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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
362
shares
|
$240,972
0.05% of portfolio
|
Q4 2025
Added 0.84%
|
|
|
Uncommon Cents Investing LLC
|
Jan 15, 2026 Q4 2025 |
361
shares
|
$240,306
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
361
shares
|
$240,306
0.46% of portfolio
|
Q2 2022
Reduced 79.6%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jan 15, 2026 Q4 2025 |
361
shares
|
$240,306
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
359
shares
|
$238,975
0.08% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
359
shares
|
$238,975
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
359
shares
|
$238,975
0.09% of portfolio
|
Q2 2025
Reduced 27.03%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 21, 2026 Q4 2025 |
358
shares
|
$238,309
0.06% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Financial Connections Group, Inc.
|
Jan 23, 2026 Q4 2025 |
357
shares
|
$237,644
0.08% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Nov 06, 2025 Q3 2025 |
357
shares
|
$237,644
0.2% of portfolio
|
Q3 2025
Reduced 48.78%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
356
shares
|
$236,978
0.07% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
356
shares
|
$236,978
0.13% of portfolio
|
Q3 2025
Reduced 29.37%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
356
shares
|
$236,978
0.13% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
355
shares
|
$236,312
0.68% of portfolio
|
Q1 2025
Added 144.83%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
355
shares
|
$236,312
0.16% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
353
shares
|
$234,981
0.14% of portfolio
|
Q3 2024
Added 91.85%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
353
shares
|
$234,981
0.2% of portfolio
|
Q3 2025
Reduced 65.36%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
352
shares
|
$234,315
0.13% of portfolio
|
Q3 2024
Added 35.38%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jan 16, 2026 Q4 2025 |
352
shares
|
$234,315
0.06% of portfolio
|
Q3 2025
Reduced 14.36%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
352
shares
|
$234,315
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sprott Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
352
shares
|
$234,315
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Applied Capital LLC
|
Jan 16, 2026 Q4 2025 |
350
shares
|
$232,984
0.1% of portfolio
|
Q4 2025
Reduced 17.84%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
350
shares
|
$232,984
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
350
shares
|
$232,984
0.05% of portfolio
|
Q2 2025
Reduced 24.57%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 20, 2026 Q4 2025 |
349
shares
|
$232,318
0.11% of portfolio
|
Q3 2025
Added 6.08%
|
|