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 |
|---|---|---|---|---|---|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Nov 04, 2025 Q3 2025 |
448
shares
|
$298,220
0.26% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
447
shares
|
$297,554
0.13% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 07, 2025 Q3 2025 |
446
shares
|
$296,888
0.16% of portfolio
|
Q3 2025
Reduced 11.33%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
445
shares
|
$296,223
0.34% of portfolio
|
Q1 2024
Reduced 21.93%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
445
shares
|
$296,223
0.1% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
445
shares
|
$296,223
0.18% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
444
shares
|
$295,557
0.06% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
444
shares
|
$295,557
0.1% of portfolio
|
Q4 2025
Added 5.97%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 14, 2026 Q4 2025 |
443
shares
|
$294,891
0.11% of portfolio
|
Q4 2025
Reduced 1.77%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Jan 20, 2026 Q4 2025 |
443
shares
|
$294,891
0.21% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
442
shares
|
$294,226
0.06% of portfolio
|
Q2 2023
Reduced 38.35%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
440
shares
|
$292,894
0.03% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jan 23, 2026 Q4 2025 |
438
shares
|
$291,563
0.21% of portfolio
|
Q4 2025
Reduced 3.95%
|
|
|
Paragon Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
437
shares
|
$290,897
0.09% of portfolio
|
Q4 2025
Reduced 71.84%
|
|
|
Gfg Capital, LLC
|
Jan 15, 2026 Q4 2025 |
437
shares
|
$290,897
0.1% of portfolio
|
Q4 2025
Added 20.39%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
437
shares
|
$290,897
0.03% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
436
shares
|
$290,232
0.14% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2026 Q4 2025 |
435
shares
|
$289,566
0.07% of portfolio
|
Q4 2025
Added 9.85%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
435
shares
|
$289,566
0.05% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
433
shares
|
$288,235
0.16% of portfolio
|
Q3 2025
Added 140.56%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
432
shares
|
$287,569
5.42% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
430
shares
|
$286,238
0.12% of portfolio
|
Q4 2025
Reduced 20.81%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
430
shares
|
$286,238
0.07% of portfolio
|
Q3 2025
Reduced 70.75%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
429
shares
|
$285,572
0.06% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
428
shares
|
$284,906
0.01% of portfolio
|
Q3 2024
Reduced 12.11%
|
|