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 |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
1,548
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Aaf Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,545
shares
|
$1.03 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,544
shares
|
$1.03 Million
0.36% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
1,541
shares
|
$1.03 Million
0.19% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
1,538
shares
|
$1.02 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
1,536
shares
|
$1.02 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,536
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
1,536
shares
|
$1.02 Million
0.79% of portfolio
|
Q3 2025
Added 20.94%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
1,532
shares
|
$1.02 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
1,528
shares
|
$1.02 Million
0.29% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Retirement Solution Inc.
|
Nov 04, 2025 Q3 2025 |
1,526
shares
|
$1.02 Million
0.62% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Kidder Stephen W
|
Nov 07, 2025 Q3 2025 |
1,525
shares
|
$1.02 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,515
shares
|
$1.01 Million
0.33% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,511
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Bosman Wealth Management, LLC
Redlands, CA |
Oct 27, 2025 Q3 2025 |
1,511
shares
|
$1.01 Million
0.78% of portfolio
|
Q3 2025
Added 77.56%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
1,506
shares
|
$1 Million
0.52% of portfolio
|
Q3 2025
Reduced 15.3%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jan 13, 2026 Q4 2025 |
1,505
shares
|
$1 Million
0.93% of portfolio
|
Q1 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
1,504
shares
|
$1 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
1,502
shares
|
$999,836
0.14% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
1,501
shares
|
$999,170
0.23% of portfolio
|
Q4 2025
Added 1.69%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,501
shares
|
$999,170
0.02% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
1,501
shares
|
$999,170
0.58% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
1,500
shares
|
$998,504
0.24% of portfolio
|
Q4 2025
Reduced 25.0%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
1,500
shares
|
$998,504
0.69% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
1,499
shares
|
$997,839
0.16% of portfolio
|
Q3 2025
Added 4.39%
|
|