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 |
|---|---|---|---|---|---|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
702
shares
|
$467,300
0.21% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Nov 13, 2025 Q3 2025 |
700
shares
|
$465,969
0.19% of portfolio
|
Q2 2023
Reduced 0.28%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
700
shares
|
$465,969
0.09% of portfolio
|
Q3 2025
Added 67.06%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
700
shares
|
$465,969
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
698
shares
|
$464,637
0.11% of portfolio
|
Q3 2025
Added 29.26%
|
|
|
Hbk Investments L P
Dallas, TX |
Nov 14, 2025 Q3 2025 |
697
shares
|
$463,971
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
695
shares
|
$462,640
0.35% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Oct 27, 2025 Q3 2025 |
695
shares
|
$462,640
0.3% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
694
shares
|
$461,974
0.05% of portfolio
|
Q1 2024
Added 8.1%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 23, 2026 Q4 2025 |
694
shares
|
$461,974
0.12% of portfolio
|
Q3 2024
Reduced 27.1%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
694
shares
|
$461,974
0.14% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
693
shares
|
$461,309
0.26% of portfolio
|
Q3 2025
Added 75.44%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
692
shares
|
$460,643
0.13% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
690
shares
|
$459,312
0.23% of portfolio
|
Q3 2025
Added 16.75%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
689
shares
|
$458,646
0.18% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
687
shares
|
$457,315
0.26% of portfolio
|
Q3 2025
Reduced 33.82%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
687
shares
|
$457,315
0.32% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
686
shares
|
$456,649
0.08% of portfolio
|
Q3 2025
Reduced 84.81%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 05, 2025 Q3 2025 |
686
shares
|
$456,649
0.25% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
685
shares
|
$455,983
0.33% of portfolio
|
Q3 2025
Added 17.29%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
684
shares
|
$455,318
11.87% of portfolio
|
Q1 2023
Reduced 83.33%
|
|
|
Moller Financial Services
|
Jan 08, 2026 Q4 2025 |
684
shares
|
$455,318
0.1% of portfolio
|
Q2 2025
Reduced 40.57%
|
|
|
Pflug Koory, LLC
|
Jan 20, 2026 Q4 2025 |
684
shares
|
$455,318
0.22% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
684
shares
|
$455,318
0.33% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
683
shares
|
$454,652
0.12% of portfolio
|
Q4 2025
Added 10.52%
|
|