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 |
|---|---|---|---|---|---|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jan 15, 2026 Q4 2025 |
765
shares
|
$509,237
0.35% of portfolio
|
Q4 2025
Added 26.87%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 05, 2026 Q4 2025 |
764
shares
|
$508,571
0.35% of portfolio
|
Q4 2025
Added 31.95%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
764
shares
|
$508,571
0.12% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
762
shares
|
$507,240
0.05% of portfolio
|
Q3 2025
Reduced 49.87%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
762
shares
|
$507,240
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
762
shares
|
$507,240
0.23% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
762
shares
|
$507,240
0.5% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
762
shares
|
$507,240
0.38% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Oct 28, 2025 Q3 2025 |
761
shares
|
$506,574
4.25% of portfolio
|
Q3 2025
Reduced 19.89%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
761
shares
|
$506,574
0.34% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
760
shares
|
$505,909
0.06% of portfolio
|
Q3 2025
Reduced 14.22%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
757
shares
|
$503,912
0.37% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Access Financial Services, Inc.
|
Jan 20, 2026 Q4 2025 |
756
shares
|
$503,246
0.26% of portfolio
|
Q4 2025
Reduced 11.37%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
756
shares
|
$503,246
0.23% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
756
shares
|
$503,246
0.33% of portfolio
|
Q3 2025
Reduced 50.16%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 06, 2025 Q3 2025 |
756
shares
|
$503,246
0.25% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
754
shares
|
$501,915
0.13% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
754
shares
|
$501,915
0.35% of portfolio
|
Q3 2025
Added 30.45%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
753
shares
|
$501,249
0.13% of portfolio
|
Q3 2025
Added 14.09%
|
|
|
Atwater Malick LLC
|
Jan 23, 2026 Q4 2025 |
750
shares
|
$499,252
0.14% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
750
shares
|
$499,252
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
750
shares
|
$499,252
0.41% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 20, 2025 Q3 2025 |
747
shares
|
$497,255
0.2% of portfolio
|
Q3 2025
Reduced 25.08%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
747
shares
|
$497,255
0.06% of portfolio
|
Q3 2024
Added 94.53%
|
|
|
Academy Capital Management Inc
Waco, TX |
Dec 12, 2025 Q3 2025 |
745
shares
|
$495,924
0.07% of portfolio
|
Q3 2025
Reduced 10.99%
|
|