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 |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 23, 2026 Q4 2025 |
201
shares
|
$133,799
0.07% of portfolio
|
Q4 2025
Reduced 59.88%
|
|
|
Oakhurst Advisors,Llc
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
200
shares
|
$133,134
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
200
shares
|
$133,134
0.04% of portfolio
|
Q3 2025
Reduced 27.01%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
199
shares
|
$132,468
0.12% of portfolio
|
Q3 2025
Reduced 24.91%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
196
shares
|
$130,471
0.06% of portfolio
|
Q4 2025
Reduced 7.98%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
196
shares
|
$130,471
0.09% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
195
shares
|
$129,805
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 21, 2026 Q4 2025 |
192
shares
|
$127,808
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
187
shares
|
$124,480
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
187
shares
|
$124,480
0.1% of portfolio
|
Q2 2025
Added 54.55%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
187
shares
|
$124,480
0.09% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
185
shares
|
$123,148
0.09% of portfolio
|
Q4 2025
Added 14.2%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
183
shares
|
$121,817
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
180
shares
|
$119,820
0.0% of portfolio
|
Q2 2025
Reduced 58.14%
|
|
|
Evolution Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
179
shares
|
$119,154
0.05% of portfolio
|
Q1 2023
Reduced 5.79%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
178
shares
|
$118,489
0.02% of portfolio
|
Q3 2023
Reduced 7.77%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
178
shares
|
$118,489
0.08% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
173
shares
|
$115,160
0.03% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
169
shares
|
$112,498
0.02% of portfolio
|
Q4 2023
Reduced 66.73%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
168
shares
|
$111,832
0.06% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
166
shares
|
$110,501
0.07% of portfolio
|
Q4 2024
Reduced 26.87%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 30, 2025 Q3 2025 |
166
shares
|
$110,501
0.03% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 22, 2026 Q4 2025 |
164
shares
|
$109,169
0.05% of portfolio
|
Q4 2025
Reduced 10.38%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
163
shares
|
$108,504
0.04% of portfolio
|
Q2 2025
Reduced 41.37%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
162
shares
|
$107,838
0.01% of portfolio
|
Q4 2025
Added 26.56%
|
|