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 |
|---|---|---|---|---|---|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jan 21, 2026 Q4 2025 |
1,017
shares
|
$676,986
0.59% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
1,016
shares
|
$676,320
0.08% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 14, 2026 Q4 2025 |
1,010
shares
|
$672,326
0.17% of portfolio
|
Q4 2025
Reduced 11.33%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
1,010
shares
|
$672,326
0.17% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,009
shares
|
$671,661
0.68% of portfolio
|
Q2 2022
Reduced 9.43%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
1,009
shares
|
$671,661
0.0% of portfolio
|
Q3 2025
Added 129.32%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
1,009
shares
|
$671,661
0.27% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
M. Kulyk & Associates, LLC
|
Jan 08, 2026 Q4 2025 |
1,006
shares
|
$669,664
0.14% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
1,005
shares
|
$668,998
0.37% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
1,003
shares
|
$667,667
0.08% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
1,001
shares
|
$666,335
0.17% of portfolio
|
Q3 2025
Added 33.82%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
1,001
shares
|
$666,335
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,000
shares
|
$665,670
0.03% of portfolio
|
Q2 2022
Reduced 4.31%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
1,000
shares
|
$665,670
0.16% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
1,000
shares
|
$665,670
0.21% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$665,670
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
999
shares
|
$665,004
0.21% of portfolio
|
Q1 2019
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
998
shares
|
$664,338
0.0% of portfolio
|
Q4 2023
Reduced 7.42%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
998
shares
|
$664,338
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
997
shares
|
$663,672
0.16% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2026 Q4 2025 |
996
shares
|
$663,007
0.37% of portfolio
|
Q4 2025
Added 64.36%
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
994
shares
|
$661,675
0.16% of portfolio
|
Q4 2025
Added 29.6%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
993
shares
|
$661,010
0.08% of portfolio
|
Q2 2023
Reduced 9.48%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
992
shares
|
$660,344
0.25% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
992
shares
|
$660,344
0.06% of portfolio
|
Q4 2024
New holding
|
|