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 |
|---|---|---|---|---|---|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
1,499
shares
|
$997,839
0.2% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Jb Capital LLC
|
Jan 20, 2026 Q4 2025 |
1,499
shares
|
$997,839
0.05% of portfolio
|
Q4 2025
Added 23.68%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
1,499
shares
|
$997,839
0.14% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
1,492
shares
|
$993,179
0.34% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
1,491
shares
|
$992,513
0.13% of portfolio
|
Q3 2025
Added 58.79%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,489
shares
|
$991,182
0.11% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Newton One Investments LLC
|
Jan 22, 2026 Q4 2025 |
1,488
shares
|
$990,516
0.3% of portfolio
|
Q4 2025
Reduced 3.81%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
1,486
shares
|
$989,185
0.06% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
1,485
shares
|
$988,519
0.03% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
1,483
shares
|
$987,188
0.35% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
1,483
shares
|
$987,188
0.48% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,483
shares
|
$987,188
0.1% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,481
shares
|
$985,857
0.18% of portfolio
|
Q1 2023
Reduced 32.59%
|
|
|
Fenimore Asset Management Inc
|
Oct 20, 2025 Q3 2025 |
1,477
shares
|
$983,194
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
1,474
shares
|
$981,197
0.47% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Front Street Capital Management, Inc.
|
Nov 14, 2025 Q3 2025 |
1,472
shares
|
$979,866
0.15% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Silver Lake Advisory, LLC
|
Jan 08, 2026 Q4 2025 |
1,471
shares
|
$979,200
0.38% of portfolio
|
Q4 2025
Added 22.89%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 08, 2026 Q4 2025 |
1,471
shares
|
$979,200
0.39% of portfolio
|
Q4 2025
New holding
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,470
shares
|
$978,534
0.55% of portfolio
|
Q4 2022
Reduced 36.61%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,468
shares
|
$977,203
0.04% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,468
shares
|
$977,203
0.3% of portfolio
|
Q3 2025
Reduced 36.78%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,464
shares
|
$974,540
0.55% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
1,464
shares
|
$974,540
0.29% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
1,464
shares
|
$974,540
0.71% of portfolio
|
Q4 2025
Reduced 1.21%
|
|
|
Center For Asset Management LLC
|
Jan 21, 2026 Q4 2025 |
1,463
shares
|
$973,875
0.51% of portfolio
|
Q4 2025
Added 16.3%
|
|