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 |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
295
shares
|
$196,372
0.03% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Aug 14, 2025 Q2 2025 |
280
shares
|
$186,387
1.93% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
272
shares
|
$181,062
0.08% of portfolio
|
Q3 2025
Reduced 16.31%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
267
shares
|
$177,733
0.05% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
253
shares
|
$168,414
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
245
shares
|
$163,089
0.0% of portfolio
|
Q3 2025
Reduced 77.93%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Jan 14, 2026 Q4 2025 |
242
shares
|
$161,092
0.13% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
241
shares
|
$160,426
0.08% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
239
shares
|
$159,095
0.03% of portfolio
|
Q4 2025
Added 3.91%
|
|
|
Bey Douglas LLC
Marietta, GA |
Oct 30, 2025 Q3 2025 |
239
shares
|
$159,095
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
237
shares
|
$157,763
0.04% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
236
shares
|
$157,098
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
235
shares
|
$156,432
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
232
shares
|
$154,435
0.08% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
230
shares
|
$153,104
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
229
shares
|
$152,438
0.11% of portfolio
|
Q3 2025
Added 26.52%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
227
shares
|
$151,107
0.05% of portfolio
|
Q1 2025
Added 60.99%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
220
shares
|
$146,447
0.06% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
214
shares
|
$142,453
0.06% of portfolio
|
Q3 2025
Added 52.86%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
214
shares
|
$142,453
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 20, 2026 Q4 2025 |
211
shares
|
$140,456
0.1% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2025 Q3 2025 |
210
shares
|
$139,790
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Tsai Capital Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
209
shares
|
$139,125
0.12% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
207
shares
|
$137,793
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jan 21, 2026 Q4 2025 |
202
shares
|
$134,465
0.07% of portfolio
|
Q2 2024
Reduced 97.56%
|
|