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 |
|---|---|---|---|---|---|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
724
shares
|
$481,945
0.16% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
723
shares
|
$481,279
0.37% of portfolio
|
Q1 2024
Added 0.98%
|
|
|
Hwg Holdings LP
Houston, TX |
Jan 12, 2026 Q4 2025 |
721
shares
|
$479,948
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
David Kennon Inc
Sarasota, FL |
Nov 07, 2025 Q3 2025 |
721
shares
|
$479,948
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
721
shares
|
$479,948
0.14% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 03, 2025 Q3 2025 |
721
shares
|
$479,948
0.2% of portfolio
|
Q2 2025
Reduced 57.71%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
720
shares
|
$479,282
0.31% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Baugh & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
719
shares
|
$478,616
0.22% of portfolio
|
Q4 2025
Added 7.96%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
719
shares
|
$478,616
0.43% of portfolio
|
Q3 2022
Reduced 29.44%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
718
shares
|
$477,951
0.14% of portfolio
|
Q4 2025
Reduced 8.3%
|
|
|
Montgomery Investment Management Inc
|
Jan 16, 2026 Q4 2025 |
716
shares
|
$476,619
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
715
shares
|
$475,954
0.16% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 09, 2026 Q4 2025 |
714
shares
|
$475,288
0.35% of portfolio
|
Q4 2025
Reduced 16.88%
|
|
|
Hoffman, Alan N Investment Management
|
Jan 06, 2026 Q4 2025 |
712
shares
|
$473,957
0.27% of portfolio
|
Q4 2025
Reduced 0.14%
|
|
|
Benson Investment Management Company, Inc.
|
Oct 10, 2025 Q3 2025 |
712
shares
|
$473,957
0.17% of portfolio
|
Q2 2025
Added 91.4%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 23, 2026 Q4 2025 |
711
shares
|
$473,291
0.14% of portfolio
|
Q4 2025
Reduced 15.05%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
711
shares
|
$473,291
0.44% of portfolio
|
Q3 2025
Reduced 31.37%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
711
shares
|
$473,291
0.23% of portfolio
|
Q3 2025
Added 71000.0%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
710
shares
|
$472,625
0.23% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
709
shares
|
$471,960
0.19% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
707
shares
|
$470,628
0.11% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 13, 2026 Q4 2025 |
705
shares
|
$469,297
0.09% of portfolio
|
Q3 2023
Added 48.42%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
704
shares
|
$468,631
0.12% of portfolio
|
Q4 2025
Reduced 30.09%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
703
shares
|
$467,966
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
703
shares
|
$467,966
0.09% of portfolio
|
Q3 2025
Added 5.24%
|
|