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 |
|---|---|---|---|---|---|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,882
shares
|
$1.25 Million
0.12% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,882
shares
|
$1.25 Million
0.8% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
1,877
shares
|
$1.25 Million
0.35% of portfolio
|
Q3 2025
Reduced 98.02%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
1,875
shares
|
$1.25 Million
0.74% of portfolio
|
Q4 2021
Reduced 1.32%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
1,875
shares
|
$1.25 Million
0.65% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
1,874
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.34%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,871
shares
|
$1.25 Million
0.39% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
1,863
shares
|
$1.24 Million
0.14% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
1,862
shares
|
$1.24 Million
0.3% of portfolio
|
Q3 2025
Added 25.9%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,860
shares
|
$1.24 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,860
shares
|
$1.24 Million
0.19% of portfolio
|
Q3 2025
Added 77.14%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,855
shares
|
$1.23 Million
0.5% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
1,854
shares
|
$1.23 Million
0.71% of portfolio
|
Q2 2025
Added 25.78%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
1,850
shares
|
$1.23 Million
0.28% of portfolio
|
Q2 2025
Reduced 71.58%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,844
shares
|
$1.23 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
1,843
shares
|
$1.23 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
1,842
shares
|
$1.23 Million
0.11% of portfolio
|
Q3 2025
Added 12.66%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
1,842
shares
|
$1.23 Million
0.41% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
1,840
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2025
Added 6.79%
|
|
|
Valicenti Advisory Services Inc
|
Jan 16, 2026 Q4 2025 |
1,838
shares
|
$1.22 Million
0.26% of portfolio
|
Q4 2025
Added 4.49%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
1,836
shares
|
$1.22 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
1,834
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
1,828
shares
|
$1.22 Million
0.13% of portfolio
|
Q3 2025
Reduced 22.77%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
1,826
shares
|
$1.22 Million
0.55% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
1,825
shares
|
$1.21 Million
0.16% of portfolio
|
Q3 2025
Added 0.39%
|
|