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 |
|---|---|---|---|---|---|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 21, 2026 Q4 2025 |
786
shares
|
$523,216
0.2% of portfolio
|
Q4 2025
Reduced 8.18%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
786
shares
|
$523,216
0.25% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
784
shares
|
$521,885
0.03% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Nov 13, 2025 Q3 2025 |
783
shares
|
$521,219
0.24% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Crew Capital Management, Ltd.
|
Jan 16, 2026 Q4 2025 |
782
shares
|
$520,553
0.36% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
782
shares
|
$520,553
0.54% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
782
shares
|
$520,553
0.13% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
782
shares
|
$520,553
0.09% of portfolio
|
Q3 2025
Added 47.27%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
781
shares
|
$519,888
0.32% of portfolio
|
Q4 2025
Reduced 5.68%
|
|
|
Oak Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
780
shares
|
$519,222
0.18% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
780
shares
|
$519,222
0.18% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
780
shares
|
$519,222
0.0% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 17, 2025 Q3 2025 |
780
shares
|
$519,222
0.0% of portfolio
|
Q3 2025
Added 30.0%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 14, 2025 Q3 2025 |
778
shares
|
$517,891
1.31% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Gimbal Financial
Carmel, IN |
Nov 04, 2025 Q3 2025 |
777
shares
|
$517,225
0.31% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
776
shares
|
$516,559
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
774
shares
|
$515,228
0.2% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
774
shares
|
$515,228
0.09% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
774
shares
|
$515,228
0.1% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
773
shares
|
$514,562
0.16% of portfolio
|
Q3 2025
Added 20.22%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 15, 2026 Q4 2025 |
771
shares
|
$513,231
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
768
shares
|
$511,234
0.3% of portfolio
|
Q1 2025
Added 32.64%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
768
shares
|
$511,234
0.07% of portfolio
|
Q3 2025
Added 15.14%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
765
shares
|
$509,237
0.09% of portfolio
|
Q2 2025
Reduced 24.03%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
765
shares
|
$509,237
0.27% of portfolio
|
Q2 2025
Added 173.21%
|
|