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 |
|---|---|---|---|---|---|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
1,325
shares
|
$882,012
0.11% of portfolio
|
Q4 2025
Reduced 1.85%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 20, 2026 Q4 2025 |
1,325
shares
|
$882,012
0.8% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Phraction Management LLC
Stamford, CT |
Oct 09, 2025 Q3 2025 |
1,324
shares
|
$881,347
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
1,324
shares
|
$881,347
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
1,323
shares
|
$880,681
0.2% of portfolio
|
Q4 2025
Reduced 41.43%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,322
shares
|
$880,015
0.33% of portfolio
|
Q3 2021
Reduced 6.04%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
1,321
shares
|
$879,350
0.09% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
1,310
shares
|
$872,027
0.44% of portfolio
|
Q1 2025
Reduced 35.94%
|
|
|
Monument Capital Management
|
Jan 23, 2026 Q4 2025 |
1,309
shares
|
$871,362
0.22% of portfolio
|
Q4 2025
Reduced 1.65%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2025 Q3 2025 |
1,306
shares
|
$869,365
0.27% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Polaris Investment Advisors, LLC
Framingham, MA |
Jan 15, 2026 Q4 2025 |
1,306
shares
|
$869,365
0.64% of portfolio
|
Q4 2025
New holding
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
1,304
shares
|
$868,033
0.43% of portfolio
|
Q3 2025
Added 15.09%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 22, 2026 Q4 2025 |
1,304
shares
|
$868,033
0.18% of portfolio
|
Q4 2025
Added 8.31%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
1,304
shares
|
$868,033
0.25% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Cooke Wealth Management, LLC
Irvine, CA |
Jan 20, 2026 Q4 2025 |
1,302
shares
|
$866,702
0.78% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Counselors Inc
|
Nov 06, 2025 Q3 2025 |
1,301
shares
|
$866,036
1.15% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
1,298
shares
|
$864,039
0.12% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 22, 2026 Q4 2025 |
1,298
shares
|
$864,039
0.67% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
1,295
shares
|
$862,042
0.13% of portfolio
|
Q4 2025
Added 9.65%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
1,294
shares
|
$861,376
0.01% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
1,293
shares
|
$860,711
0.19% of portfolio
|
Q3 2025
Reduced 14.77%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
1,290
shares
|
$858,714
0.57% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Shrier Wealth Management, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
1,290
shares
|
$858,714
0.35% of portfolio
|
Q4 2025
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,288
shares
|
$857,382
0.42% of portfolio
|
Q4 2022
Added 2.47%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
1,288
shares
|
$857,382
0.29% of portfolio
|
Q3 2025
Added 28.93%
|
|