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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
1,355
shares
|
$901,982
0.1% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
1,355
shares
|
$901,982
0.25% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
1,354
shares
|
$901,317
0.5% of portfolio
|
Q3 2025
Reduced 21.69%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,353
shares
|
$900,651
0.52% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,348
shares
|
$897,323
0.18% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Stack Financial Management, Inc
|
Nov 03, 2025 Q3 2025 |
1,347
shares
|
$896,657
0.08% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
1,347
shares
|
$896,657
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
1,343
shares
|
$893,994
0.15% of portfolio
|
Q1 2025
Reduced 37.77%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
1,342
shares
|
$893,329
0.1% of portfolio
|
Q3 2025
Reduced 26.22%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
1,342
shares
|
$893,329
0.11% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Canton Hathaway, LLC
|
Jan 21, 2026 Q4 2025 |
1,340
shares
|
$891,997
0.17% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
1,340
shares
|
$891,997
0.15% of portfolio
|
Q3 2025
Added 27.62%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,339
shares
|
$891,332
0.83% of portfolio
|
Q3 2022
Reduced 21.47%
|
|
|
Northland Securities, Inc.
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
1,338
shares
|
$890,666
0.87% of portfolio
|
Q4 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,337
shares
|
$890,000
0.37% of portfolio
|
Q4 2021
Reduced 13.85%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
1,337
shares
|
$890,000
0.21% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Powerhouse Assets LLC
Lincoln, MA |
Jan 15, 2026 Q4 2025 |
1,336
shares
|
$889,335
0.8% of portfolio
|
Q4 2025
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
1,334
shares
|
$888,003
0.18% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
1,334
shares
|
$888,003
0.64% of portfolio
|
Q3 2025
Reduced 13.55%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
1,334
shares
|
$888,003
0.4% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Moseley Investment Management Inc
|
Jan 20, 2026 Q4 2025 |
1,333
shares
|
$887,338
0.29% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
1,331
shares
|
$886,006
0.23% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jan 22, 2026 Q4 2025 |
1,331
shares
|
$886,006
0.19% of portfolio
|
Q4 2025
Added 18.0%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Jan 21, 2026 Q4 2025 |
1,329
shares
|
$884,675
0.45% of portfolio
|
Q4 2025
Added 4.89%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
1,327
shares
|
$883,344
0.2% of portfolio
|
Q3 2025
Added 191.01%
|
|