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 |
|---|---|---|---|---|---|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
1,065
shares
|
$708,938
0.24% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,064
shares
|
$708,272
0.1% of portfolio
|
Q2 2022
Reduced 16.22%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
1,064
shares
|
$708,272
0.03% of portfolio
|
Q3 2025
Reduced 99.99%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
1,063
shares
|
$707,607
0.21% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
1,062
shares
|
$706,941
0.07% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
1,057
shares
|
$703,613
0.3% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
1,055
shares
|
$702,281
0.26% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Clark Estates Inc
New York, NY |
Nov 10, 2025 Q3 2025 |
1,054
shares
|
$701,616
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
1,053
shares
|
$700,950
0.29% of portfolio
|
Q4 2025
Reduced 35.28%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
1,053
shares
|
$700,950
0.23% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 13, 2026 Q4 2025 |
1,052
shares
|
$700,284
0.2% of portfolio
|
Q4 2025
Reduced 6.57%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
1,051
shares
|
$699,619
0.17% of portfolio
|
Q1 2024
Reduced 26.55%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
1,050
shares
|
$698,953
0.46% of portfolio
|
Q3 2023
Reduced 4.55%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
1,050
shares
|
$698,953
0.29% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 08, 2026 Q4 2025 |
1,049
shares
|
$698,287
0.3% of portfolio
|
Q4 2025
Reduced 5.15%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,048
shares
|
$697,622
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,046
shares
|
$696,290
0.07% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Nov 12, 2025 Q3 2025 |
1,046
shares
|
$696,290
0.31% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
1,046
shares
|
$696,290
0.49% of portfolio
|
Q4 2025
Reduced 9.59%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
1,045
shares
|
$695,625
0.06% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
1,044
shares
|
$694,959
0.11% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
1,043
shares
|
$694,293
0.13% of portfolio
|
Q4 2025
Added 2.56%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
1,042
shares
|
$693,628
0.02% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
James Hambro & Partners
|
Jan 15, 2026 Q4 2025 |
1,040
shares
|
$692,296
0.03% of portfolio
|
Q4 2025
Added 40.92%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
1,040
shares
|
$692,296
0.12% of portfolio
|
Q3 2025
Reduced 14.05%
|
|