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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
2,208
shares
|
$1.47 Million
0.8% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
2,207
shares
|
$1.47 Million
1.03% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Parthenon LLC
|
Jan 22, 2026 Q4 2025 |
2,204
shares
|
$1.47 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
2,202
shares
|
$1.47 Million
0.94% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,200
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
2,199
shares
|
$1.46 Million
0.72% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,198
shares
|
$1.46 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
2,197
shares
|
$1.46 Million
0.14% of portfolio
|
Q4 2025
Reduced 1.13%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
2,197
shares
|
$1.46 Million
0.66% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
2,197
shares
|
$1.46 Million
1.13% of portfolio
|
Q3 2025
Reduced 23.64%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
2,194
shares
|
$1.46 Million
0.12% of portfolio
|
Q3 2025
Added 26.82%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
2,188
shares
|
$1.46 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
2,184
shares
|
$1.45 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
2,179
shares
|
$1.45 Million
0.45% of portfolio
|
Q3 2025
Added 564.33%
|
|
|
Weatherly Asset Management L. P.
|
Jan 15, 2026 Q4 2025 |
2,178
shares
|
$1.45 Million
0.11% of portfolio
|
Q4 2025
Reduced 1.18%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,177
shares
|
$1.45 Million
0.19% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 17, 2025 Q3 2025 |
2,173
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,166
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2025
Added 19.67%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
2,159
shares
|
$1.44 Million
0.4% of portfolio
|
Q3 2025
Added 17.85%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
2,158
shares
|
$1.44 Million
2.45% of portfolio
|
Q3 2025
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
2,156
shares
|
$1.44 Million
0.48% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
2,153
shares
|
$1.43 Million
0.1% of portfolio
|
Q4 2021
Reduced 4.4%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
2,150
shares
|
$1.43 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.42%
|
|