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 |
|---|---|---|---|---|---|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
143,122
shares
|
$95.3 Million
16.22% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
142,948
shares
|
$95.2 Million
0.71% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
New York Life Insurance CO
New York, NY |
Nov 04, 2025 Q3 2025 |
142,522
shares
|
$94.9 Million
29.41% of portfolio
|
Q1 2025
Reduced 49.42%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
142,520
shares
|
$94.9 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Jabodon Pt CO
Reno, NV |
Nov 14, 2025 Q3 2025 |
142,368
shares
|
$94.8 Million
99.92% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
142,098
shares
|
$94.6 Million
44.1% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
140,927
shares
|
$93.8 Million
25.8% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
140,798
shares
|
$93.7 Million
28.27% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
140,755
shares
|
$93.7 Million
2.84% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
140,369
shares
|
$93.4 Million
8.88% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 21, 2026 Q4 2025 |
139,053
shares
|
$92.6 Million
47.46% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Mufg Bank, Ltd.
New York, NY |
Nov 07, 2025 Q3 2025 |
138,700
shares
|
$92.3 Million
2.98% of portfolio
|
Q3 2025
Reduced 36.38%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
138,628
shares
|
$92.3 Million
10.01% of portfolio
|
Q1 2023
Added 2926.15%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
138,593
shares
|
$92.3 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
138,363
shares
|
$92.1 Million
3.81% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
138,230
shares
|
$92 Million
6.47% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
137,798
shares
|
$91.7 Million
5.29% of portfolio
|
Q2 2025
Reduced 33.17%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
136,713
shares
|
$91 Million
0.29% of portfolio
|
Q3 2025
Reduced 43.9%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
136,686
shares
|
$91 Million
14.72% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
135,964
shares
|
$90.5 Million
4.78% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
134,967
shares
|
$89.8 Million
1.72% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Nov 10, 2025 Q3 2025 |
134,556
shares
|
$89.6 Million
13.23% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
134,395
shares
|
$89.5 Million
0.81% of portfolio
|
Q3 2025
Added 15.49%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
133,449
shares
|
$88.8 Million
11.12% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
133,082
shares
|
$88.6 Million
2.35% of portfolio
|
Q3 2025
Reduced 1.59%
|
|