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 |
|---|---|---|---|---|---|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,916
shares
|
$1.94 Million
0.14% of portfolio
|
Q3 2025
Added 1656.63%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,916
shares
|
$1.94 Million
1.09% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
2,909
shares
|
$1.94 Million
0.79% of portfolio
|
Q4 2025
New holding
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
2,908
shares
|
$1.94 Million
1.4% of portfolio
|
Q3 2023
Reduced 9.91%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
2,908
shares
|
$1.94 Million
0.51% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Hall Laurie J Trustee
|
Jan 20, 2026 Q4 2025 |
2,907
shares
|
$1.94 Million
0.68% of portfolio
|
Q1 2025
Reduced 32.55%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
2,905
shares
|
$1.93 Million
0.88% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Jan 23, 2026 Q4 2025 |
2,897
shares
|
$1.93 Million
1.2% of portfolio
|
Q4 2025
Reduced 11.35%
|
|
|
October Effect LTD
Virginia Beach, VA |
Jan 20, 2026 Q4 2025 |
2,893
shares
|
$1.93 Million
2.17% of portfolio
|
Q4 2025
Added 13.27%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
2,888
shares
|
$1.92 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
2,885
shares
|
$1.92 Million
0.47% of portfolio
|
Q1 2020
Reduced 3.77%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
2,884
shares
|
$1.92 Million
0.57% of portfolio
|
Q3 2025
Added 15.18%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
2,884
shares
|
$1.92 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
2,884
shares
|
$1.92 Million
1.38% of portfolio
|
Q3 2025
Reduced 15.94%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 31, 2025 Q3 2025 |
2,883
shares
|
$1.92 Million
1.32% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,882
shares
|
$1.92 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
2,881
shares
|
$1.92 Million
1.36% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
2,873
shares
|
$1.91 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
2,873
shares
|
$1.91 Million
1.32% of portfolio
|
Q4 2025
Reduced 2.48%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
2,872
shares
|
$1.91 Million
0.56% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
2,871
shares
|
$1.91 Million
0.34% of portfolio
|
Q3 2025
Added 275.29%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
2,871
shares
|
$1.91 Million
0.66% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
2,867
shares
|
$1.91 Million
0.48% of portfolio
|
Q3 2025
Reduced 8.52%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
2,860
shares
|
$1.9 Million
0.09% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
2,854
shares
|
$1.9 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.62%
|
|