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 |
|---|---|---|---|---|---|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
745
shares
|
$495,924
0.43% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
744
shares
|
$495,258
0.1% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Gerber, LLC
Columbus, OH |
Jan 20, 2026 Q4 2025 |
744
shares
|
$495,258
0.28% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
743
shares
|
$494,592
0.03% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
742
shares
|
$493,927
0.29% of portfolio
|
Q3 2023
Added 26.19%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
742
shares
|
$493,927
0.04% of portfolio
|
Q4 2025
Reduced 22.55%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 21, 2026 Q4 2025 |
742
shares
|
$493,927
0.14% of portfolio
|
Q4 2025
Added 0.82%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
741
shares
|
$493,261
0.28% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
740
shares
|
$492,595
0.08% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
739
shares
|
$491,930
0.43% of portfolio
|
Q4 2025
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
738
shares
|
$491,264
0.28% of portfolio
|
Q1 2023
Reduced 59.27%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
738
shares
|
$491,264
0.07% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
738
shares
|
$491,264
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
737
shares
|
$490,598
0.21% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
737
shares
|
$490,598
0.2% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
735
shares
|
$489,267
0.16% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
734
shares
|
$488,601
0.37% of portfolio
|
Q2 2025
Added 77.72%
|
|
|
Deep Currents Investment Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
733
shares
|
$487,936
0.96% of portfolio
|
Q3 2025
Reduced 59.28%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
732
shares
|
$487,270
0.58% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
731
shares
|
$486,604
0.14% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
730
shares
|
$485,939
0.05% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
728
shares
|
$484,607
0.19% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
726
shares
|
$483,276
0.33% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
725
shares
|
$482,610
0.38% of portfolio
|
Q3 2025
Added 383.33%
|
|
|
Legacy Bridge, LLC
|
Jan 23, 2026 Q4 2025 |
724
shares
|
$481,945
0.22% of portfolio
|
Q4 2025
Reduced 2.82%
|
|