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 |
|---|---|---|---|---|---|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
530
shares
|
$352,805
0.25% of portfolio
|
Q2 2023
Reduced 30.26%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2025 Q3 2025 |
529
shares
|
$352,139
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
528
shares
|
$351,473
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
528
shares
|
$351,473
0.19% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
527
shares
|
$350,808
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
527
shares
|
$350,808
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
525
shares
|
$349,476
0.12% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
525
shares
|
$349,476
0.08% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
521
shares
|
$346,814
0.13% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Jan 21, 2026 Q4 2025 |
521
shares
|
$346,814
0.3% of portfolio
|
Q4 2025
Added 7.87%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 21, 2026 Q4 2025 |
520
shares
|
$346,148
0.23% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 16, 2026 Q4 2025 |
520
shares
|
$346,148
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
519
shares
|
$345,482
0.17% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
519
shares
|
$345,482
0.18% of portfolio
|
Q3 2025
Added 15.08%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
518
shares
|
$344,817
0.09% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
517
shares
|
$344,151
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Tamar Securities, LLC
|
Nov 13, 2025 Q3 2025 |
517
shares
|
$344,151
0.04% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 23, 2026 Q4 2025 |
516
shares
|
$343,485
0.22% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Vantage Investment Partners, LLC
|
Oct 30, 2025 Q3 2025 |
515
shares
|
$342,820
0.02% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Community Bank Of Raymore
|
Jan 22, 2026 Q4 2025 |
515
shares
|
$342,820
0.25% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
515
shares
|
$342,820
0.16% of portfolio
|
Q3 2025
Reduced 11.21%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
513
shares
|
$341,488
0.07% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 21, 2026 Q4 2025 |
512
shares
|
$340,823
0.05% of portfolio
|
Q4 2025
Added 3.64%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
512
shares
|
$340,823
0.28% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
512
shares
|
$340,823
0.21% of portfolio
|
Q3 2025
Added 46.29%
|
|