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 |
|---|---|---|---|---|---|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
1,426
shares
|
$949,245
0.85% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Jan 23, 2026 Q4 2025 |
1,426
shares
|
$949,245
0.37% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,423
shares
|
$947,248
0.72% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
1,422
shares
|
$946,582
0.62% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
1,420
shares
|
$945,251
0.56% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
1,419
shares
|
$944,585
1.05% of portfolio
|
Q3 2025
Reduced 55.84%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
1,418
shares
|
$943,920
0.36% of portfolio
|
Q3 2025
Added 60.05%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
1,416
shares
|
$942,588
0.29% of portfolio
|
Q4 2025
Added 12.03%
|
|
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
Jan 15, 2026 Q4 2025 |
1,416
shares
|
$942,588
0.56% of portfolio
|
Q4 2025
New holding
|
|
|
Dash Acquisitions Inc.
|
Oct 30, 2025 Q3 2025 |
1,414
shares
|
$941,257
0.19% of portfolio
|
Q3 2025
Added 176.17%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
1,414
shares
|
$941,257
0.3% of portfolio
|
Q2 2022
New holding
|
|
|
Clarus Group, Inc.
|
Jan 16, 2026 Q4 2025 |
1,413
shares
|
$940,591
0.36% of portfolio
|
Q4 2025
Reduced 8.07%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
1,411
shares
|
$939,260
0.35% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
1,410
shares
|
$938,594
0.14% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
1,409
shares
|
$937,929
0.28% of portfolio
|
Q3 2025
Reduced 11.99%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
1,406
shares
|
$935,932
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
1,404
shares
|
$934,600
0.41% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,403
shares
|
$933,935
0.32% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
1,403
shares
|
$933,935
0.28% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
1,400
shares
|
$931,938
0.4% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Sfm, LLC
Manchester, NH |
Jan 22, 2026 Q4 2025 |
1,398
shares
|
$930,606
0.56% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Martin Capital Advisors, LLP
|
Oct 15, 2025 Q3 2025 |
1,397
shares
|
$929,940
0.59% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
1,395
shares
|
$928,609
0.61% of portfolio
|
Q3 2025
Reduced 24.14%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,392
shares
|
$926,612
0.37% of portfolio
|
Q4 2024
Added 63.38%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
1,392
shares
|
$926,612
1.15% of portfolio
|
Q3 2025
Reduced 92.6%
|
|