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 |
|---|---|---|---|---|---|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
403
shares
|
$268,265
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
402
shares
|
$267,599
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Alpine Global Management, LLC
New York, NY |
Nov 21, 2025 Q3 2025 |
400
shares
|
$266,268
0.08% of portfolio
|
Q3 2025
Reduced 50.19%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
399
shares
|
$265,602
0.14% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Dempze Nancy E
|
Nov 07, 2025 Q3 2025 |
398
shares
|
$264,936
0.16% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Pro Core Advisors, LLC
Newport Beach, CA |
Jan 21, 2026 Q4 2025 |
397
shares
|
$264,270
0.28% of portfolio
|
Q4 2025
New holding
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
396
shares
|
$263,605
0.05% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
396
shares
|
$263,605
0.13% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
395
shares
|
$262,939
0.03% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
393
shares
|
$261,608
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
392
shares
|
$260,942
0.05% of portfolio
|
Q4 2025
Reduced 14.22%
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
392
shares
|
$260,942
0.1% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jan 23, 2026 Q4 2025 |
392
shares
|
$260,942
0.2% of portfolio
|
Q4 2025
Added 1.03%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
392
shares
|
$260,942
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
391
shares
|
$260,276
0.09% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
390
shares
|
$259,611
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
389
shares
|
$258,945
0.12% of portfolio
|
Q1 2025
Reduced 76.73%
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
388
shares
|
$258,279
0.01% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
388
shares
|
$258,279
0.07% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
388
shares
|
$258,279
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
387
shares
|
$257,614
0.07% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
386
shares
|
$256,948
0.52% of portfolio
|
Q3 2025
Reduced 14.79%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
385
shares
|
$256,282
0.03% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
385
shares
|
$256,282
0.15% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
384
shares
|
$255,617
0.05% of portfolio
|
Q3 2025
Added 10.34%
|
|