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 |
|---|---|---|---|---|---|
|
Meyer Handelman CO
|
Jan 15, 2026 Q4 2025 |
3,145
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
Selective Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
3,142
shares
|
$2.09 Million
0.63% of portfolio
|
Q4 2025
Reduced 11.99%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
3,140
shares
|
$2.09 Million
1.24% of portfolio
|
Q1 2023
Reduced 2.94%
|
|
|
In Track Investment Management Inc
|
Jan 14, 2026 Q4 2025 |
3,128
shares
|
$2.08 Million
1.32% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
3,122
shares
|
$2.08 Million
0.04% of portfolio
|
Q3 2025
Reduced 17.47%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
3,120
shares
|
$2.08 Million
1.94% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Sentry LLC
Memphis, TN |
Jan 16, 2026 Q4 2025 |
3,114
shares
|
$2.07 Million
0.58% of portfolio
|
Q4 2025
Reduced 3.56%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
3,113
shares
|
$2.07 Million
0.48% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
3,110
shares
|
$2.07 Million
1.68% of portfolio
|
Q3 2025
Added 13.67%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
3,109
shares
|
$2.07 Million
0.18% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
3,106
shares
|
$2.07 Million
0.67% of portfolio
|
Q4 2025
Added 5.86%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Nov 14, 2025 Q3 2025 |
3,100
shares
|
$2.06 Million
0.04% of portfolio
|
Q2 2025
Reduced 45.23%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
3,099
shares
|
$2.06 Million
0.51% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
3,099
shares
|
$2.06 Million
1.63% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,097
shares
|
$2.06 Million
0.73% of portfolio
|
Q2 2023
Reduced 0.13%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
3,092
shares
|
$2.06 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
3,091
shares
|
$2.06 Million
0.2% of portfolio
|
Q3 2025
Added 50.71%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
3,083
shares
|
$2.05 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
3,082
shares
|
$2.05 Million
0.38% of portfolio
|
Q3 2025
Reduced 16.02%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
3,079
shares
|
$2.05 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
3,075
shares
|
$2.05 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
3,071
shares
|
$2.04 Million
0.55% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
3,068
shares
|
$2.04 Million
0.32% of portfolio
|
Q3 2025
Added 15.73%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Nov 06, 2025 Q3 2025 |
3,061
shares
|
$2.04 Million
1.41% of portfolio
|
Q3 2025
Added 17.69%
|
|
|
True Wealth Financial Partners
|
Nov 20, 2025 Q3 2025 |
3,059
shares
|
$2.04 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.26%
|
|