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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
990
shares
|
$659,013
0.03% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
990
shares
|
$659,013
0.02% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Nov 06, 2025 Q3 2025 |
990
shares
|
$659,013
0.51% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
Oct 29, 2025 Q3 2025 |
989
shares
|
$658,347
0.46% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
988
shares
|
$657,681
0.09% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
988
shares
|
$657,681
0.16% of portfolio
|
Q2 2025
Reduced 44.53%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
987
shares
|
$657,016
0.16% of portfolio
|
Q4 2024
Added 15.3%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
986
shares
|
$656,350
0.1% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
985
shares
|
$655,684
0.24% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
985
shares
|
$655,684
0.13% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Hourglass Capital, LLC
|
Jan 14, 2026 Q4 2025 |
984
shares
|
$655,019
0.15% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
983
shares
|
$654,353
0.19% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
983
shares
|
$654,353
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
981
shares
|
$653,022
0.05% of portfolio
|
Q3 2025
Reduced 22.88%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
979
shares
|
$651,690
0.44% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
978
shares
|
$651,025
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
976
shares
|
$649,693
0.08% of portfolio
|
Q3 2025
Added 24.33%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
969
shares
|
$645,034
0.28% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
968
shares
|
$644,368
0.28% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
966
shares
|
$643,037
0.3% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Check Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
965
shares
|
$642,371
0.02% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Cambridge Financial Group, Inc.
Columbus, OH |
Nov 13, 2025 Q3 2025 |
965
shares
|
$642,371
0.26% of portfolio
|
Q3 2025
Added 12.87%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
965
shares
|
$642,371
0.29% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
964
shares
|
$641,705
0.1% of portfolio
|
Q1 2023
Reduced 14.08%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
964
shares
|
$641,705
0.18% of portfolio
|
Q2 2025
Reduced 1.23%
|
|