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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,276
shares
|
$1.52 Million
0.09% of portfolio
|
Q2 2023
Added 5.42%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
2,270
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
2,270
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2025
Added 15.35%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
2,266
shares
|
$1.51 Million
0.11% of portfolio
|
Q3 2025
Reduced 17.93%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 20, 2026 Q4 2025 |
2,265
shares
|
$1.51 Million
0.38% of portfolio
|
Q4 2025
Reduced 55.44%
|
|
|
Townsend Asset Management Corp
|
Jan 21, 2026 Q4 2025 |
2,263
shares
|
$1.51 Million
0.54% of portfolio
|
Q4 2025
Reduced 3.33%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
2,262
shares
|
$1.51 Million
3.38% of portfolio
|
Q3 2023
Added 4.29%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Jan 22, 2026 Q4 2025 |
2,255
shares
|
$1.5 Million
0.43% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,252
shares
|
$1.5 Million
0.22% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
2,251
shares
|
$1.5 Million
0.21% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
2,247
shares
|
$1.5 Million
0.96% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
2,242
shares
|
$1.49 Million
1.2% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
2,231
shares
|
$1.49 Million
0.28% of portfolio
|
Q4 2025
Reduced 16.32%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
2,231
shares
|
$1.49 Million
0.18% of portfolio
|
Q3 2025
Reduced 13.02%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
2,229
shares
|
$1.48 Million
0.23% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
2,227
shares
|
$1.48 Million
0.86% of portfolio
|
Q3 2025
Reduced 17.21%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 23, 2026 Q4 2025 |
2,222
shares
|
$1.48 Million
0.23% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
2,217
shares
|
$1.48 Million
0.84% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 23, 2026 Q4 2025 |
2,215
shares
|
$1.47 Million
0.69% of portfolio
|
Q4 2025
Added 17.69%
|
|
|
Natural Investments, LLC
|
Jan 23, 2026 Q4 2025 |
2,213
shares
|
$1.47 Million
0.38% of portfolio
|
Q4 2025
Reduced 16.36%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
2,213
shares
|
$1.47 Million
0.9% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
2,211
shares
|
$1.47 Million
1.51% of portfolio
|
Q3 2023
Added 2.46%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
2,211
shares
|
$1.47 Million
0.42% of portfolio
|
Q4 2024
Added 53.44%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
2,210
shares
|
$1.47 Million
0.27% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,209
shares
|
$1.47 Million
0.31% of portfolio
|
Q2 2024
Reduced 5.84%
|
|