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 |
|---|---|---|---|---|---|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
3,448
shares
|
$2.3 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
3,431
shares
|
$2.28 Million
7.59% of portfolio
|
Q3 2022
Reduced 14.25%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Jan 26, 2026 Q4 2025 |
3,418
shares
|
$2.28 Million
0.31% of portfolio
|
Q4 2025
Reduced 3.93%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,416
shares
|
$2.27 Million
1.28% of portfolio
|
Q4 2024
Added 41.39%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
3,416
shares
|
$2.27 Million
2.03% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Liberty Capital Management, Inc.
|
Jan 26, 2026 Q4 2025 |
3,413
shares
|
$2.27 Million
0.43% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Delta Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
3,410
shares
|
$2.27 Million
0.85% of portfolio
|
Q4 2025
Reduced 2.01%
|
|
|
Auour Investments LLC
Wenham, MA |
Jan 12, 2026 Q4 2025 |
3,409
shares
|
$2.27 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
3,408
shares
|
$2.27 Million
0.32% of portfolio
|
Q4 2025
Added 66.08%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
3,408
shares
|
$2.27 Million
0.52% of portfolio
|
Q4 2025
Reduced 4.78%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
3,404
shares
|
$2.27 Million
0.54% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
3,403
shares
|
$2.27 Million
0.87% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
3,402
shares
|
$2.26 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
3,401
shares
|
$2.26 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Sona Asset Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,394
shares
|
$2.26 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Santori & Peters, Inc.
|
Jan 15, 2026 Q4 2025 |
3,358
shares
|
$2.24 Million
0.79% of portfolio
|
Q4 2025
Reduced 0.56%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
3,358
shares
|
$2.24 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
3,358
shares
|
$2.24 Million
0.84% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
3,357
shares
|
$2.23 Million
1.23% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
3,350
shares
|
$2.23 Million
1.52% of portfolio
|
Q4 2025
Reduced 2.36%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,346
shares
|
$2.23 Million
0.81% of portfolio
|
Q4 2022
Reduced 3.66%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
3,346
shares
|
$2.23 Million
0.85% of portfolio
|
Q4 2025
Added 2.14%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
3,341
shares
|
$2.22 Million
1.38% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
3,340
shares
|
$2.22 Million
1.03% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
3,340
shares
|
$2.22 Million
4.74% of portfolio
|
Q1 2025
Reduced 4.16%
|
|