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 |
|---|---|---|---|---|---|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2026 Q4 2025 |
1,769
shares
|
$1.18 Million
0.74% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
1,769
shares
|
$1.18 Million
0.92% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
1,768
shares
|
$1.18 Million
0.43% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Unison Asset Management LLC
|
Nov 13, 2025 Q3 2025 |
1,768
shares
|
$1.18 Million
0.55% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,767
shares
|
$1.18 Million
0.18% of portfolio
|
Q3 2025
Reduced 14.51%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,762
shares
|
$1.17 Million
0.52% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,761
shares
|
$1.17 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
1,760
shares
|
$1.17 Million
0.12% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
1,758
shares
|
$1.17 Million
0.25% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,757
shares
|
$1.17 Million
0.34% of portfolio
|
Q1 2024
Added 5.78%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
1,753
shares
|
$1.17 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,747
shares
|
$1.16 Million
0.38% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
1,747
shares
|
$1.16 Million
0.29% of portfolio
|
Q3 2025
Reduced 93.92%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 23, 2026 Q4 2025 |
1,747
shares
|
$1.16 Million
0.62% of portfolio
|
Q4 2025
Added 3.68%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,741
shares
|
$1.16 Million
0.07% of portfolio
|
Q1 2023
Reduced 4.45%
|
|
|
Live Oak Private Wealth LLC
|
Jan 23, 2026 Q4 2025 |
1,735
shares
|
$1.15 Million
0.17% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,735
shares
|
$1.15 Million
0.46% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,722
shares
|
$1.15 Million
0.16% of portfolio
|
Q2 2023
Added 8.85%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jan 12, 2026 Q4 2025 |
1,721
shares
|
$1.15 Million
0.88% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Penbrook Management LLC
|
Jan 06, 2026 Q4 2025 |
1,720
shares
|
$1.14 Million
0.89% of portfolio
|
Q4 2025
Reduced 4.18%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
1,719
shares
|
$1.14 Million
0.47% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
1,718
shares
|
$1.14 Million
0.32% of portfolio
|
Q3 2025
Added 38.88%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
1,714
shares
|
$1.14 Million
0.16% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
1,706
shares
|
$1.14 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
1,705
shares
|
$1.13 Million
0.1% of portfolio
|
Q4 2025
Added 109.72%
|
|