 Million
0.45% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
4,224
shares
|
$2.81 Million
0.59% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
4,215
shares
|
$2.81 Million
0.37% of portfolio
|
Q4 2025
Added 2.6%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
4,215
shares
|
$2.81 Million
0.53% of portfolio
|
Q3 2022
Added 4.62%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
4,211
shares
|
$2.8 Million
1.0% of portfolio
|
Q4 2025
Added 304.9%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
4,208
shares
|
$2.8 Million
1.71% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Mcdaniel Terry & CO
|
Oct 22, 2025 Q3 2025 |
4,203
shares
|
$2.8 Million
0.23% of portfolio
|
Q3 2025
Reduced 19.22%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,201
shares
|
$2.8 Million
0.38% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
4,197
shares
|
$2.79 Million
0.37% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
4,185
shares
|
$2.79 Million
0.56% of portfolio
|
Q4 2025
Reduced 23.66%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
4,180
shares
|
$2.78 Million
1.61% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
4,178
shares
|
$2.78 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Jan 26, 2026 Q4 2025 |
4,174
shares
|
$2.78 Million
0.68% of portfolio
|
Q4 2025
Added 22.98%
|
|