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 |
|---|---|---|---|---|---|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
1,177
shares
|
$783,493
0.27% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Rezny Wealth Management, Inc.
|
Oct 22, 2025 Q3 2025 |
1,176
shares
|
$782,827
0.16% of portfolio
|
Q1 2025
Added 17.48%
|
|
|
Impac Tfolio, LLC
|
Jan 07, 2026 Q4 2025 |
1,175
shares
|
$782,162
0.33% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 20, 2026 Q4 2025 |
1,175
shares
|
$782,162
0.09% of portfolio
|
Q1 2025
Added 195.97%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
1,173
shares
|
$780,830
0.68% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
1,171
shares
|
$779,499
0.8% of portfolio
|
Q4 2025
Reduced 2.9%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
1,167
shares
|
$776,836
0.14% of portfolio
|
Q3 2025
Reduced 34.07%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
1,165
shares
|
$775,505
0.26% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Oct 29, 2025 Q3 2025 |
1,164
shares
|
$774,839
0.31% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Jan 15, 2026 Q4 2025 |
1,163
shares
|
$774,174
0.29% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
1,161
shares
|
$772,842
0.36% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
1,160
shares
|
$772,177
0.31% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
1,159
shares
|
$771,511
0.75% of portfolio
|
Q4 2025
Reduced 91.4%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
1,157
shares
|
$770,180
0.25% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,156
shares
|
$769,514
0.25% of portfolio
|
Q1 2024
Added 13.89%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
1,154
shares
|
$768,183
0.53% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
1,150
shares
|
$765,520
0.51% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Paller Financial Services Inc
Centennial, CO |
Jan 15, 2026 Q4 2025 |
1,149
shares
|
$764,854
0.63% of portfolio
|
Q4 2025
New holding
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,147
shares
|
$763,523
0.21% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Oct 30, 2025 Q3 2025 |
1,146
shares
|
$762,857
0.33% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
1,145
shares
|
$762,192
0.11% of portfolio
|
Q3 2023
Reduced 98.65%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
1,142
shares
|
$760,195
0.28% of portfolio
|
Q3 2025
Reduced 18.19%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
1,141
shares
|
$759,529
0.12% of portfolio
|
Q4 2025
Added 19.6%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
1,138
shares
|
$757,532
0.14% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
1,135
shares
|
$755,535
0.65% of portfolio
|
Q2 2025
Reduced 5.87%
|
|