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 |
|---|---|---|---|---|---|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
1,102
shares
|
$733,568
0.42% of portfolio
|
Q4 2025
Added 38.62%
|
|
|
Elite Life Management LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
1,101
shares
|
$732,902
1.49% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
1,100
shares
|
$732,237
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
1,100
shares
|
$732,237
0.26% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
1,099
shares
|
$731,571
0.68% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
1,098
shares
|
$730,905
0.29% of portfolio
|
Q1 2024
Added 4.08%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
1,096
shares
|
$729,574
0.21% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
1,095
shares
|
$728,908
0.12% of portfolio
|
Q4 2025
Reduced 1.08%
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
1,095
shares
|
$728,908
0.5% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,091
shares
|
$726,245
0.11% of portfolio
|
Q3 2025
Added 15.21%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
1,090
shares
|
$725,580
0.13% of portfolio
|
Q3 2025
Reduced 40.76%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,085
shares
|
$722,251
0.3% of portfolio
|
Q1 2024
Reduced 8.05%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 23, 2026 Q4 2025 |
1,085
shares
|
$722,251
0.12% of portfolio
|
Q4 2025
Added 140.04%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
1,081
shares
|
$719,589
0.38% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
1,077
shares
|
$716,926
0.42% of portfolio
|
Q4 2025
Added 12.77%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jan 20, 2026 Q4 2025 |
1,076
shares
|
$716,260
0.1% of portfolio
|
Q1 2025
Reduced 35.76%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 20, 2026 Q4 2025 |
1,074
shares
|
$714,929
0.31% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
1,073
shares
|
$714,263
0.52% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
1,071
shares
|
$712,932
0.14% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,071
shares
|
$712,932
0.73% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
1,068
shares
|
$710,935
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
1,067
shares
|
$710,269
0.25% of portfolio
|
Q2 2025
Reduced 88.36%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
1,066
shares
|
$709,604
0.25% of portfolio
|
Q4 2025
Added 7.89%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,066
shares
|
$709,604
0.09% of portfolio
|
Q4 2025
Reduced 22.7%
|
|
|
Schaeffer Financial LLC
|
Nov 03, 2025 Q3 2025 |
1,066
shares
|
$709,604
0.64% of portfolio
|
Q1 2025
Reduced 27.09%
|
|