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 |
|---|---|---|---|---|---|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,039
shares
|
$691,631
0.73% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Terra Nova Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
1,039
shares
|
$691,631
0.5% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,037
shares
|
$690,299
0.31% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
1,037
shares
|
$690,299
0.46% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
1,037
shares
|
$690,299
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
1,036
shares
|
$689,634
0.03% of portfolio
|
Q4 2025
Added 5.07%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
1,035
shares
|
$688,968
0.15% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,035
shares
|
$688,968
0.3% of portfolio
|
Q2 2022
Reduced 91.86%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
1,034
shares
|
$688,302
0.23% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Jan 20, 2026 Q4 2025 |
1,034
shares
|
$688,302
0.25% of portfolio
|
Q4 2025
Reduced 1.05%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,033
shares
|
$687,637
0.08% of portfolio
|
Q4 2025
Added 5.09%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,030
shares
|
$685,640
1.02% of portfolio
|
Q3 2022
New holding
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
1,029
shares
|
$684,974
0.22% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
1,029
shares
|
$684,974
0.27% of portfolio
|
Q3 2025
Reduced 27.02%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
1,028
shares
|
$684,308
0.43% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Jmac Enterprises LLC
|
Jan 21, 2026 Q4 2025 |
1,027
shares
|
$683,643
0.13% of portfolio
|
Q4 2025
Reduced 2.0%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
1,027
shares
|
$683,643
0.12% of portfolio
|
Q3 2025
Added 19.56%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
1,026
shares
|
$682,977
0.17% of portfolio
|
Q4 2025
Added 1.68%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Jan 21, 2026 Q4 2025 |
1,026
shares
|
$682,977
0.15% of portfolio
|
Q3 2025
Added 17.66%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Nov 10, 2025 Q3 2025 |
1,025
shares
|
$682,311
0.3% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
1,024
shares
|
$681,646
0.97% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
1,024
shares
|
$681,646
0.41% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
1,021
shares
|
$679,649
0.33% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
1,017
shares
|
$676,986
0.15% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jan 15, 2026 Q4 2025 |
1,017
shares
|
$676,986
0.07% of portfolio
|
Q4 2025
Added 36.33%
|
|