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 |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
3,711
shares
|
$2.47 Million
0.8% of portfolio
|
Q3 2025
Reduced 25.26%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
3,710
shares
|
$2.47 Million
0.51% of portfolio
|
Q4 2025
Added 8.01%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
3,707
shares
|
$2.47 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
3,705
shares
|
$2.47 Million
0.51% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
3,702
shares
|
$2.46 Million
1.07% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Ami Asset Management Corp
|
Jan 23, 2026 Q4 2025 |
3,701
shares
|
$2.46 Million
0.14% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
3,700
shares
|
$2.46 Million
0.53% of portfolio
|
Q3 2025
Reduced 53.75%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
3,699
shares
|
$2.46 Million
0.91% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
3,698
shares
|
$2.46 Million
0.28% of portfolio
|
Q4 2025
Reduced 5.52%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 22, 2026 Q4 2025 |
3,696
shares
|
$2.46 Million
2.64% of portfolio
|
Q4 2025
Added 1.79%
|
|
|
Chickasaw Capital Management LLC
|
Jan 09, 2026 Q4 2025 |
3,693
shares
|
$2.46 Million
0.1% of portfolio
|
Q2 2025
Added 31.1%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
3,682
shares
|
$2.45 Million
0.02% of portfolio
|
Q4 2025
Added 18.77%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
3,681
shares
|
$2.45 Million
0.87% of portfolio
|
Q2 2025
Added 40.55%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Jan 27, 2026 Q4 2025 |
3,672
shares
|
$2.44 Million
2.18% of portfolio
|
Q4 2025
Reduced 0.89%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
3,671
shares
|
$2.44 Million
0.19% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
3,671
shares
|
$2.44 Million
1.9% of portfolio
|
Q2 2025
Added 22.12%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jan 08, 2026 Q4 2025 |
3,671
shares
|
$2.44 Million
1.76% of portfolio
|
Q4 2025
Reduced 23.38%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jan 27, 2026 Q4 2025 |
3,670
shares
|
$2.44 Million
0.68% of portfolio
|
Q4 2025
Added 44.15%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
3,669
shares
|
$2.44 Million
0.21% of portfolio
|
Q3 2022
Added 63.5%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 12, 2025 Q3 2025 |
3,663
shares
|
$2.44 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
3,651
shares
|
$2.43 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jan 23, 2026 Q4 2025 |
3,644
shares
|
$2.43 Million
1.78% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
3,636
shares
|
$2.42 Million
0.86% of portfolio
|
Q4 2025
Reduced 14.39%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 15, 2026 Q4 2025 |
3,635
shares
|
$2.42 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,633
shares
|
$2.42 Million
0.49% of portfolio
|
Q3 2025
Added 0.64%
|
|