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 |
|---|---|---|---|---|---|
|
Drum Hill Capital, LLC
Westport, CT |
Oct 14, 2025 Q3 2025 |
334
shares
|
$222,333
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
332
shares
|
$221,002
0.04% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
332
shares
|
$221,002
0.05% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
332
shares
|
$221,002
0.1% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
331
shares
|
$220,336
0.15% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
330
shares
|
$219,671
0.06% of portfolio
|
Q3 2025
Reduced 33.6%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
330
shares
|
$219,671
0.11% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Claris Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
328
shares
|
$218,339
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
325
shares
|
$216,342
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Thomas Story & Son LLC
Culver, IN |
Oct 10, 2025 Q3 2025 |
325
shares
|
$216,342
0.08% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
Brookmont Capital Management
Dallas, TX |
Nov 10, 2025 Q3 2025 |
325
shares
|
$216,342
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 22, 2026 Q4 2025 |
325
shares
|
$216,342
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
323
shares
|
$215,011
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
322
shares
|
$214,345
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
322
shares
|
$214,345
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
321
shares
|
$213,680
0.05% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Nov 04, 2025 Q3 2025 |
321
shares
|
$213,680
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 21, 2026 Q4 2025 |
319
shares
|
$212,348
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Cmc Financial Group
Atlanta, GA |
Dec 01, 2025 Q3 2025 |
318
shares
|
$211,683
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
317
shares
|
$211,017
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 23, 2026 Q4 2025 |
317
shares
|
$211,017
0.01% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
315
shares
|
$209,686
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Dorsey Wright & Associates
|
Nov 18, 2025 Q3 2025 |
315
shares
|
$209,686
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
315
shares
|
$209,686
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
314
shares
|
$209,020
0.12% of portfolio
|
Q3 2025
Reduced 13.02%
|
|