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 |
|---|---|---|---|---|---|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
571
shares
|
$380,097
0.24% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
570
shares
|
$379,431
0.09% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
570
shares
|
$379,431
0.09% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
569
shares
|
$378,766
0.1% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
569
shares
|
$378,766
0.15% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
569
shares
|
$378,766
0.12% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
567
shares
|
$377,434
0.03% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
567
shares
|
$377,434
0.07% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
566
shares
|
$376,769
0.23% of portfolio
|
Q3 2025
Added 22.25%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
566
shares
|
$376,769
0.1% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Nov 17, 2025 Q3 2025 |
564
shares
|
$375,437
0.19% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
564
shares
|
$375,437
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Diligent Investors, LLC
|
Jan 22, 2026 Q4 2025 |
563
shares
|
$374,772
0.11% of portfolio
|
Q4 2025
Reduced 9.78%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
562
shares
|
$374,106
0.25% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
562
shares
|
$374,106
0.2% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
561
shares
|
$373,440
0.19% of portfolio
|
Q3 2022
Added 1.63%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
560
shares
|
$372,775
0.14% of portfolio
|
Q3 2025
Reduced 30.86%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
559
shares
|
$372,109
0.04% of portfolio
|
Q3 2025
Reduced 71.16%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
559
shares
|
$372,109
0.29% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
558
shares
|
$371,443
0.19% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
558
shares
|
$371,443
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
557
shares
|
$370,778
0.13% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
557
shares
|
$370,778
0.03% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
556
shares
|
$370,112
0.1% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
554
shares
|
$368,781
0.07% of portfolio
|
Q3 2025
Added 2.78%
|
|