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 |
|---|---|---|---|---|---|
|
Ivc Wealth Advisors LLC
|
Jan 16, 2026 Q4 2025 |
1,134
shares
|
$754,869
0.34% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
1,131
shares
|
$752,872
0.57% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
1,130
shares
|
$752,207
0.21% of portfolio
|
Q4 2025
Added 4.24%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
1,128
shares
|
$750,875
0.51% of portfolio
|
Q4 2025
Added 1.62%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
1,127
shares
|
$750,210
0.61% of portfolio
|
Q3 2025
Reduced 15.33%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,126
shares
|
$749,544
0.67% of portfolio
|
Q2 2025
Reduced 13.52%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
1,125
shares
|
$748,878
0.52% of portfolio
|
Q4 2025
Added 1.44%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
1,124
shares
|
$748,213
0.32% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
1,124
shares
|
$748,213
0.16% of portfolio
|
Q4 2025
Reduced 2.01%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
1,124
shares
|
$748,213
0.48% of portfolio
|
Q3 2023
Added 54.4%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
1,118
shares
|
$744,219
0.32% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 23, 2026 Q4 2025 |
1,117
shares
|
$743,553
0.38% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
1,115
shares
|
$742,222
0.36% of portfolio
|
Q4 2025
Added 113.6%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,114
shares
|
$741,556
0.05% of portfolio
|
Q3 2025
Added 12.64%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
1,114
shares
|
$741,556
0.21% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
1,113
shares
|
$740,890
0.14% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
1,113
shares
|
$740,890
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
1,113
shares
|
$740,890
0.55% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Bath Savings Trust CO
|
Jan 12, 2026 Q4 2025 |
1,111
shares
|
$739,559
0.07% of portfolio
|
Q4 2025
Reduced 1.59%
|
|
|
Sageworth Trust CO Of South Dakota
|
Nov 04, 2025 Q3 2025 |
1,110
shares
|
$738,893
0.74% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
1,109
shares
|
$738,228
0.58% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 23, 2026 Q4 2025 |
1,106
shares
|
$736,231
0.37% of portfolio
|
Q2 2025
Added 134.82%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
1,103
shares
|
$734,234
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
1,102
shares
|
$733,568
0.16% of portfolio
|
Q4 2025
Reduced 11.41%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
1,102
shares
|
$733,568
0.24% of portfolio
|
Q3 2025
Added 0.64%
|
|