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 |
|---|---|---|---|---|---|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
3,226
shares
|
$2.15 Million
0.12% of portfolio
|
Q3 2025
Added 39.53%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
3,225
shares
|
$2.15 Million
0.58% of portfolio
|
Q3 2025
Added 16.97%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,224
shares
|
$2.15 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
3,221
shares
|
$2.14 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
3,219
shares
|
$2.14 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
3,200
shares
|
$2.13 Million
0.21% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Yost Capital Management, LP
Fort Worth, TX |
Nov 13, 2025 Q3 2025 |
3,200
shares
|
$2.13 Million
4.34% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
3,197
shares
|
$2.13 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 20, 2026 Q4 2025 |
3,195
shares
|
$2.13 Million
0.96% of portfolio
|
Q4 2025
Added 28.42%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
3,193
shares
|
$2.13 Million
0.43% of portfolio
|
Q3 2025
Added 214.58%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
3,189
shares
|
$2.12 Million
0.27% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
3,185
shares
|
$2.12 Million
0.77% of portfolio
|
Q3 2025
New holding
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
3,184
shares
|
$2.12 Million
0.04% of portfolio
|
Q4 2025
Reduced 4.61%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
3,180
shares
|
$2.12 Million
1.47% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,178
shares
|
$2.12 Million
1.35% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
3,169
shares
|
$2.11 Million
0.87% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,164
shares
|
$2.11 Million
0.42% of portfolio
|
Q1 2025
Added 32.38%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,163
shares
|
$2.11 Million
0.4% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Naviter Wealth, LLC
|
Jan 21, 2026 Q4 2025 |
3,161
shares
|
$2.1 Million
0.28% of portfolio
|
Q4 2025
Reduced 27.75%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
3,159
shares
|
$2.1 Million
1.18% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
3,156
shares
|
$2.1 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
3,147
shares
|
$2.09 Million
0.12% of portfolio
|
Q3 2025
Added 334.67%
|
|
|
Meyer Handelman CO
|
Jan 15, 2026 Q4 2025 |
3,145
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
3,144
shares
|
$2.09 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Selective Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
3,142
shares
|
$2.09 Million
0.63% of portfolio
|
Q4 2025
Reduced 11.99%
|
|