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 |
|---|---|---|---|---|---|
|
Miramar Fiduciary Corp
Reno, NV |
Jan 27, 2026 Q4 2025 |
4,056
shares
|
$2.7 Million
2.15% of portfolio
|
Q4 2018
Added 12.92%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
4,046
shares
|
$2.69 Million
1.51% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
4,034
shares
|
$2.69 Million
0.18% of portfolio
|
Q4 2025
Reduced 11.24%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
4,034
shares
|
$2.69 Million
1.08% of portfolio
|
Q1 2024
Reduced 1.61%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,017
shares
|
$2.67 Million
0.4% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jan 07, 2026 Q4 2025 |
4,015
shares
|
$2.67 Million
3.05% of portfolio
|
Q4 2025
Reduced 64.19%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
4,013
shares
|
$2.67 Million
0.95% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
4,008
shares
|
$2.67 Million
1.42% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
4,006
shares
|
$2.67 Million
0.94% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Spring Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,004
shares
|
$2.67 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
4,004
shares
|
$2.67 Million
0.32% of portfolio
|
Q3 2025
Added 18.57%
|
|
|
Highlander Partners, L.P.
|
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$2.66 Million
1.02% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
3,990
shares
|
$2.66 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
3,987
shares
|
$2.65 Million
0.41% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
3,986
shares
|
$2.65 Million
1.81% of portfolio
|
Q4 2025
Added 7.56%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
3,986
shares
|
$2.65 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
3,979
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
3,979
shares
|
$2.65 Million
0.8% of portfolio
|
Q4 2025
Added 16.79%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
3,978
shares
|
$2.65 Million
0.08% of portfolio
|
Q4 2025
Added 1.32%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,971
shares
|
$2.64 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
3,961
shares
|
$2.64 Million
1.92% of portfolio
|
Q4 2025
Reduced 5.53%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
3,955
shares
|
$2.63 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
3,954
shares
|
$2.63 Million
21.0% of portfolio
|
Q3 2025
Reduced 80.78%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
3,937
shares
|
$2.62 Million
0.34% of portfolio
|
Q4 2025
Added 53.79%
|
|
|
Goodman Financial Corp
Houston, TX |
Jan 08, 2026 Q4 2025 |
3,934
shares
|
$2.62 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.71%
|
|