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 |
|---|---|---|---|---|---|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
3,325
shares
|
$2.21 Million
0.97% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,324
shares
|
$2.21 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jan 23, 2026 Q4 2025 |
3,322
shares
|
$2.21 Million
1.61% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jan 23, 2026 Q4 2025 |
3,321
shares
|
$2.21 Million
0.75% of portfolio
|
Q4 2025
Added 1.75%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3,318
shares
|
$2.21 Million
1.14% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 27, 2026 Q4 2025 |
3,315
shares
|
$2.21 Million
0.27% of portfolio
|
Q4 2025
Added 5.44%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Jan 27, 2026 Q4 2025 |
3,314
shares
|
$2.21 Million
0.74% of portfolio
|
Q4 2025
Added 1.04%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
3,296
shares
|
$2.19 Million
0.79% of portfolio
|
Q2 2022
Added 13.66%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
3,296
shares
|
$2.19 Million
1.02% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 23, 2026 Q4 2025 |
3,292
shares
|
$2.19 Million
1.06% of portfolio
|
Q4 2025
Reduced 1.64%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
3,290
shares
|
$2.19 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
3,290
shares
|
$2.19 Million
0.19% of portfolio
|
Q3 2025
Added 92.96%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
3,284
shares
|
$2.19 Million
1.46% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 12, 2025 Q3 2025 |
3,278
shares
|
$2.18 Million
0.17% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,275
shares
|
$2.18 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
3,272
shares
|
$2.18 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,272
shares
|
$2.18 Million
0.62% of portfolio
|
Q2 2022
Reduced 3.02%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
3,270
shares
|
$2.18 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
3,270
shares
|
$2.18 Million
0.7% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
3,263
shares
|
$2.17 Million
0.61% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 24, 2025 Q3 2025 |
3,261
shares
|
$2.17 Million
0.15% of portfolio
|
Q3 2025
Added 29.35%
|
|
|
Violich Capital Management, Inc.
|
Oct 29, 2025 Q3 2025 |
3,259
shares
|
$2.17 Million
0.26% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,258
shares
|
$2.17 Million
0.2% of portfolio
|
Q2 2023
Reduced 2.19%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
3,256
shares
|
$2.17 Million
0.6% of portfolio
|
Q4 2025
Reduced 8.31%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
3,256
shares
|
$2.17 Million
0.29% of portfolio
|
Q4 2025
Added 3.2%
|
|