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 |
|---|---|---|---|---|---|
|
Gouws Capital LLC
|
Oct 30, 2025 Q3 2025 |
2,500
shares
|
$1.66 Million
0.92% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$1.66 Million
0.22% of portfolio
|
Q3 2025
Reduced 84.14%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
2,496
shares
|
$1.66 Million
0.29% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Jan 23, 2026 Q4 2025 |
2,493
shares
|
$1.66 Million
0.66% of portfolio
|
Q4 2025
Reduced 11.06%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
2,491
shares
|
$1.66 Million
0.76% of portfolio
|
Q3 2025
Added 16.89%
|
|
|
Trinity Legacy Partners, LLC
|
Jan 26, 2026 Q4 2025 |
2,490
shares
|
$1.66 Million
0.37% of portfolio
|
Q4 2025
Reduced 2.85%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
2,489
shares
|
$1.66 Million
0.18% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
2,487
shares
|
$1.66 Million
0.67% of portfolio
|
Q4 2025
Added 2.6%
|
|
|
Investment Advisory Group, LLC
|
Jan 23, 2026 Q4 2025 |
2,485
shares
|
$1.65 Million
0.45% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Hudson Value Partners, LLC
|
Oct 30, 2025 Q3 2025 |
2,480
shares
|
$1.65 Million
0.51% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Jan 21, 2026 Q4 2025 |
2,477
shares
|
$1.65 Million
0.14% of portfolio
|
Q4 2025
Added 2.48%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 17, 2025 Q3 2025 |
2,474
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
2,472
shares
|
$1.65 Million
0.41% of portfolio
|
Q3 2023
Added 4.13%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
2,470
shares
|
$1.64 Million
7.11% of portfolio
|
Q3 2025
Reduced 53.15%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,467
shares
|
$1.64 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
2,461
shares
|
$1.64 Million
1.34% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
2,460
shares
|
$1.64 Million
0.44% of portfolio
|
Q3 2025
Added 67.92%
|
|
|
Cane Capital Partners, LLC
St Francisville, LA |
Jan 21, 2026 Q4 2025 |
2,460
shares
|
$1.64 Million
0.66% of portfolio
|
Q4 2025
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
2,456
shares
|
$1.63 Million
0.15% of portfolio
|
Q3 2025
Reduced 25.44%
|
|
|
Hemenway Trust CO LLC
|
Nov 07, 2025 Q3 2025 |
2,454
shares
|
$1.63 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
2,453
shares
|
$1.63 Million
0.73% of portfolio
|
Q3 2025
Added 16.81%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
2,451
shares
|
$1.63 Million
2.9% of portfolio
|
Q3 2025
Reduced 13.88%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
2,449
shares
|
$1.63 Million
0.39% of portfolio
|
Q4 2025
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
2,445
shares
|
$1.63 Million
0.76% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Miramar Capital, LLC
|
Nov 12, 2025 Q3 2025 |
2,442
shares
|
$1.63 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.02%
|
|