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 |
|---|---|---|---|---|---|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
103,327
shares
|
$68.8 Million
2.46% of portfolio
|
Q3 2025
Reduced 34.03%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
103,308
shares
|
$68.8 Million
1.24% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
102,208
shares
|
$68 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
102,156
shares
|
$68 Million
6.97% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
101,989
shares
|
$67.9 Million
4.2% of portfolio
|
Q3 2021
Added 0.77%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
101,761
shares
|
$67.7 Million
3.68% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
101,350
shares
|
$67.5 Million
23.67% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2025 Q3 2025 |
101,183
shares
|
$67.4 Million
28.47% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
101,039
shares
|
$67.3 Million
5.32% of portfolio
|
Q3 2025
Added 659.24%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
100,853
shares
|
$67.1 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
100,772
shares
|
$67.1 Million
8.45% of portfolio
|
Q3 2025
Reduced 47.76%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
100,755
shares
|
$67.1 Million
6.63% of portfolio
|
Q4 2025
Reduced 1.04%
|
|
|
Limestone Investment Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
100,305
shares
|
$66.8 Million
5.29% of portfolio
|
Q3 2025
Reduced 40.52%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
100,204
shares
|
$66.7 Million
9.19% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Westpark Management, LLC
|
Oct 24, 2022 Q3 2022 |
100,000
shares
|
$66.6 Million
52.4% of portfolio
|
Q4 2021
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
99,005
shares
|
$65.9 Million
0.64% of portfolio
|
Q3 2023
Added 8.43%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
98,869
shares
|
$65.8 Million
29.23% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
98,772
shares
|
$65.7 Million
3.55% of portfolio
|
Q2 2024
Reduced 23.73%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
98,688
shares
|
$65.7 Million
1.22% of portfolio
|
Q4 2025
Added 2.08%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
98,629
shares
|
$65.7 Million
2.83% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
98,568
shares
|
$65.6 Million
7.42% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
98,508
shares
|
$65.6 Million
0.72% of portfolio
|
Q4 2025
Added 19.52%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
98,414
shares
|
$65.5 Million
2.89% of portfolio
|
Q3 2025
Reduced 77.12%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
98,396
shares
|
$65.5 Million
6.35% of portfolio
|
Q3 2022
Added 1.06%
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
98,305
shares
|
$65.4 Million
11.07% of portfolio
|
Q4 2025
Reduced 5.98%
|
|