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 |
|---|---|---|---|---|---|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
1,823
shares
|
$1.21 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,820
shares
|
$1.21 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 05, 2026 Q4 2025 |
1,816
shares
|
$1.21 Million
0.51% of portfolio
|
Q4 2025
Reduced 2.16%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,815
shares
|
$1.21 Million
0.42% of portfolio
|
Q3 2025
Added 20.44%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,812
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2023
Added 8.7%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Jan 22, 2026 Q4 2025 |
1,812
shares
|
$1.21 Million
0.71% of portfolio
|
Q4 2025
Added 0.72%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 10, 2025 Q3 2025 |
1,812
shares
|
$1.21 Million
0.14% of portfolio
|
Q2 2025
Added 19.68%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 12, 2026 Q4 2025 |
1,812
shares
|
$1.21 Million
0.52% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
1,810
shares
|
$1.2 Million
1.07% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
1,808
shares
|
$1.2 Million
0.47% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,808
shares
|
$1.2 Million
0.97% of portfolio
|
Q4 2024
Reduced 32.94%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
1,808
shares
|
$1.2 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Jan 20, 2026 Q4 2025 |
1,807
shares
|
$1.2 Million
0.77% of portfolio
|
Q4 2025
Added 2.26%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,803
shares
|
$1.2 Million
0.73% of portfolio
|
Q3 2025
Reduced 22.92%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 20, 2026 Q4 2025 |
1,800
shares
|
$1.2 Million
0.66% of portfolio
|
Q4 2025
Reduced 1.75%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
1,798
shares
|
$1.2 Million
0.39% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
1,795
shares
|
$1.19 Million
0.18% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jan 20, 2026 Q4 2025 |
1,794
shares
|
$1.19 Million
0.45% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,793
shares
|
$1.19 Million
0.11% of portfolio
|
Q3 2025
Added 35.32%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,790
shares
|
$1.19 Million
0.06% of portfolio
|
Q2 2023
Added 4.74%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
1,786
shares
|
$1.19 Million
0.56% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,781
shares
|
$1.19 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
1,780
shares
|
$1.18 Million
0.58% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
1,777
shares
|
$1.18 Million
0.4% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
1,775
shares
|
$1.18 Million
0.69% of portfolio
|
Q3 2025
Added 0.28%
|
|