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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
113,594
shares
|
$75.6 Million
2.83% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
113,559
shares
|
$75.6 Million
0.97% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
113,387
shares
|
$75.5 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
113,297
shares
|
$75.4 Million
6.97% of portfolio
|
Q1 2024
Reduced 0.64%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
113,252
shares
|
$75.4 Million
1.05% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Axel Capital Management, LLC
|
Feb 01, 2023 Q4 2022 |
113,100
shares
|
$75.3 Million
91.17% of portfolio
|
Q4 2022
Added 130.35%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
113,077
shares
|
$75.3 Million
3.92% of portfolio
|
Q4 2025
Reduced 2.17%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
112,980
shares
|
$75.2 Million
12.83% of portfolio
|
Q4 2025
Reduced 2.74%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
112,400
shares
|
$74.8 Million
3.89% of portfolio
|
Q3 2025
Added 16.98%
|
|
|
Eos Management, L.P.
|
Nov 03, 2025 Q3 2025 |
110,736
shares
|
$73.7 Million
29.83% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Performa LTD (Us), LLC
|
Nov 04, 2025 Q3 2025 |
108,496
shares
|
$72.2 Million
19.18% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
108,346
shares
|
$72.1 Million
1.3% of portfolio
|
Q1 2024
Reduced 77.75%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
108,098
shares
|
$72 Million
1.33% of portfolio
|
Q4 2025
Added 8.79%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
107,676
shares
|
$71.7 Million
2.06% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
107,450
shares
|
$71.5 Million
3.39% of portfolio
|
Q3 2025
Added 256.57%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
106,906
shares
|
$71.2 Million
2.57% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
106,632
shares
|
$71 Million
0.48% of portfolio
|
Q3 2025
Added 41.51%
|
|
|
Azarias Capital Management, L.P.
Berwyn, PA |
Jan 22, 2026 Q4 2025 |
106,461
shares
|
$70.9 Million
32.32% of portfolio
|
Q1 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
106,354
shares
|
$70.8 Million
1.14% of portfolio
|
Q3 2022
Added 0.32%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
105,411
shares
|
$70.2 Million
1.63% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
105,097
shares
|
$70 Million
2.63% of portfolio
|
Q4 2022
Reduced 6.49%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
104,790
shares
|
$69.8 Million
0.1% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
104,094
shares
|
$69.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 30.17%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
103,835
shares
|
$69.1 Million
0.52% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
103,740
shares
|
$69.1 Million
0.92% of portfolio
|
Q3 2025
Reduced 4.1%
|
|