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 |
|---|---|---|---|---|---|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
428
shares
|
$284,906
0.37% of portfolio
|
Q1 2025
Reduced 47.1%
|
|
|
Mcrae Capital Management Inc
|
Nov 07, 2025 Q3 2025 |
427
shares
|
$284,241
0.06% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
M. Kraus & CO
|
Jan 21, 2026 Q4 2025 |
426
shares
|
$283,575
0.09% of portfolio
|
Q3 2025
Reduced 56.8%
|
|
|
Olio Financial Planning
|
Jan 20, 2026 Q4 2025 |
426
shares
|
$283,575
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
426
shares
|
$283,575
0.18% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
426
shares
|
$283,575
0.24% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Better Wealth, LLC
|
Jan 15, 2026 Q4 2025 |
425
shares
|
$282,909
0.07% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
425
shares
|
$282,909
0.09% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
423
shares
|
$281,578
0.04% of portfolio
|
Q2 2024
Reduced 58.24%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
423
shares
|
$281,578
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 12, 2025 Q3 2025 |
422
shares
|
$280,912
0.85% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
422
shares
|
$280,912
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Oct 29, 2025 Q3 2025 |
421
shares
|
$280,247
0.11% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Patient Capital Management, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
421
shares
|
$280,247
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 14, 2025 Q3 2025 |
421
shares
|
$280,247
0.22% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Barnett & Company, Inc.
|
Nov 10, 2025 Q3 2025 |
420
shares
|
$279,581
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
420
shares
|
$279,581
0.11% of portfolio
|
Q2 2025
Reduced 42.39%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
420
shares
|
$279,581
0.12% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
420
shares
|
$279,581
0.05% of portfolio
|
Q4 2025
Added 16.67%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
419
shares
|
$278,915
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
419
shares
|
$278,915
0.15% of portfolio
|
Q4 2025
Added 12.94%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Nov 14, 2025 Q3 2025 |
418
shares
|
$278,250
0.13% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2026 Q4 2025 |
417
shares
|
$277,584
0.18% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
416
shares
|
$276,918
0.05% of portfolio
|
Q4 2025
Reduced 99.53%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
416
shares
|
$276,918
0.09% of portfolio
|
Q2 2025
Reduced 96.31%
|
|