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 |
|---|---|---|---|---|---|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2026 Q4 2025 |
2,099
shares
|
$1.4 Million
0.97% of portfolio
|
Q4 2025
Reduced 0.99%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
2,098
shares
|
$1.4 Million
0.29% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
2,096
shares
|
$1.4 Million
0.68% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
2,095
shares
|
$1.39 Million
0.35% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
2,091
shares
|
$1.39 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
2,091
shares
|
$1.39 Million
0.34% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
2,090
shares
|
$1.39 Million
0.28% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
2,085
shares
|
$1.39 Million
0.22% of portfolio
|
Q3 2025
Reduced 33.7%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
2,083
shares
|
$1.39 Million
0.26% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
2,078
shares
|
$1.38 Million
0.65% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
2,077
shares
|
$1.38 Million
0.24% of portfolio
|
Q4 2025
Added 12.45%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
2,077
shares
|
$1.38 Million
0.3% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
2,074
shares
|
$1.38 Million
0.19% of portfolio
|
Q4 2025
Added 18.31%
|
|
|
Regency Capital Management Inc.\De
|
Oct 20, 2025 Q3 2025 |
2,072
shares
|
$1.38 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Nov 03, 2025 Q3 2025 |
2,072
shares
|
$1.38 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
2,070
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Added 62.74%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
2,069
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
2,069
shares
|
$1.38 Million
0.76% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
2,069
shares
|
$1.38 Million
0.6% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 23, 2026 Q4 2025 |
2,068
shares
|
$1.38 Million
0.66% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
2,065
shares
|
$1.37 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
2,062
shares
|
$1.37 Million
0.45% of portfolio
|
Q3 2025
Reduced 28.25%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
2,059
shares
|
$1.37 Million
0.29% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
2,058
shares
|
$1.37 Million
0.38% of portfolio
|
Q3 2025
Reduced 34.08%
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
2,057
shares
|
$1.37 Million
3.75% of portfolio
|
Q3 2025
Reduced 50.04%
|
|