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 |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
415
shares
|
$276,253
0.07% of portfolio
|
Q3 2025
Added 19.94%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
415
shares
|
$276,253
0.01% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Notis Mc Conarty Edward
|
Nov 07, 2025 Q3 2025 |
414
shares
|
$275,587
0.13% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
414
shares
|
$275,587
0.07% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
414
shares
|
$275,587
0.14% of portfolio
|
Q3 2025
Reduced 17.53%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
414
shares
|
$275,587
0.18% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
413
shares
|
$274,921
0.13% of portfolio
|
Q2 2025
Added 27.86%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
411
shares
|
$273,590
0.03% of portfolio
|
Q4 2025
Reduced 0.96%
|
|
|
Jag Capital Management, LLC
|
Nov 10, 2025 Q3 2025 |
411
shares
|
$273,590
0.03% of portfolio
|
Q3 2025
Reduced 36.08%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Oct 23, 2025 Q3 2025 |
411
shares
|
$273,590
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
410
shares
|
$272,924
0.02% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
410
shares
|
$272,924
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Peak Financial Management, Inc.
|
Jan 22, 2026 Q4 2025 |
409
shares
|
$272,259
0.08% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
409
shares
|
$272,259
0.1% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Bowman & CO S.C.
|
Jan 23, 2026 Q4 2025 |
408
shares
|
$271,593
0.12% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
408
shares
|
$271,593
0.35% of portfolio
|
Q3 2025
Reduced 22.87%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
406
shares
|
$270,262
0.0% of portfolio
|
Q2 2025
Reduced 24.68%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
406
shares
|
$270,262
0.27% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
405
shares
|
$269,596
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Durante & Waters, LLC
Brewster, NY |
Nov 05, 2025 Q3 2025 |
405
shares
|
$269,596
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
404
shares
|
$268,930
0.03% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
404
shares
|
$268,930
0.03% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 20, 2026 Q4 2025 |
404
shares
|
$268,930
0.09% of portfolio
|
Q4 2025
Added 22.8%
|
|
|
Avalon Advisory Group
Wexford, PA |
Nov 13, 2025 Q3 2025 |
403
shares
|
$268,265
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jul 18, 2025 Q2 2025 |
403
shares
|
$268,265
0.15% of portfolio
|
Q2 2025
New holding
|
|