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 |
|---|---|---|---|---|---|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 15, 2026 Q4 2025 |
2,046
shares
|
$1.36 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
2,044
shares
|
$1.36 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Wiser Wealth Management, Inc
|
Jan 12, 2026 Q4 2025 |
2,036
shares
|
$1.36 Million
0.31% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Lincoln Capital Corp
|
Jan 22, 2026 Q4 2025 |
2,027
shares
|
$1.35 Million
0.54% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
2,027
shares
|
$1.35 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 09, 2026 Q4 2025 |
2,024
shares
|
$1.35 Million
0.34% of portfolio
|
Q4 2025
Reduced 78.65%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
2,022
shares
|
$1.35 Million
0.18% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jan 20, 2026 Q4 2025 |
2,019
shares
|
$1.34 Million
1.07% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
2,017
shares
|
$1.34 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
2,015
shares
|
$1.34 Million
0.91% of portfolio
|
Q4 2025
Added 1.66%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
2,012
shares
|
$1.34 Million
0.34% of portfolio
|
Q3 2025
Added 36.31%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,008
shares
|
$1.34 Million
0.22% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,008
shares
|
$1.34 Million
1.25% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
2,005
shares
|
$1.33 Million
0.77% of portfolio
|
Q4 2025
New holding
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Jan 20, 2026 Q4 2025 |
2,003
shares
|
$1.33 Million
0.74% of portfolio
|
Q4 2025
Added 3.67%
|
|
|
Ti Trust, Inc
|
Jan 22, 2026 Q4 2025 |
2,002
shares
|
$1.33 Million
0.84% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,001
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.51%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 23, 2026 Q4 2025 |
2,000
shares
|
$1.33 Million
0.81% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$1.33 Million
0.85% of portfolio
|
Q2 2024
Added 25.79%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 23, 2026 Q4 2025 |
2,000
shares
|
$1.33 Million
0.9% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
2,000
shares
|
$1.33 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Oct 06, 2025 Q3 2025 |
1,995
shares
|
$1.33 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
1,995
shares
|
$1.33 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
1,993
shares
|
$1.33 Million
0.62% of portfolio
|
Q3 2025
Reduced 24.62%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
1,991
shares
|
$1.33 Million
0.52% of portfolio
|
Q3 2025
Added 6.13%
|
|