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 |
|---|---|---|---|---|---|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
509
shares
|
$338,826
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
509
shares
|
$338,826
0.12% of portfolio
|
Q4 2025
Added 3.04%
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
508
shares
|
$338,160
0.06% of portfolio
|
Q3 2025
Reduced 16.72%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 23, 2026 Q4 2025 |
508
shares
|
$338,160
0.08% of portfolio
|
Q4 2025
Added 24.51%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
508
shares
|
$338,160
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Sara Bay Financial
|
Jan 20, 2026 Q4 2025 |
507
shares
|
$337,494
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
506
shares
|
$336,829
0.02% of portfolio
|
Q3 2025
Added 199.41%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
506
shares
|
$336,829
0.0% of portfolio
|
Q3 2025
Reduced 99.05%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
505
shares
|
$336,163
0.34% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
504
shares
|
$335,497
0.21% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
504
shares
|
$335,497
0.16% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
504
shares
|
$335,497
0.01% of portfolio
|
Q3 2025
Reduced 16.56%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
502
shares
|
$334,166
0.1% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 14, 2025 Q3 2025 |
502
shares
|
$334,166
0.16% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Jan 21, 2026 Q4 2025 |
501
shares
|
$333,500
0.2% of portfolio
|
Q4 2025
Reduced 5.11%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
500
shares
|
$332,835
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
500
shares
|
$332,835
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
499
shares
|
$332,169
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
496
shares
|
$330,172
0.02% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 23, 2026 Q4 2025 |
496
shares
|
$330,172
0.23% of portfolio
|
Q4 2025
Reduced 16.5%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
494
shares
|
$328,840
0.1% of portfolio
|
Q3 2025
Reduced 27.35%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
493
shares
|
$328,175
0.07% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
493
shares
|
$328,175
0.12% of portfolio
|
Q3 2025
Added 33.6%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
493
shares
|
$328,175
0.29% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
492
shares
|
$327,509
0.28% of portfolio
|
Q4 2025
Reduced 2.77%
|
|