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 |
|---|---|---|---|---|---|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
491
shares
|
$326,843
11.35% of portfolio
|
Q4 2023
Reduced 91.5%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
489
shares
|
$325,512
0.23% of portfolio
|
Q4 2025
Reduced 19.31%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
489
shares
|
$325,512
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Weybosset Research & Management LLC
|
Jan 06, 2026 Q4 2025 |
488
shares
|
$324,846
0.12% of portfolio
|
Q4 2025
Added 12.96%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
488
shares
|
$324,846
0.34% of portfolio
|
Q4 2025
Added 10.91%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
488
shares
|
$324,846
0.12% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
488
shares
|
$324,846
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
487
shares
|
$324,181
0.12% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
484
shares
|
$322,184
0.14% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
484
shares
|
$322,184
0.23% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 13, 2025 Q3 2025 |
478
shares
|
$318,190
0.02% of portfolio
|
Q1 2022
Reduced 27.36%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
478
shares
|
$318,190
0.16% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 16, 2026 Q4 2025 |
478
shares
|
$318,190
0.06% of portfolio
|
Q4 2025
Reduced 25.89%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 15, 2026 Q4 2025 |
477
shares
|
$317,524
0.11% of portfolio
|
Q4 2025
Reduced 8.09%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
477
shares
|
$317,524
0.15% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
476
shares
|
$316,858
0.07% of portfolio
|
Q3 2025
Reduced 89.08%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
476
shares
|
$316,858
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
475
shares
|
$316,193
0.13% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
474
shares
|
$315,527
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
472
shares
|
$314,196
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jan 23, 2026 Q4 2025 |
470
shares
|
$312,864
0.24% of portfolio
|
Q4 2025
Reduced 3.69%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
468
shares
|
$311,533
0.04% of portfolio
|
Q2 2025
Reduced 47.71%
|
|
|
Salvus Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
465
shares
|
$309,536
0.19% of portfolio
|
Q4 2025
Added 17.13%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
465
shares
|
$309,536
0.42% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jan 23, 2026 Q4 2025 |
465
shares
|
$309,536
0.12% of portfolio
|
Q4 2025
New holding
|
|