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 |
|---|---|---|---|---|---|
|
Palouse Capital Management, Inc.
|
Jan 22, 2026 Q4 2025 |
3,929
shares
|
$2.62 Million
1.81% of portfolio
|
Q4 2025
Added 82.24%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jan 15, 2026 Q4 2025 |
3,929
shares
|
$2.62 Million
0.06% of portfolio
|
Q4 2025
Reduced 18.74%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Jan 20, 2026 Q4 2025 |
3,926
shares
|
$2.61 Million
1.62% of portfolio
|
Q4 2025
Reduced 7.47%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
3,920
shares
|
$2.61 Million
1.04% of portfolio
|
Q4 2025
Added 2.32%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
3,915
shares
|
$2.61 Million
2.37% of portfolio
|
Q4 2022
Reduced 1.09%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,911
shares
|
$2.6 Million
0.47% of portfolio
|
Q1 2024
Reduced 27.47%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 07, 2026 Q4 2025 |
3,909
shares
|
$2.6 Million
1.63% of portfolio
|
Q4 2025
Reduced 0.74%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
3,900
shares
|
$2.6 Million
1.65% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
3,898
shares
|
$2.59 Million
0.4% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
Aug 14, 2025 Q2 2025 |
3,895
shares
|
$2.59 Million
1.44% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 27, 2026 Q4 2025 |
3,894
shares
|
$2.59 Million
0.29% of portfolio
|
Q4 2025
Added 16.48%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
3,880
shares
|
$2.58 Million
2.15% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Crescent Park Management, L.P.
East Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
3,872
shares
|
$2.58 Million
1.09% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
3,872
shares
|
$2.58 Million
1.8% of portfolio
|
Q3 2025
Added 61.47%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,871
shares
|
$2.58 Million
0.09% of portfolio
|
Q3 2023
Reduced 0.26%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
3,866
shares
|
$2.57 Million
0.87% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
3,861
shares
|
$2.57 Million
2.27% of portfolio
|
Q4 2025
Added 2.69%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
3,859
shares
|
$2.57 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 20, 2026 Q4 2025 |
3,853
shares
|
$2.56 Million
0.88% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Cambridge Advisors Inc.
|
Jan 21, 2026 Q4 2025 |
3,848
shares
|
$2.56 Million
0.51% of portfolio
|
Q4 2025
Reduced 5.5%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
3,848
shares
|
$2.56 Million
1.76% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
3,846
shares
|
$2.56 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
3,845
shares
|
$2.56 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 14, 2026 Q4 2025 |
3,844
shares
|
$2.56 Million
0.38% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
3,839
shares
|
$2.56 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.36%
|
|