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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
1,943
shares
|
$1.29 Million
0.62% of portfolio
|
Q2 2022
Added 61.38%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 20, 2026 Q4 2025 |
1,935
shares
|
$1.29 Million
0.53% of portfolio
|
Q4 2025
Added 23.64%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
1,934
shares
|
$1.29 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Landaas & CO
Milwaukee, WI |
Jan 21, 2026 Q4 2025 |
1,930
shares
|
$1.28 Million
0.3% of portfolio
|
Q4 2024
Added 85.93%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
1,926
shares
|
$1.28 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
1,921
shares
|
$1.28 Million
0.74% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,917
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2025
Reduced 56.55%
|
|
|
Todd Asset Management LLC
|
Nov 07, 2025 Q3 2025 |
1,915
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 35.85%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2026 Q4 2025 |
1,915
shares
|
$1.27 Million
0.07% of portfolio
|
Q4 2025
Added 234.79%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Jan 23, 2026 Q4 2025 |
1,913
shares
|
$1.27 Million
0.9% of portfolio
|
Q4 2025
Reduced 3.72%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
1,911
shares
|
$1.27 Million
0.22% of portfolio
|
Q4 2025
Added 5.87%
|
|
|
Compass Capital Management, Inc
|
Nov 13, 2025 Q3 2025 |
1,910
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2025
Added 119.54%
|
|
|
Sterling Manor Financial, LLC
|
Jan 07, 2026 Q4 2025 |
1,909
shares
|
$1.27 Million
0.97% of portfolio
|
Q4 2025
Reduced 1.6%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
1,904
shares
|
$1.27 Million
0.68% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Ckw Financial Group
|
Jan 23, 2026 Q4 2025 |
1,904
shares
|
$1.27 Million
0.14% of portfolio
|
Q4 2025
Added 5.66%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
1,904
shares
|
$1.27 Million
0.16% of portfolio
|
Q2 2025
Reduced 24.65%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
1,902
shares
|
$1.27 Million
0.92% of portfolio
|
Q1 2024
Reduced 3.79%
|
|
|
Scratch Capital LLC
Boise, ID |
Jan 12, 2026 Q4 2025 |
1,900
shares
|
$1.26 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,896
shares
|
$1.26 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
1,895
shares
|
$1.26 Million
0.54% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
1,894
shares
|
$1.26 Million
0.23% of portfolio
|
Q2 2025
Added 851.76%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,892
shares
|
$1.26 Million
0.34% of portfolio
|
Q1 2024
Reduced 54.82%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,892
shares
|
$1.26 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.51%
|
|