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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
85,434
shares
|
$56.9 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
84,986
shares
|
$56.6 Million
2.26% of portfolio
|
Q4 2025
Reduced 1.14%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
84,928
shares
|
$56.5 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.48%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 23, 2026 Q4 2025 |
84,643
shares
|
$56.3 Million
28.46% of portfolio
|
Q4 2025
Added 3.03%
|
|
|
Affinity Asset Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
84,490
shares
|
$56.2 Million
6.53% of portfolio
|
Q3 2025
New holding
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
84,439
shares
|
$56.2 Million
1.19% of portfolio
|
Q4 2025
Added 6.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
84,151
shares
|
$56 Million
2.19% of portfolio
|
Q4 2025
Added 9.0%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
83,862
shares
|
$55.8 Million
1.38% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
83,319
shares
|
$55.5 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
83,117
shares
|
$55.3 Million
9.61% of portfolio
|
Q4 2023
Added 1.57%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
83,109
shares
|
$55.3 Million
0.41% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
83,007
shares
|
$55.3 Million
0.01% of portfolio
|
Q3 2025
Added 81.8%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
82,929
shares
|
$55.2 Million
3.7% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
82,851
shares
|
$55.2 Million
1.57% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
82,490
shares
|
$54.9 Million
29.47% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
82,265
shares
|
$54.8 Million
1.65% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Sal Trading, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
81,899
shares
|
$54.5 Million
93.35% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
80,893
shares
|
$53.8 Million
1.35% of portfolio
|
Q3 2025
Added 20.37%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
80,823
shares
|
$53.8 Million
1.9% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
80,761
shares
|
$53.8 Million
6.85% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
80,401
shares
|
$53.5 Million
2.14% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Dec 09, 2025 Q3 2025 |
80,398
shares
|
$53.5 Million
39.05% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
80,221
shares
|
$53.4 Million
5.9% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 13, 2025 Q3 2025 |
79,588
shares
|
$53 Million
19.2% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
79,586
shares
|
$53 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.36%
|
|