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 |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
3,056
shares
|
$2.03 Million
0.12% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
3,046
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2025
Added 17.38%
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
3,042
shares
|
$2.02 Million
0.46% of portfolio
|
Q2 2025
Added 37.15%
|
|
|
Geneva Partners, LLC
|
Nov 12, 2025 Q3 2025 |
3,042
shares
|
$2.02 Million
0.8% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
3,041
shares
|
$2.02 Million
1.0% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
3,040
shares
|
$2.02 Million
0.68% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Independent Wealth Network Inc.
|
Jan 26, 2026 Q4 2025 |
3,038
shares
|
$2.02 Million
0.67% of portfolio
|
Q4 2025
Added 6.97%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
3,034
shares
|
$2.02 Million
0.69% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Nov 12, 2025 Q3 2025 |
3,030
shares
|
$2.02 Million
3.7% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
3,025
shares
|
$2.01 Million
0.33% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
3,022
shares
|
$2.01 Million
0.22% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
3,020
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2023
Reduced 4.22%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
3,009
shares
|
$2 Million
1.41% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
3,008
shares
|
$2 Million
0.57% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Means Investment Co., Inc.
|
Jan 26, 2026 Q4 2025 |
3,004
shares
|
$2 Million
0.18% of portfolio
|
Q4 2025
Reduced 4.36%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,004
shares
|
$2 Million
0.05% of portfolio
|
Q3 2025
Added 12.55%
|
|
|
Hite Hedge Asset Management LLC
Quincy, MA |
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$2 Million
0.13% of portfolio
|
Q3 2025
Added 59.07%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
3,000
shares
|
$2 Million
0.32% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Jan 21, 2026 Q4 2025 |
2,999
shares
|
$2 Million
0.66% of portfolio
|
Q4 2025
Added 47.01%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
2,990
shares
|
$1.99 Million
0.66% of portfolio
|
Q4 2025
Added 115.88%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,989
shares
|
$1.99 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
2,987
shares
|
$1.99 Million
1.43% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
2,984
shares
|
$1.99 Million
0.99% of portfolio
|
Q3 2025
Reduced 14.91%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,981
shares
|
$1.98 Million
0.65% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
2,980
shares
|
$1.98 Million
0.5% of portfolio
|
Q3 2025
Added 2.69%
|
|