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 |
|---|---|---|---|---|---|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,647
shares
|
$1.1 Million
0.2% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,646
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
1,644
shares
|
$1.09 Million
1.79% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
1,641
shares
|
$1.09 Million
1.15% of portfolio
|
Q4 2023
Reduced 33.08%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
1,640
shares
|
$1.09 Million
0.34% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
1,638
shares
|
$1.09 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
1,636
shares
|
$1.09 Million
0.61% of portfolio
|
Q1 2024
Reduced 69.14%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
1,627
shares
|
$1.08 Million
0.11% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
|
Alamar Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,624
shares
|
$1.08 Million
0.59% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
1,615
shares
|
$1.08 Million
0.46% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
1,615
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
1,609
shares
|
$1.07 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,607
shares
|
$1.07 Million
0.57% of portfolio
|
Q2 2023
Added 11.75%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,607
shares
|
$1.07 Million
0.15% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
1,607
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2025
Added 24.19%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
1,607
shares
|
$1.07 Million
0.98% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 17, 2025 Q3 2025 |
1,607
shares
|
$1.07 Million
0.49% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 14, 2026 Q4 2025 |
1,603
shares
|
$1.07 Million
0.12% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
1,603
shares
|
$1.07 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
1,602
shares
|
$1.07 Million
0.9% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jan 23, 2026 Q4 2025 |
1,597
shares
|
$1.06 Million
0.51% of portfolio
|
Q4 2025
Reduced 8.06%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,596
shares
|
$1.06 Million
0.37% of portfolio
|
Q2 2025
Reduced 99.14%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
1,596
shares
|
$1.06 Million
0.67% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
1,595
shares
|
$1.06 Million
0.63% of portfolio
|
Q4 2025
Reduced 3.86%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Jan 21, 2026 Q4 2025 |
1,595
shares
|
$1.06 Million
0.61% of portfolio
|
Q4 2025
New holding
|
|