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 |
|---|---|---|---|---|---|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
635
shares
|
$422,700
0.01% of portfolio
|
Q3 2025
Reduced 32.95%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
633
shares
|
$421,369
0.07% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
New England Professional Planning Group Inc.
|
Jan 14, 2026 Q4 2025 |
631
shares
|
$420,037
0.18% of portfolio
|
Q3 2025
Reduced 14.61%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
631
shares
|
$420,037
0.09% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
629
shares
|
$418,706
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
628
shares
|
$418,040
0.11% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
627
shares
|
$417,375
0.08% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 10, 2025 Q3 2025 |
626
shares
|
$416,709
0.14% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
626
shares
|
$416,709
0.08% of portfolio
|
Q4 2025
Added 6.46%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
625
shares
|
$416,043
0.15% of portfolio
|
Q1 2024
Reduced 18.09%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jan 20, 2026 Q4 2025 |
625
shares
|
$416,043
0.45% of portfolio
|
Q4 2025
Reduced 1.88%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
623
shares
|
$414,712
0.06% of portfolio
|
Q1 2024
Reduced 24.94%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 03, 2025 Q3 2025 |
623
shares
|
$414,712
0.16% of portfolio
|
Q3 2025
Added 27.66%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 14, 2026 Q4 2025 |
622
shares
|
$414,046
0.25% of portfolio
|
Q4 2025
Reduced 3.86%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
622
shares
|
$414,046
0.16% of portfolio
|
Q3 2025
Reduced 12.76%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
620
shares
|
$412,715
0.05% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Verde Capital Management
|
Nov 12, 2025 Q3 2025 |
619
shares
|
$412,049
0.1% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
617
shares
|
$410,718
0.22% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Oct 24, 2025 Q3 2025 |
617
shares
|
$410,718
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
616
shares
|
$410,052
0.22% of portfolio
|
Q3 2022
Reduced 44.9%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
616
shares
|
$410,052
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Coerente Capital Management
|
Oct 23, 2025 Q3 2025 |
615
shares
|
$409,387
0.07% of portfolio
|
Q3 2025
Reduced 20.65%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2026 Q4 2025 |
614
shares
|
$408,721
0.03% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
611
shares
|
$406,724
0.08% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
611
shares
|
$406,724
0.19% of portfolio
|
Q2 2025
Added 6.82%
|
|