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 |
|---|---|---|---|---|---|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
2,705
shares
|
$1.8 Million
0.54% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
2,704
shares
|
$1.8 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
2,703
shares
|
$1.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 42.53%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
2,696
shares
|
$1.79 Million
1.18% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,696
shares
|
$1.79 Million
0.68% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
2,691
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2025 Q3 2025 |
2,685
shares
|
$1.79 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Long Road Investment Counsel, LLC
|
Nov 14, 2025 Q3 2025 |
2,679
shares
|
$1.78 Million
0.66% of portfolio
|
Q2 2025
Added 112.79%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
2,677
shares
|
$1.78 Million
0.85% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Chatterton & Associates Inc.
Anaheim, CA |
Jan 20, 2026 Q4 2025 |
2,676
shares
|
$1.78 Million
1.56% of portfolio
|
Q4 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
2,675
shares
|
$1.78 Million
0.51% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,673
shares
|
$1.78 Million
1.02% of portfolio
|
Q3 2024
Added 38.79%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 14, 2025 Q3 2025 |
2,667
shares
|
$1.78 Million
1.58% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
2,665
shares
|
$1.77 Million
0.21% of portfolio
|
Q1 2022
Reduced 0.07%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
2,659
shares
|
$1.77 Million
1.45% of portfolio
|
Q4 2025
Reduced 7.71%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
2,656
shares
|
$1.77 Million
0.53% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
2,655
shares
|
$1.77 Million
0.41% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
2,655
shares
|
$1.77 Million
0.28% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Abundance Wealth Counselors
|
Jan 23, 2026 Q4 2025 |
2,654
shares
|
$1.77 Million
0.35% of portfolio
|
Q4 2025
Added 4.53%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
2,654
shares
|
$1.77 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,653
shares
|
$1.77 Million
0.32% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
2,649
shares
|
$1.76 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
2,649
shares
|
$1.76 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,648
shares
|
$1.76 Million
1.89% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
2,647
shares
|
$1.76 Million
0.44% of portfolio
|
Q3 2025
Added 0.27%
|
|