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 |
|---|---|---|---|---|---|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
846
shares
|
$563,156
0.18% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
844
shares
|
$561,825
0.23% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
840
shares
|
$559,162
0.19% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
840
shares
|
$559,162
0.22% of portfolio
|
Q4 2023
Added 6.33%
|
|
|
Barton Investment Management
|
Jan 21, 2026 Q4 2025 |
839
shares
|
$558,497
0.06% of portfolio
|
Q2 2024
Reduced 18.86%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
839
shares
|
$558,497
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 23, 2026 Q4 2025 |
837
shares
|
$557,165
0.2% of portfolio
|
Q4 2025
Reduced 1.18%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
837
shares
|
$557,165
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Forbes J M & CO LLP
|
Jan 21, 2026 Q4 2025 |
834
shares
|
$555,168
0.04% of portfolio
|
Q4 2025
Added 2.21%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jan 23, 2026 Q4 2025 |
833
shares
|
$554,503
0.14% of portfolio
|
Q4 2025
Reduced 4.25%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
829
shares
|
$551,840
0.19% of portfolio
|
Q3 2025
Added 52.95%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
829
shares
|
$551,840
0.31% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
828
shares
|
$551,174
0.36% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
826
shares
|
$549,843
0.39% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
825
shares
|
$549,177
0.09% of portfolio
|
Q4 2025
Added 1.6%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
825
shares
|
$549,177
0.22% of portfolio
|
Q2 2025
Reduced 40.56%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
824
shares
|
$548,512
0.14% of portfolio
|
Q4 2025
Reduced 13.26%
|
|
|
Smh Capital Advisors Inc
|
Nov 12, 2025 Q3 2025 |
824
shares
|
$548,512
2.12% of portfolio
|
Q3 2025
Reduced 56.54%
|
|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
824
shares
|
$548,512
0.24% of portfolio
|
Q4 2025
Reduced 11.87%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
824
shares
|
$548,512
0.12% of portfolio
|
Q3 2025
Reduced 88.56%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
823
shares
|
$547,846
0.21% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
821
shares
|
$546,515
0.27% of portfolio
|
Q4 2023
Added 0.12%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
819
shares
|
$545,183
0.22% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jan 23, 2026 Q4 2025 |
817
shares
|
$543,852
0.36% of portfolio
|
Q4 2025
New holding
|
|
|
Cornerstone Investment Partners, LLC
|
Nov 06, 2025 Q3 2025 |
814
shares
|
$541,855
0.02% of portfolio
|
Q3 2025
New holding
|
|