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 |
|---|---|---|---|---|---|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
895
shares
|
$595,774
0.54% of portfolio
|
Q3 2025
Added 48.67%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
894
shares
|
$595,108
0.22% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 16, 2026 Q4 2025 |
893
shares
|
$594,443
0.25% of portfolio
|
Q4 2025
Added 1.36%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
888
shares
|
$591,114
0.0% of portfolio
|
Q3 2025
Added 49.49%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
886
shares
|
$589,783
0.3% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
886
shares
|
$589,783
0.42% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
884
shares
|
$588,452
0.18% of portfolio
|
Q3 2025
Reduced 20.22%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
883
shares
|
$587,786
0.12% of portfolio
|
Q3 2025
Added 49.66%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
880
shares
|
$585,789
0.09% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
880
shares
|
$585,789
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Jan 23, 2026 Q4 2025 |
880
shares
|
$585,789
0.45% of portfolio
|
Q4 2025
Reduced 6.38%
|
|
|
Advocate Group LLC
|
Jan 20, 2026 Q4 2025 |
879
shares
|
$585,123
0.1% of portfolio
|
Q1 2023
Reduced 2.55%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
878
shares
|
$584,458
0.26% of portfolio
|
Q3 2025
Reduced 62.27%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
878
shares
|
$584,458
1.33% of portfolio
|
Q4 2023
Reduced 14.51%
|
|
|
Ames National Corp
Ames, IA |
Nov 12, 2025 Q3 2025 |
878
shares
|
$584,458
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Daytona Street Capital LLC
Saint Louis, MO |
Jan 21, 2026 Q4 2025 |
877
shares
|
$583,792
0.46% of portfolio
|
Q4 2025
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
875
shares
|
$582,461
0.18% of portfolio
|
Q4 2025
Added 12.18%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
875
shares
|
$582,461
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
874
shares
|
$581,795
0.1% of portfolio
|
Q3 2025
Reduced 31.72%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
873
shares
|
$581,129
0.15% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2025 Q3 2025 |
873
shares
|
$581,129
0.08% of portfolio
|
Q3 2025
Added 90.61%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
872
shares
|
$580,464
0.55% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
870
shares
|
$579,132
0.09% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 14, 2026 Q4 2025 |
870
shares
|
$579,132
0.05% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
868
shares
|
$577,801
0.22% of portfolio
|
Q1 2025
Reduced 20.22%
|
|