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 |
|---|---|---|---|---|---|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
161,673
shares
|
$108 Million
19.05% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
158,968
shares
|
$106 Million
1.73% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
158,437
shares
|
$105 Million
0.08% of portfolio
|
Q1 2024
Reduced 68.67%
|
|
|
Valiant Capital Management, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
154,502
shares
|
$103 Million
9.58% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
154,414
shares
|
$103 Million
2.09% of portfolio
|
Q3 2025
Added 24.77%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
154,283
shares
|
$103 Million
0.05% of portfolio
|
Q3 2025
Added 54.08%
|
|
|
Cvs Health Corp
Woonsocket, RI |
Oct 31, 2025 Q3 2025 |
153,891
shares
|
$102 Million
99.64% of portfolio
|
Q3 2025
Reduced 50.02%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 15, 2026 Q4 2025 |
153,413
shares
|
$102 Million
13.68% of portfolio
|
Q4 2025
Reduced 2.82%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
151,842
shares
|
$101 Million
31.15% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Nov 13, 2025 Q3 2025 |
151,476
shares
|
$101 Million
15.39% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
151,309
shares
|
$101 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
151,015
shares
|
$101 Million
21.0% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
150,627
shares
|
$100 Million
1.73% of portfolio
|
Q1 2023
Reduced 0.69%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 22, 2026 Q4 2025 |
148,224
shares
|
$98.7 Million
31.11% of portfolio
|
Q4 2025
Reduced 4.02%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
148,134
shares
|
$98.6 Million
16.86% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2026 Q4 2025 |
147,952
shares
|
$98.5 Million
6.38% of portfolio
|
Q4 2025
Reduced 0.33%
|
|
|
Ramsey Quantitative Systems
Louisville, KY |
Jan 13, 2026 Q4 2025 |
147,603
shares
|
$98.3 Million
92.27% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
146,865
shares
|
$97.8 Million
1.37% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
146,654
shares
|
$97.6 Million
1.01% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
146,300
shares
|
$97.4 Million
4.52% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
146,138
shares
|
$97.3 Million
1.23% of portfolio
|
Q4 2025
Reduced 9.5%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
145,005
shares
|
$96.5 Million
1.61% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
144,894
shares
|
$96.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 54.15%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
143,693
shares
|
$95.7 Million
6.18% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
143,154
shares
|
$95.3 Million
0.09% of portfolio
|
Q4 2025
Added 0.14%
|
|