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 |
|---|---|---|---|---|---|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
349
shares
|
$232,318
0.31% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
349
shares
|
$232,318
0.22% of portfolio
|
Q3 2025
Reduced 43.16%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 23, 2026 Q4 2025 |
348
shares
|
$231,653
0.11% of portfolio
|
Q4 2025
Reduced 42.29%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Nov 13, 2025 Q3 2025 |
347
shares
|
$230,987
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
346
shares
|
$230,321
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
346
shares
|
$230,321
0.16% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Jan 20, 2026 Q4 2025 |
345
shares
|
$229,656
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
343
shares
|
$228,324
0.07% of portfolio
|
Q3 2025
Added 47.21%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 20, 2026 Q4 2025 |
342
shares
|
$227,659
0.22% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Jan 20, 2026 Q4 2025 |
342
shares
|
$227,659
0.17% of portfolio
|
Q4 2025
Added 7.55%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
341
shares
|
$226,993
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
341
shares
|
$226,993
0.13% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
341
shares
|
$226,993
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
340
shares
|
$226,327
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
339
shares
|
$225,662
0.07% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
338
shares
|
$224,996
0.25% of portfolio
|
Q3 2025
Added 56.48%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Nov 14, 2025 Q3 2025 |
337
shares
|
$224,330
0.05% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
337
shares
|
$224,330
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
337
shares
|
$224,330
0.18% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
336
shares
|
$223,665
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
336
shares
|
$223,665
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
335
shares
|
$222,999
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Jan 13, 2026 Q4 2025 |
335
shares
|
$222,999
0.46% of portfolio
|
Q4 2025
Reduced 18.09%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
335
shares
|
$222,999
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 23, 2026 Q4 2025 |
334
shares
|
$222,333
0.06% of portfolio
|
Q4 2025
Added 0.3%
|
|