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 |
|---|---|---|---|---|---|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
2,439
shares
|
$1.62 Million
0.22% of portfolio
|
Q3 2025
Added 34.75%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
2,420
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
2,416
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
2,414
shares
|
$1.61 Million
0.48% of portfolio
|
Q4 2025
Added 2.77%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
2,404
shares
|
$1.6 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,398
shares
|
$1.6 Million
0.2% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
2,393
shares
|
$1.59 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
Nov 05, 2025 Q3 2025 |
2,391
shares
|
$1.59 Million
1.38% of portfolio
|
Q2 2025
Reduced 70.97%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 21, 2026 Q4 2025 |
2,390
shares
|
$1.59 Million
0.28% of portfolio
|
Q4 2025
Reduced 1.12%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
2,388
shares
|
$1.59 Million
0.82% of portfolio
|
Q2 2024
Added 69.96%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
2,385
shares
|
$1.59 Million
0.17% of portfolio
|
Q4 2025
Added 1.84%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 16, 2026 Q4 2025 |
2,381
shares
|
$1.58 Million
0.68% of portfolio
|
Q4 2025
Added 38.03%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
2,381
shares
|
$1.58 Million
0.56% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
2,380
shares
|
$1.58 Million
0.25% of portfolio
|
Q3 2025
Reduced 25.67%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
2,378
shares
|
$1.58 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
2,376
shares
|
$1.58 Million
1.13% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
2,375
shares
|
$1.58 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
2,374
shares
|
$1.58 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
2,374
shares
|
$1.58 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,373
shares
|
$1.58 Million
0.15% of portfolio
|
Q3 2024
Added 148.22%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
2,370
shares
|
$1.58 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 23, 2026 Q4 2025 |
2,368
shares
|
$1.58 Million
0.33% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
2,367
shares
|
$1.58 Million
0.17% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,366
shares
|
$1.57 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
2,365
shares
|
$1.57 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.07%
|
|