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 |
|---|---|---|---|---|---|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
3,559
shares
|
$2.37 Million
0.07% of portfolio
|
Q4 2024
Added 44.23%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,555
shares
|
$2.37 Million
0.44% of portfolio
|
Q2 2024
Added 58.34%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
3,549
shares
|
$2.36 Million
0.48% of portfolio
|
Q4 2023
Added 47.08%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
3,540
shares
|
$2.36 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
3,535
shares
|
$2.35 Million
0.76% of portfolio
|
Q2 2022
Added 0.11%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 16, 2026 Q4 2025 |
3,535
shares
|
$2.35 Million
1.39% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Nov 20, 2025 Q3 2025 |
3,524
shares
|
$2.35 Million
1.26% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,510
shares
|
$2.34 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 20, 2026 Q4 2025 |
3,503
shares
|
$2.33 Million
1.8% of portfolio
|
Q4 2025
Reduced 7.89%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
3,502
shares
|
$2.33 Million
0.77% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
3,502
shares
|
$2.33 Million
1.79% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,501
shares
|
$2.33 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
3,496
shares
|
$2.33 Million
0.87% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
3,495
shares
|
$2.33 Million
0.51% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
3,492
shares
|
$2.32 Million
0.54% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 20, 2026 Q4 2025 |
3,486
shares
|
$2.32 Million
0.24% of portfolio
|
Q4 2025
Reduced 40.57%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,482
shares
|
$2.32 Million
0.54% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
3,482
shares
|
$2.32 Million
1.06% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
3,481
shares
|
$2.32 Million
0.32% of portfolio
|
Q4 2022
Reduced 1.39%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
3,474
shares
|
$2.31 Million
0.26% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jan 21, 2026 Q4 2025 |
3,473
shares
|
$2.31 Million
1.55% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Jan 27, 2026 Q4 2025 |
3,461
shares
|
$2.3 Million
2.23% of portfolio
|
Q4 2025
Added 1.44%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jan 20, 2026 Q4 2025 |
3,460
shares
|
$2.3 Million
1.09% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Mc Broom & Associates, LLC
|
Jan 20, 2026 Q4 2025 |
3,458
shares
|
$2.3 Million
1.2% of portfolio
|
Q4 2025
Added 2.16%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
3,451
shares
|
$2.3 Million
0.76% of portfolio
|
Q2 2025
Added 16.94%
|
|