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 |
|---|---|---|---|---|---|
|
Eastover Investment Advisors LLC
|
Jan 12, 2026 Q4 2025 |
867
shares
|
$577,135
0.26% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
867
shares
|
$577,135
0.53% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Goldstream Capital Management LTD
|
Nov 13, 2025 Q3 2025 |
866
shares
|
$576,470
0.13% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
864
shares
|
$575,138
0.03% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
864
shares
|
$575,138
0.19% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
864
shares
|
$575,138
0.24% of portfolio
|
Q3 2025
Reduced 42.09%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2026 Q4 2025 |
861
shares
|
$573,141
0.39% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
861
shares
|
$573,141
0.16% of portfolio
|
Q4 2025
Added 238.98%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 20, 2026 Q4 2025 |
861
shares
|
$573,141
0.27% of portfolio
|
Q4 2025
Reduced 2.49%
|
|
|
Villere St Denis J & CO LLC
|
Nov 04, 2025 Q3 2025 |
860
shares
|
$572,476
0.06% of portfolio
|
Q3 2025
Reduced 12.69%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
858
shares
|
$571,144
0.18% of portfolio
|
Q4 2025
Reduced 1.49%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
858
shares
|
$571,144
0.1% of portfolio
|
Q4 2025
Reduced 2.94%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
858
shares
|
$571,144
0.08% of portfolio
|
Q3 2025
Reduced 61.87%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2026 Q4 2025 |
856
shares
|
$569,813
0.06% of portfolio
|
Q4 2025
Reduced 14.49%
|
|
|
Fishman Jay A LTD
Troy, MI |
Nov 05, 2025 Q3 2025 |
855
shares
|
$569,147
0.05% of portfolio
|
Q2 2024
Reduced 66.94%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 13, 2026 Q4 2025 |
855
shares
|
$569,147
0.51% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
855
shares
|
$569,147
0.1% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
852
shares
|
$567,150
0.14% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
851
shares
|
$566,485
0.09% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Emory University
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
851
shares
|
$566,485
0.71% of portfolio
|
Q3 2025
Added 18.19%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Nov 12, 2025 Q3 2025 |
850
shares
|
$565,819
0.45% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
849
shares
|
$565,153
0.24% of portfolio
|
Q4 2025
Added 3.28%
|
|
|
Forefront Wealth Management Inc.
|
Jan 23, 2026 Q4 2025 |
848
shares
|
$564,488
0.45% of portfolio
|
Q4 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
848
shares
|
$564,488
0.34% of portfolio
|
Q4 2021
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
848
shares
|
$564,488
0.16% of portfolio
|
Q3 2025
Reduced 1.4%
|
|