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 |
|---|---|---|---|---|---|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
1,463
shares
|
$973,875
0.37% of portfolio
|
Q4 2025
Added 1.95%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
1,456
shares
|
$969,215
0.39% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,455
shares
|
$968,549
0.64% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,453
shares
|
$967,218
0.57% of portfolio
|
Q3 2024
Reduced 94.06%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
1,450
shares
|
$965,221
0.19% of portfolio
|
Q4 2025
Added 12.58%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
1,450
shares
|
$965,221
0.76% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
1,449
shares
|
$964,555
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
1,448
shares
|
$963,890
0.36% of portfolio
|
Q4 2025
Added 2.62%
|
|
|
J2 Capital Management Inc
|
Jan 20, 2026 Q4 2025 |
1,445
shares
|
$961,893
0.74% of portfolio
|
Q4 2025
Reduced 2.5%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,444
shares
|
$961,227
0.18% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 09, 2026 Q4 2025 |
1,444
shares
|
$961,227
0.44% of portfolio
|
Q4 2025
Reduced 1.03%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
1,444
shares
|
$961,227
0.51% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
1,443
shares
|
$960,561
0.56% of portfolio
|
Q3 2025
Added 36.52%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
1,440
shares
|
$958,564
0.5% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
1,438
shares
|
$957,233
0.25% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
1,438
shares
|
$957,233
0.25% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
1,438
shares
|
$957,233
0.54% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2026 Q4 2025 |
1,437
shares
|
$956,567
0.31% of portfolio
|
Q4 2025
Reduced 10.3%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
1,437
shares
|
$956,567
0.14% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 23, 2026 Q4 2025 |
1,437
shares
|
$956,567
0.74% of portfolio
|
Q4 2025
Reduced 15.62%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2025 Q3 2025 |
1,435
shares
|
$955,236
0.23% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
1,435
shares
|
$955,236
0.44% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,432
shares
|
$953,239
0.25% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
1,429
shares
|
$951,242
0.51% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
1,428
shares
|
$950,576
0.37% of portfolio
|
Q3 2025
Reduced 2.79%
|
|