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 |
|---|---|---|---|---|---|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 14, 2026 Q4 2025 |
384
shares
|
$255,617
0.21% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
382
shares
|
$254,285
0.17% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Inlet Private Wealth, LLC
|
Jan 21, 2026 Q4 2025 |
377
shares
|
$250,957
0.06% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Joule Financial, LLC
|
Jan 20, 2026 Q4 2025 |
377
shares
|
$250,957
0.08% of portfolio
|
Q4 2025
Reduced 42.62%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
377
shares
|
$250,957
0.06% of portfolio
|
Q4 2025
Reduced 9.81%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
376
shares
|
$250,291
0.06% of portfolio
|
Q3 2025
Reduced 22.15%
|
|
|
Miller Howard Investments Inc
|
Oct 24, 2025 Q3 2025 |
376
shares
|
$250,291
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
376
shares
|
$250,291
0.08% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
376
shares
|
$250,291
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Biltmore Wealth Management, LLC
|
Jan 16, 2026 Q4 2025 |
375
shares
|
$249,626
0.07% of portfolio
|
Q4 2025
Added 0.81%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 23, 2026 Q4 2025 |
374
shares
|
$248,960
0.11% of portfolio
|
Q4 2025
Added 10.0%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
374
shares
|
$248,960
0.14% of portfolio
|
Q3 2025
Reduced 96.14%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jan 20, 2026 Q4 2025 |
374
shares
|
$248,960
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Rea Ltd.
|
Oct 28, 2025 Q3 2025 |
372
shares
|
$247,629
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 15, 2026 Q4 2025 |
372
shares
|
$247,629
0.13% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
372
shares
|
$247,629
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Advisors, Llc/Va
Richmond, VA |
Nov 12, 2025 Q3 2025 |
372
shares
|
$247,629
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
370
shares
|
$246,297
0.19% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
369
shares
|
$245,632
0.06% of portfolio
|
Q3 2025
Reduced 93.71%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
367
shares
|
$244,300
0.16% of portfolio
|
Q3 2025
Reduced 48.24%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Jan 21, 2026 Q4 2025 |
367
shares
|
$244,300
0.15% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
366
shares
|
$243,635
0.05% of portfolio
|
Q4 2025
Reduced 39.5%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 25, 2025 Q3 2025 |
366
shares
|
$243,635
0.12% of portfolio
|
Q1 2025
Reduced 35.68%
|
|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
365
shares
|
$242,969
0.1% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
365
shares
|
$242,969
0.02% of portfolio
|
Q3 2025
New holding
|
|