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 5,354 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 |
|---|---|---|---|---|---|
|
Sage Advisors, LLC
Boulder, CO |
Jan 13, 2026 Q4 2025 |
3,835
shares
|
$2.55 Million
1.73% of portfolio
|
Q4 2025
Added 6.26%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
3,832
shares
|
$2.55 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
3,829
shares
|
$2.55 Million
0.76% of portfolio
|
Q3 2025
Added 15.61%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Oct 15, 2025 Q3 2025 |
3,823
shares
|
$2.54 Million
2.24% of portfolio
|
Q2 2025
New holding
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 13, 2026 Q4 2025 |
3,809
shares
|
$2.54 Million
1.12% of portfolio
|
Q4 2025
Added 1.55%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
3,806
shares
|
$2.53 Million
0.52% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
3,804
shares
|
$2.53 Million
0.97% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
3,802
shares
|
$2.53 Million
0.66% of portfolio
|
Q3 2023
Added 12.72%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
3,802
shares
|
$2.53 Million
1.33% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Tran Capital Management, L.P.
|
Jan 20, 2026 Q4 2025 |
3,797
shares
|
$2.53 Million
0.37% of portfolio
|
Q4 2025
Added 109.43%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
3,797
shares
|
$2.53 Million
0.3% of portfolio
|
Q4 2025
Added 1.44%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
3,796
shares
|
$2.53 Million
0.11% of portfolio
|
Q4 2025
Added 10.54%
|
|
|
General Industrial Partners LLP
London, X0 |
Feb 12, 2024 Q4 2023 |
3,795
shares
|
$2.53 Million
70.06% of portfolio
|
Q4 2023
New holding
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Nov 05, 2025 Q3 2025 |
3,795
shares
|
$2.53 Million
0.58% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
3,794
shares
|
$2.53 Million
2.07% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
3,789
shares
|
$2.52 Million
0.23% of portfolio
|
Q3 2025
Added 31.29%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,783
shares
|
$2.52 Million
0.21% of portfolio
|
Q1 2022
Reduced 0.45%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,783
shares
|
$2.52 Million
0.39% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 14, 2025 Q3 2025 |
3,773
shares
|
$2.51 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,755
shares
|
$2.5 Million
0.07% of portfolio
|
Q3 2023
Reduced 1.65%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
3,754
shares
|
$2.5 Million
1.13% of portfolio
|
Q1 2023
Added 4.05%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,753
shares
|
$2.5 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
3,740
shares
|
$2.49 Million
0.42% of portfolio
|
Q3 2025
Added 103.7%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
3,734
shares
|
$2.49 Million
1.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Jnba Financial Advisors
|
Jan 26, 2026 Q4 2025 |
3,713
shares
|
$2.47 Million
0.22% of portfolio
|
Q4 2025
Reduced 0.62%
|
|