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 |
|---|---|---|---|---|---|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
814
shares
|
$541,855
0.26% of portfolio
|
Q3 2025
Added 83.75%
|
|
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
Jan 23, 2026 Q4 2025 |
812
shares
|
$540,524
0.49% of portfolio
|
Q4 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
810
shares
|
$539,192
0.35% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
805
shares
|
$535,864
0.92% of portfolio
|
Q2 2024
Reduced 49.05%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
805
shares
|
$535,864
0.22% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
804
shares
|
$535,198
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
New Capital Management LP
|
Jan 20, 2026 Q4 2025 |
802
shares
|
$533,867
0.16% of portfolio
|
Q4 2025
Reduced 2.31%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
800
shares
|
$532,536
0.39% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
800
shares
|
$532,536
0.06% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
800
shares
|
$532,536
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
800
shares
|
$532,536
0.31% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
800
shares
|
$532,536
0.4% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Asset Planning Services Inc
|
Jan 16, 2026 Q4 2025 |
799
shares
|
$531,870
0.24% of portfolio
|
Q4 2025
Reduced 4.77%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
799
shares
|
$531,870
0.22% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
798
shares
|
$531,204
0.22% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
796
shares
|
$529,873
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
795
shares
|
$529,207
0.54% of portfolio
|
Q3 2025
Added 10.72%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
794
shares
|
$528,541
0.16% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Enzi Wealth
Austin, TX |
Jan 15, 2026 Q4 2025 |
793
shares
|
$527,876
0.26% of portfolio
|
Q4 2025
Reduced 9.89%
|
|
|
Finward Bancorp
Munster, IN |
Jan 21, 2026 Q4 2025 |
793
shares
|
$527,876
0.42% of portfolio
|
Q4 2025
Reduced 3.41%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
792
shares
|
$527,210
0.1% of portfolio
|
Q3 2025
Added 101.53%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
792
shares
|
$527,210
0.14% of portfolio
|
Q4 2023
Reduced 18.52%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
790
shares
|
$525,879
0.01% of portfolio
|
Q3 2022
Added 6.9%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
789
shares
|
$525,213
0.15% of portfolio
|
Q3 2025
Added 31.5%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Nov 13, 2025 Q3 2025 |
787
shares
|
$523,882
0.25% of portfolio
|
Q1 2024
New holding
|
|