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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
554
shares
|
$368,781
0.05% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
554
shares
|
$368,781
0.11% of portfolio
|
Q3 2025
Reduced 33.41%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
553
shares
|
$368,115
0.07% of portfolio
|
Q3 2025
Reduced 25.87%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
552
shares
|
$367,449
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Bank Of Stockton
|
Jan 21, 2026 Q4 2025 |
552
shares
|
$367,449
0.11% of portfolio
|
Q4 2025
Reduced 73.49%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
552
shares
|
$367,449
0.38% of portfolio
|
Q3 2025
Reduced 60.8%
|
|
|
Af Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
550
shares
|
$366,118
0.15% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
549
shares
|
$365,452
0.05% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Aquire Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
548
shares
|
$364,787
0.1% of portfolio
|
Q4 2025
Added 2.43%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
545
shares
|
$362,790
0.24% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
545
shares
|
$362,790
0.07% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
543
shares
|
$361,458
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
543
shares
|
$361,458
0.2% of portfolio
|
Q3 2025
Added 22.57%
|
|
|
Cardinal Capital Management
|
Oct 23, 2025 Q3 2025 |
543
shares
|
$361,458
0.05% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
542
shares
|
$360,793
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
540
shares
|
$359,461
0.18% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
540
shares
|
$359,461
0.13% of portfolio
|
Q3 2025
Added 21.35%
|
|
|
Tarbox Family Office, Inc.
|
Jan 20, 2026 Q4 2025 |
539
shares
|
$358,796
0.06% of portfolio
|
Q4 2025
Reduced 30.09%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 22, 2026 Q4 2025 |
538
shares
|
$358,130
0.07% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
536
shares
|
$356,799
0.06% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
535
shares
|
$356,133
0.14% of portfolio
|
Q1 2022
Reduced 2.73%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 14, 2025 Q3 2025 |
535
shares
|
$356,133
0.11% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
533
shares
|
$354,802
0.04% of portfolio
|
Q4 2025
Reduced 4.82%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 14, 2026 Q4 2025 |
532
shares
|
$354,136
0.19% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
530
shares
|
$352,805
0.17% of portfolio
|
Q4 2025
Added 2.91%
|
|