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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
91,744
shares
|
$61.1 Million
3.8% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
91,351
shares
|
$60.8 Million
1.34% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Cumberland Advisors Inc
|
Nov 10, 2025 Q3 2025 |
90,893
shares
|
$60.5 Million
23.24% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
90,881
shares
|
$60.5 Million
2.9% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
90,549
shares
|
$60.3 Million
0.57% of portfolio
|
Q2 2025
Added 22.08%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
90,501
shares
|
$60.2 Million
23.0% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
90,223
shares
|
$60.1 Million
0.27% of portfolio
|
Q3 2025
Added 4533.95%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
90,162
shares
|
$60 Million
1.88% of portfolio
|
Q4 2025
Reduced 1.56%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
89,750
shares
|
$59.7 Million
12.08% of portfolio
|
Q3 2025
Added 19.67%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
89,724
shares
|
$59.7 Million
4.99% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
89,607
shares
|
$59.6 Million
0.31% of portfolio
|
Q3 2025
Added 27.55%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
89,547
shares
|
$59.6 Million
19.4% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Granby Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
89,500
shares
|
$59.6 Million
31.8% of portfolio
|
Q2 2024
Reduced 14.35%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
89,216
shares
|
$59.4 Million
2.28% of portfolio
|
Q3 2025
Added 27.18%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
88,997
shares
|
$59.2 Million
35.51% of portfolio
|
Q4 2025
Reduced 2.11%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
88,805
shares
|
$59.1 Million
1.65% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
88,385
shares
|
$58.8 Million
1.89% of portfolio
|
Q2 2023
Added 1.15%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
88,100
shares
|
$58.6 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
87,926
shares
|
$58.5 Million
1.11% of portfolio
|
Q4 2025
Reduced 1.26%
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
87,798
shares
|
$58.4 Million
9.01% of portfolio
|
Q4 2025
Added 2.78%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
87,246
shares
|
$58.1 Million
0.45% of portfolio
|
Q3 2025
Added 53.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
87,103
shares
|
$58 Million
1.75% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
86,693
shares
|
$57.7 Million
4.54% of portfolio
|
N/A
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
85,958
shares
|
$57.2 Million
36.79% of portfolio
|
Q2 2023
Added 198.56%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 06, 2026 Q4 2025 |
85,733
shares
|
$57.1 Million
31.96% of portfolio
|
Q4 2025
Added 6.58%
|
|