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 |
|---|---|---|---|---|---|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
679
shares
|
$451,989
0.33% of portfolio
|
Q3 2025
Added 62.44%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
678
shares
|
$451,324
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
678
shares
|
$451,324
0.16% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Jan 13, 2026 Q4 2025 |
678
shares
|
$451,324
0.17% of portfolio
|
Q4 2025
Reduced 9.24%
|
|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
676
shares
|
$449,992
0.11% of portfolio
|
Q4 2025
Reduced 9.38%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Jan 23, 2026 Q4 2025 |
675
shares
|
$449,327
0.35% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Ccm Investment Advisers LLC
|
Jan 12, 2026 Q4 2025 |
674
shares
|
$448,661
0.04% of portfolio
|
Q4 2025
Added 1.66%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
672
shares
|
$447,330
0.31% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Miller Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
672
shares
|
$447,330
0.17% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
671
shares
|
$446,664
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
671
shares
|
$446,664
0.27% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
671
shares
|
$446,664
0.26% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
669
shares
|
$445,333
0.05% of portfolio
|
Q4 2025
Reduced 1.47%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
669
shares
|
$445,333
0.02% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
669
shares
|
$445,333
0.0% of portfolio
|
Q3 2025
Reduced 20.83%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Oct 28, 2025 Q3 2025 |
669
shares
|
$445,333
0.33% of portfolio
|
Q3 2025
Added 26.94%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
668
shares
|
$444,667
0.24% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
666
shares
|
$443,336
0.21% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
666
shares
|
$443,336
0.13% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
666
shares
|
$443,336
0.3% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
663
shares
|
$441,339
3.99% of portfolio
|
Q4 2023
New holding
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
663
shares
|
$441,339
0.32% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Planning Directions Inc
|
Jan 20, 2026 Q4 2025 |
662
shares
|
$440,673
0.23% of portfolio
|
Q4 2025
Added 29.04%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 20, 2026 Q4 2025 |
662
shares
|
$440,673
1.03% of portfolio
|
Q4 2025
Reduced 59.03%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 20, 2026 Q4 2025 |
661
shares
|
$440,007
0.03% of portfolio
|
Q4 2025
Reduced 5.84%
|
|