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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
2,843
shares
|
$1.89 Million
0.25% of portfolio
|
Q4 2025
Reduced 1.39%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 23, 2026 Q4 2025 |
2,833
shares
|
$1.89 Million
1.05% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
2,831
shares
|
$1.88 Million
1.3% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,821
shares
|
$1.88 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
2,820
shares
|
$1.88 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
2,815
shares
|
$1.87 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
2,814
shares
|
$1.87 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
2,812
shares
|
$1.87 Million
0.14% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
2,812
shares
|
$1.87 Million
1.26% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
2,811
shares
|
$1.87 Million
1.33% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Tanager Wealth Management LLP
|
Jan 26, 2026 Q4 2025 |
2,804
shares
|
$1.87 Million
0.19% of portfolio
|
Q4 2025
Reduced 6.41%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jan 23, 2026 Q4 2025 |
2,801
shares
|
$1.86 Million
1.08% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
2,797
shares
|
$1.86 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 27, 2026 Q4 2025 |
2,796
shares
|
$1.86 Million
0.47% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jan 27, 2026 Q4 2025 |
2,795
shares
|
$1.86 Million
0.64% of portfolio
|
Q4 2025
Reduced 2.65%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
2,793
shares
|
$1.86 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
2,789
shares
|
$1.86 Million
0.09% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,788
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jan 26, 2026 Q4 2025 |
2,788
shares
|
$1.86 Million
0.68% of portfolio
|
Q4 2025
Reduced 5.94%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
2,784
shares
|
$1.85 Million
0.38% of portfolio
|
Q4 2025
Reduced 17.56%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 05, 2025 Q3 2025 |
2,783
shares
|
$1.85 Million
1.84% of portfolio
|
Q3 2025
Added 102.99%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 23, 2026 Q4 2025 |
2,781
shares
|
$1.85 Million
0.72% of portfolio
|
Q4 2025
Added 1.46%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,768
shares
|
$1.84 Million
0.29% of portfolio
|
Q3 2025
Added 15.33%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 15, 2026 Q4 2025 |
2,767
shares
|
$1.84 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
2,763
shares
|
$1.84 Million
0.91% of portfolio
|
Q1 2025
Reduced 7.41%
|
|