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 5,341 institutions that hold shares in the stock, with a total of 557 Million shares, which have been reported (via 13F filing form) to have a value of $371 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grant
|
May 01, 2025 Q1 2025 |
2,763
shares
|
$1.84 Million
0.91% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Baxter Bros Inc
|
Jan 26, 2026 Q4 2025 |
2,761
shares
|
$1.84 Million
0.22% of portfolio
|
Q4 2025
Added 75.75%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 23, 2026 Q4 2025 |
2,758
shares
|
$1.84 Million
0.57% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 23, 2026 Q4 2025 |
2,756
shares
|
$1.83 Million
0.52% of portfolio
|
Q4 2025
Reduced 3.33%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 21, 2025 Q3 2025 |
2,752
shares
|
$1.83 Million
1.77% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Ayrshire Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
2,741
shares
|
$1.82 Million
0.89% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
2,741
shares
|
$1.82 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,737
shares
|
$1.82 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
2,737
shares
|
$1.82 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2025 Q3 2025 |
2,734
shares
|
$1.82 Million
1.35% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
2,733
shares
|
$1.82 Million
1.39% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,730
shares
|
$1.82 Million
1.2% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
2,730
shares
|
$1.82 Million
1.06% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
2,728
shares
|
$1.82 Million
0.75% of portfolio
|
Q4 2025
Added 1.19%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,726
shares
|
$1.81 Million
0.22% of portfolio
|
Q4 2025
Added 2.33%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,725
shares
|
$1.81 Million
0.14% of portfolio
|
Q3 2022
Added 30.76%
|
|
|
Altus Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,724
shares
|
$1.81 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
2,723
shares
|
$1.81 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
2,721
shares
|
$1.81 Million
0.67% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
2,718
shares
|
$1.81 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
2,717
shares
|
$1.81 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
2,717
shares
|
$1.81 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,712
shares
|
$1.81 Million
0.17% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
2,709
shares
|
$1.8 Million
0.79% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
2,706
shares
|
$1.8 Million
0.55% of portfolio
|
Q4 2025
Reduced 7.33%
|
|