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 |
|---|---|---|---|---|---|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
660
shares
|
$439,342
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 20, 2026 Q4 2025 |
660
shares
|
$439,342
0.1% of portfolio
|
Q4 2025
Reduced 7.3%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
660
shares
|
$439,342
0.23% of portfolio
|
Q3 2025
Reduced 31.25%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
660
shares
|
$439,342
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Nov 13, 2025 Q3 2025 |
659
shares
|
$438,676
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
656
shares
|
$436,679
0.07% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
654
shares
|
$435,348
0.24% of portfolio
|
Q2 2025
Added 18.05%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2025 Q3 2025 |
653
shares
|
$434,682
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
652
shares
|
$434,016
0.12% of portfolio
|
Q4 2025
Added 96.39%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
651
shares
|
$433,351
0.11% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
650
shares
|
$432,685
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
649
shares
|
$432,019
0.22% of portfolio
|
Q4 2025
Reduced 5.53%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 17, 2025 Q3 2025 |
649
shares
|
$432,019
0.28% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Vista Finance, LLC
|
Oct 08, 2025 Q3 2025 |
648
shares
|
$431,354
0.47% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
646
shares
|
$430,022
0.21% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
646
shares
|
$430,022
0.31% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Oct 24, 2025 Q3 2025 |
645
shares
|
$429,357
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Nov 12, 2025 Q3 2025 |
645
shares
|
$429,357
0.1% of portfolio
|
Q2 2025
Added 190.54%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 06, 2025 Q3 2025 |
645
shares
|
$429,357
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Jan 20, 2026 Q4 2025 |
642
shares
|
$427,360
0.13% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
641
shares
|
$426,694
0.13% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
640
shares
|
$426,028
0.08% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
640
shares
|
$426,028
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Jan 21, 2026 Q4 2025 |
638
shares
|
$424,697
0.55% of portfolio
|
Q4 2025
Reduced 24.59%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
638
shares
|
$424,697
0.1% of portfolio
|
Q1 2025
Added 0.16%
|
|