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 |
|---|---|---|---|---|---|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
2,562
shares
|
$1.71 Million
1.41% of portfolio
|
Q3 2025
Reduced 52.21%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
2,560
shares
|
$1.7 Million
0.27% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
2,557
shares
|
$1.7 Million
0.71% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,552
shares
|
$1.7 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Trevian Wealth Management LLC
|
Oct 23, 2025 Q3 2025 |
2,547
shares
|
$1.7 Million
0.91% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,546
shares
|
$1.69 Million
1.11% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
2,546
shares
|
$1.69 Million
0.59% of portfolio
|
Q3 2025
Added 14.17%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
2,540
shares
|
$1.69 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
2,539
shares
|
$1.69 Million
0.71% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Capital Investment Counsel, Inc
|
Jan 23, 2026 Q4 2025 |
2,537
shares
|
$1.69 Million
0.2% of portfolio
|
Q4 2025
Reduced 1.48%
|
|
|
American Capital Management Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
2,535
shares
|
$1.69 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
2,535
shares
|
$1.69 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
2,530
shares
|
$1.68 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
2,527
shares
|
$1.68 Million
0.58% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
2,527
shares
|
$1.68 Million
0.33% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
First Bancorp, Inc
|
Jan 26, 2026 Q4 2025 |
2,524
shares
|
$1.68 Million
0.92% of portfolio
|
Q4 2025
Added 5.12%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,517
shares
|
$1.68 Million
0.27% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
2,517
shares
|
$1.68 Million
0.18% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Riverstone Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
2,516
shares
|
$1.67 Million
0.82% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
2,513
shares
|
$1.67 Million
0.55% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
2,507
shares
|
$1.67 Million
1.0% of portfolio
|
Q3 2025
Added 3586.76%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 12, 2025 Q3 2025 |
2,507
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,505
shares
|
$1.67 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,504
shares
|
$1.67 Million
1.2% of portfolio
|
Q1 2023
Reduced 3.84%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
2,504
shares
|
$1.67 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.07%
|
|