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 |
|---|---|---|---|---|---|
|
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%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
1,287
shares
|
$856,717
0.68% of portfolio
|
Q1 2024
Added 2.63%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
1,287
shares
|
$856,717
0.46% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Solitude Financial Services
|
Jan 15, 2026 Q4 2025 |
1,286
shares
|
$856,051
0.28% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Kooman & Associates
Altoona, PA |
Jan 22, 2026 Q4 2025 |
1,286
shares
|
$856,051
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jan 14, 2026 Q4 2025 |
1,284
shares
|
$854,720
0.39% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
1,280
shares
|
$852,057
0.05% of portfolio
|
Q3 2025
Added 39.28%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
1,277
shares
|
$850,060
0.12% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
1,277
shares
|
$850,060
0.43% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
1,275
shares
|
$848,729
0.48% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
1,274
shares
|
$848,063
0.27% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
1,273
shares
|
$847,397
0.28% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
1,272
shares
|
$846,732
0.46% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
1,270
shares
|
$845,400
0.25% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
1,268
shares
|
$844,069
0.42% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
1,267
shares
|
$843,403
0.49% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
1,267
shares
|
$843,403
0.04% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,262
shares
|
$840,075
0.32% of portfolio
|
Q3 2025
Added 33.4%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
1,260
shares
|
$838,744
0.2% of portfolio
|
Q3 2025
Reduced 71.36%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
1,260
shares
|
$838,744
0.07% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
1,259
shares
|
$838,078
0.34% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
1,257
shares
|
$836,747
0.2% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
1,255
shares
|
$835,415
1.2% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Monarch Capital Management Inc
|
Jan 23, 2026 Q4 2025 |
1,252
shares
|
$833,418
0.21% of portfolio
|
Q2 2025
Reduced 1.96%
|
|