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 |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
610
shares
|
$406,058
0.16% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
607
shares
|
$404,061
0.23% of portfolio
|
Q4 2025
Reduced 19.82%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jan 20, 2026 Q4 2025 |
607
shares
|
$404,061
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
606
shares
|
$403,396
0.06% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
605
shares
|
$402,730
0.01% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
603
shares
|
$401,399
0.13% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
603
shares
|
$401,399
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jan 21, 2026 Q4 2025 |
602
shares
|
$400,733
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
602
shares
|
$400,733
0.31% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
601
shares
|
$400,067
0.11% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
601
shares
|
$400,067
0.27% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
600
shares
|
$399,402
0.05% of portfolio
|
Q3 2023
Reduced 7.69%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 14, 2026 Q4 2025 |
600
shares
|
$399,402
0.06% of portfolio
|
Q2 2024
Reduced 15.01%
|
|
|
Sanders Morris Harris LLC
|
Jan 08, 2026 Q4 2025 |
599
shares
|
$398,736
0.64% of portfolio
|
Q4 2025
Reduced 98.48%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
599
shares
|
$398,736
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
598
shares
|
$398,070
0.39% of portfolio
|
Q1 2023
Reduced 39.41%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
598
shares
|
$398,070
0.22% of portfolio
|
Q4 2025
Reduced 0.5%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
597
shares
|
$397,404
0.29% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
596
shares
|
$396,739
0.1% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
596
shares
|
$396,739
0.18% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
594
shares
|
$395,407
0.33% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
594
shares
|
$395,407
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
593
shares
|
$394,742
0.15% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Presidio Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
591
shares
|
$393,410
0.12% of portfolio
|
Q4 2025
Added 6.49%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 21, 2026 Q4 2025 |
590
shares
|
$392,745
0.22% of portfolio
|
Q4 2025
Added 7.08%
|
|