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 |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
98,143
shares
|
$65.3 Million
0.43% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
97,778
shares
|
$65.1 Million
1.7% of portfolio
|
Q3 2025
Added 104.65%
|
|
|
Murchinson Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
97,500
shares
|
$64.9 Million
11.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
97,356
shares
|
$64.8 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
96,613
shares
|
$64.3 Million
0.78% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
95,796
shares
|
$63.8 Million
2.02% of portfolio
|
Q3 2025
Added 111.98%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
95,724
shares
|
$63.7 Million
10.19% of portfolio
|
Q2 2023
Added 6.67%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
95,594
shares
|
$63.6 Million
0.09% of portfolio
|
Q3 2025
Reduced 79.31%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
95,165
shares
|
$63.3 Million
4.95% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
94,964
shares
|
$63.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
94,931
shares
|
$63.2 Million
29.91% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
94,897
shares
|
$63.2 Million
1.41% of portfolio
|
Q2 2025
Reduced 55.31%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
94,838
shares
|
$63.1 Million
0.12% of portfolio
|
Q4 2025
Added 177.7%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
94,643
shares
|
$63 Million
9.74% of portfolio
|
Q1 2025
Added 65.7%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
94,596
shares
|
$63 Million
11.85% of portfolio
|
Q4 2025
Reduced 2.64%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
94,550
shares
|
$62.9 Million
1.48% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 20, 2026 Q4 2025 |
94,001
shares
|
$62.6 Million
14.17% of portfolio
|
Q4 2025
Added 56.83%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
93,751
shares
|
$62.4 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
92,744
shares
|
$61.7 Million
1.03% of portfolio
|
Q4 2025
Reduced 11.5%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
92,673
shares
|
$61.7 Million
1.17% of portfolio
|
Q3 2024
Added 18.76%
|
|
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
Jan 14, 2026 Q4 2025 |
92,608
shares
|
$61.6 Million
12.03% of portfolio
|
Q4 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
92,537
shares
|
$61.6 Million
1.4% of portfolio
|
Q2 2020
Reduced 11.16%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
92,091
shares
|
$61.3 Million
2.42% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
92,055
shares
|
$61.3 Million
0.77% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
92,031
shares
|
$61.3 Million
16.76% of portfolio
|
Q4 2025
Added 6.13%
|
|