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 |
|---|---|---|---|---|---|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 25, 2025 Q3 2025 |
962
shares
|
$640,374
0.21% of portfolio
|
Q3 2025
Added 10.96%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
960
shares
|
$639,043
0.15% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
959
shares
|
$638,377
0.46% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
959
shares
|
$638,377
0.2% of portfolio
|
Q3 2025
Added 13.22%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
956
shares
|
$636,380
0.17% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Dock Street Asset Management Inc
|
Jan 15, 2026 Q4 2025 |
954
shares
|
$635,049
0.05% of portfolio
|
Q4 2025
Reduced 18.53%
|
|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
953
shares
|
$634,383
0.15% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
952
shares
|
$633,717
0.09% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
America First Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
948
shares
|
$631,055
0.13% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
948
shares
|
$631,055
0.17% of portfolio
|
Q4 2025
Added 2.16%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
948
shares
|
$631,055
0.15% of portfolio
|
Q3 2025
Reduced 14.75%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 13, 2026 Q4 2025 |
948
shares
|
$631,055
0.33% of portfolio
|
Q4 2025
Reduced 0.11%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
945
shares
|
$629,058
0.08% of portfolio
|
Q4 2025
Added 4.88%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
945
shares
|
$629,058
0.23% of portfolio
|
Q2 2023
Added 0.53%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
944
shares
|
$628,392
0.07% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
942
shares
|
$627,061
0.56% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
941
shares
|
$626,395
0.53% of portfolio
|
Q1 2025
Reduced 37.93%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
939
shares
|
$625,064
0.11% of portfolio
|
Q4 2025
Reduced 2.09%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
939
shares
|
$625,064
0.62% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Asio Capital, LLC
|
Jan 21, 2026 Q4 2025 |
938
shares
|
$624,398
0.1% of portfolio
|
Q4 2025
Added 5.51%
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Jan 12, 2026 Q4 2025 |
937
shares
|
$623,732
0.73% of portfolio
|
Q4 2025
Added 9.59%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
936
shares
|
$623,067
0.35% of portfolio
|
Q3 2025
Added 32.95%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 15, 2026 Q4 2025 |
936
shares
|
$623,067
0.07% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
936
shares
|
$623,067
0.32% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 16, 2026 Q4 2025 |
935
shares
|
$622,401
0.1% of portfolio
|
Q4 2025
Added 12.24%
|
|