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 |
|---|---|---|---|---|---|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
155
shares
|
$103,178
0.06% of portfolio
|
Q3 2025
Reduced 52.45%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
150
shares
|
$99,850
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
150
shares
|
$99,850
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
145
shares
|
$96,522
0.01% of portfolio
|
Q1 2025
Reduced 38.82%
|
|
|
Groesbeck Investment Management Corp
|
Jan 21, 2026 Q4 2025 |
142
shares
|
$94,525
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
139
shares
|
$92,528
0.02% of portfolio
|
Q2 2025
Added 504.35%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
136
shares
|
$90,531
0.0% of portfolio
|
Q3 2025
Reduced 19.53%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
136
shares
|
$90,531
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
134
shares
|
$89,199
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
130
shares
|
$86,537
0.03% of portfolio
|
Q4 2023
Added 160.0%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
130
shares
|
$86,537
0.05% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
128
shares
|
$85,205
0.03% of portfolio
|
Q2 2024
Reduced 65.96%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
120
shares
|
$79,880
0.02% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
120
shares
|
$79,880
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
119
shares
|
$79,214
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
118
shares
|
$78,549
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
118
shares
|
$78,549
0.06% of portfolio
|
Q3 2025
Added 45.68%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
117
shares
|
$77,883
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
116
shares
|
$77,217
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Capco Asset Management, LLC
|
Nov 12, 2025 Q3 2025 |
113
shares
|
$75,220
0.02% of portfolio
|
Q2 2025
Added 413.64%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
112
shares
|
$74,555
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 15, 2026 Q4 2025 |
111
shares
|
$73,889
0.04% of portfolio
|
Q3 2022
Added 0.91%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jan 23, 2026 Q4 2025 |
107
shares
|
$71,226
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
106
shares
|
$70,561
0.03% of portfolio
|
Q3 2025
Added 158.54%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
105
shares
|
$69,895
0.01% of portfolio
|
Q3 2025
Reduced 20.45%
|
|