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 |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
1,246
shares
|
$829,424
0.28% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
1,245
shares
|
$828,759
0.45% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
1,245
shares
|
$828,759
0.26% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Walker Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
1,242
shares
|
$826,762
0.5% of portfolio
|
Q4 2025
Reduced 1.58%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
1,242
shares
|
$826,762
0.27% of portfolio
|
Q4 2025
Added 104.61%
|
|
|
Ht Partners LLC
|
Jan 21, 2026 Q4 2025 |
1,241
shares
|
$826,096
0.25% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
1,241
shares
|
$826,096
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
North Point Portfolio Managers Corp
|
Oct 23, 2025 Q3 2025 |
1,240
shares
|
$825,430
0.15% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
1,239
shares
|
$824,765
0.81% of portfolio
|
Q3 2025
Reduced 81.26%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
1,239
shares
|
$824,765
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,237
shares
|
$823,433
0.42% of portfolio
|
Q3 2025
Added 53.66%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 21, 2026 Q4 2025 |
1,234
shares
|
$821,436
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
1,233
shares
|
$820,771
0.06% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
1,233
shares
|
$820,771
2.36% of portfolio
|
Q1 2022
Added 927.5%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
1,229
shares
|
$818,108
0.22% of portfolio
|
Q4 2025
Added 1.65%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
1,224
shares
|
$814,780
0.38% of portfolio
|
Q3 2025
Added 15.69%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,220
shares
|
$812,117
0.53% of portfolio
|
Q4 2024
Reduced 85.41%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
1,215
shares
|
$808,789
0.94% of portfolio
|
Q3 2025
Added 74.07%
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
1,213
shares
|
$807,457
0.32% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
1,213
shares
|
$807,457
0.34% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
1,212
shares
|
$806,792
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
1,210
shares
|
$805,460
0.23% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 22, 2026 Q4 2025 |
1,209
shares
|
$804,795
0.63% of portfolio
|
Q4 2025
Added 2.03%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
1,207
shares
|
$803,463
0.2% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 07, 2025 Q3 2025 |
1,204
shares
|
$801,466
0.66% of portfolio
|
Q3 2025
Added 32.75%
|
|