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 |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
2,979
shares
|
$1.98 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
2,977
shares
|
$1.98 Million
0.58% of portfolio
|
Q4 2025
Reduced 19.34%
|
|
|
Sather Financial Group Inc
|
Jan 26, 2026 Q4 2025 |
2,975
shares
|
$1.98 Million
0.13% of portfolio
|
Q4 2025
Reduced 12.14%
|
|
|
Arbor Investment Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
2,971
shares
|
$1.98 Million
0.26% of portfolio
|
Q4 2025
Reduced 1.0%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
2,971
shares
|
$1.98 Million
0.73% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
2,969
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2025
Added 45.47%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2026 Q4 2025 |
2,969
shares
|
$1.98 Million
0.4% of portfolio
|
Q4 2025
New holding
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
2,963
shares
|
$1.97 Million
0.62% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
2,963
shares
|
$1.97 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
2,960
shares
|
$1.97 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
2,960
shares
|
$1.97 Million
2.08% of portfolio
|
Q4 2022
New holding
|
|
|
Clean Yield Group
|
Jan 26, 2026 Q4 2025 |
2,958
shares
|
$1.97 Million
0.58% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
2,956
shares
|
$1.97 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
2,955
shares
|
$1.97 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
2,949
shares
|
$1.96 Million
0.38% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 20, 2026 Q4 2025 |
2,948
shares
|
$1.96 Million
0.61% of portfolio
|
Q4 2025
Reduced 3.19%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
2,947
shares
|
$1.96 Million
0.19% of portfolio
|
Q4 2025
Added 27.8%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,937
shares
|
$1.96 Million
0.13% of portfolio
|
Q2 2023
Reduced 8.87%
|
|
|
Emc Capital Management
Houston, TX |
Nov 20, 2025 Q3 2025 |
2,935
shares
|
$1.95 Million
0.92% of portfolio
|
Q1 2025
Reduced 12.52%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
2,933
shares
|
$1.95 Million
1.45% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
2,932
shares
|
$1.95 Million
0.73% of portfolio
|
Q3 2023
Added 0.69%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
2,928
shares
|
$1.95 Million
0.57% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
2,922
shares
|
$1.95 Million
0.28% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 21, 2026 Q4 2025 |
2,921
shares
|
$1.94 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Davidson Kempner Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,919
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|