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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
3,622
shares
|
$2.41 Million
0.4% of portfolio
|
Q4 2025
Added 3.96%
|
|
|
Bcr Wealth Strategies, LLC
|
Jan 23, 2026 Q4 2025 |
3,620
shares
|
$2.41 Million
0.82% of portfolio
|
Q4 2025
Reduced 1.15%
|
|
|
Westwood Wealth Management
|
Jan 20, 2026 Q4 2025 |
3,617
shares
|
$2.41 Million
1.89% of portfolio
|
Q4 2025
Added 65.46%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
3,617
shares
|
$2.41 Million
1.85% of portfolio
|
Q4 2025
Reduced 3.16%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
3,616
shares
|
$2.41 Million
0.24% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Elevatus Welath Management
Victor, NY |
Jan 14, 2026 Q4 2025 |
3,614
shares
|
$2.41 Million
0.67% of portfolio
|
Q4 2025
Added 5.36%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
3,613
shares
|
$2.41 Million
0.26% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
3,609
shares
|
$2.4 Million
0.83% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
3,609
shares
|
$2.4 Million
0.27% of portfolio
|
Q3 2025
Added 213.55%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
3,608
shares
|
$2.4 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
3,599
shares
|
$2.4 Million
0.41% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
3,598
shares
|
$2.4 Million
0.62% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Renaissance Investment Group LLC
|
Jan 06, 2026 Q4 2025 |
3,595
shares
|
$2.39 Million
0.54% of portfolio
|
Q4 2025
Added 8.77%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Nov 14, 2025 Q3 2025 |
3,585
shares
|
$2.39 Million
0.16% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
3,584
shares
|
$2.39 Million
0.05% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
3,582
shares
|
$2.38 Million
0.55% of portfolio
|
Q4 2024
Added 36.41%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,582
shares
|
$2.38 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
3,579
shares
|
$2.38 Million
1.78% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Hbw Advisory Services LLC
|
Jan 23, 2026 Q4 2025 |
3,577
shares
|
$2.38 Million
0.29% of portfolio
|
Q4 2025
Added 9.93%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
3,571
shares
|
$2.38 Million
0.55% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
3,569
shares
|
$2.38 Million
0.04% of portfolio
|
Q3 2025
Added 32.04%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,567
shares
|
$2.37 Million
0.49% of portfolio
|
Q3 2025
Added 13.82%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
3,567
shares
|
$2.37 Million
0.48% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
3,561
shares
|
$2.37 Million
0.17% of portfolio
|
Q4 2025
Reduced 10.91%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
3,560
shares
|
$2.37 Million
0.73% of portfolio
|
Q3 2025
Added 0.45%
|
|