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 |
|---|---|---|---|---|---|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
1,990
shares
|
$1.32 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
1,988
shares
|
$1.32 Million
1.13% of portfolio
|
Q3 2025
Reduced 18.05%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
1,988
shares
|
$1.32 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
1,987
shares
|
$1.32 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
1,985
shares
|
$1.32 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
1,983
shares
|
$1.32 Million
0.2% of portfolio
|
Q4 2025
Added 7.02%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 23, 2026 Q4 2025 |
1,983
shares
|
$1.32 Million
0.47% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,979
shares
|
$1.32 Million
0.34% of portfolio
|
Q1 2024
Reduced 6.39%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
1,978
shares
|
$1.32 Million
0.82% of portfolio
|
Q4 2025
Reduced 5.13%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
1,975
shares
|
$1.31 Million
1.4% of portfolio
|
Q3 2025
Reduced 31.21%
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 12, 2026 Q4 2025 |
1,973
shares
|
$1.31 Million
0.76% of portfolio
|
Q4 2025
Reduced 1.79%
|
|
|
Independent Investors Inc
|
Jan 15, 2026 Q4 2025 |
1,972
shares
|
$1.31 Million
0.25% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,972
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 98.92%
|
|
|
Dara Capital Us, Inc.
Miami, FL |
Jan 23, 2026 Q4 2025 |
1,972
shares
|
$1.31 Million
1.19% of portfolio
|
Q4 2025
New holding
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
1,971
shares
|
$1.31 Million
0.1% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
1,964
shares
|
$1.31 Million
0.32% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jan 16, 2026 Q4 2025 |
1,964
shares
|
$1.31 Million
0.58% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
1,963
shares
|
$1.31 Million
0.79% of portfolio
|
Q3 2025
Added 29.74%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
1,963
shares
|
$1.31 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Chapman Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,962
shares
|
$1.31 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Trust CO Of Tennessee
Knoxville, TN |
Oct 17, 2025 Q3 2025 |
1,961
shares
|
$1.31 Million
0.28% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
1,957
shares
|
$1.3 Million
0.49% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
1,952
shares
|
$1.3 Million
0.36% of portfolio
|
Q3 2025
Reduced 13.67%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
1,951
shares
|
$1.3 Million
0.13% of portfolio
|
Q4 2025
Reduced 6.02%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
1,944
shares
|
$1.29 Million
0.32% of portfolio
|
Q4 2025
Added 11.47%
|
|