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 |
|---|---|---|---|---|---|
|
Bernardo Wealth Planning LLC
|
Jan 23, 2026 Q4 2025 |
2,358
shares
|
$1.57 Million
0.3% of portfolio
|
Q4 2025
Reduced 1.09%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
2,357
shares
|
$1.57 Million
0.88% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
2,348
shares
|
$1.56 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
2,348
shares
|
$1.56 Million
0.32% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
2,341
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
2,339
shares
|
$1.56 Million
0.75% of portfolio
|
Q4 2025
Added 0.82%
|
|
|
First Premier Bank
|
Jan 23, 2026 Q4 2025 |
2,334
shares
|
$1.55 Million
0.36% of portfolio
|
Q4 2025
Reduced 0.85%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Jan 23, 2026 Q4 2025 |
2,334
shares
|
$1.55 Million
1.43% of portfolio
|
Q4 2025
Reduced 2.47%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 15, 2026 Q4 2025 |
2,325
shares
|
$1.55 Million
0.87% of portfolio
|
Q4 2025
Reduced 22.45%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
2,315
shares
|
$1.54 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,314
shares
|
$1.54 Million
0.32% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,310
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2021
Reduced 38.66%
|
|
|
Capital Cs Group, LLC
|
Jan 08, 2026 Q4 2025 |
2,306
shares
|
$1.54 Million
1.42% of portfolio
|
Q4 2025
Added 2.67%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
2,305
shares
|
$1.53 Million
0.71% of portfolio
|
Q4 2025
Reduced 4.44%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
2,304
shares
|
$1.53 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 12, 2026 Q4 2025 |
2,302
shares
|
$1.53 Million
0.5% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
2,300
shares
|
$1.53 Million
0.53% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
2,296
shares
|
$1.53 Million
0.14% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,293
shares
|
$1.53 Million
0.12% of portfolio
|
Q4 2023
Reduced 59.47%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
2,292
shares
|
$1.53 Million
0.23% of portfolio
|
Q4 2025
Reduced 5.29%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
2,287
shares
|
$1.52 Million
0.89% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Jan 13, 2026 Q4 2025 |
2,286
shares
|
$1.52 Million
0.14% of portfolio
|
Q4 2025
Added 4.38%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
2,283
shares
|
$1.52 Million
0.09% of portfolio
|
Q2 2024
Reduced 29.82%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Nov 10, 2025 Q3 2025 |
2,283
shares
|
$1.52 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
2,279
shares
|
$1.52 Million
0.62% of portfolio
|
Q3 2025
Reduced 8.58%
|
|