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 |
|---|---|---|---|---|---|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
65,023
shares
|
$43.3 Million
13.5% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Jan 08, 2026 Q4 2025 |
64,997
shares
|
$43.3 Million
25.53% of portfolio
|
Q4 2025
Added 10.58%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 23, 2026 Q4 2025 |
64,775
shares
|
$43.1 Million
7.01% of portfolio
|
Q4 2025
Added 7.52%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
64,698
shares
|
$43.1 Million
6.83% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
64,351
shares
|
$42.8 Million
2.78% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
64,350
shares
|
$42.8 Million
2.59% of portfolio
|
Q3 2025
Added 18.44%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
64,277
shares
|
$42.8 Million
1.05% of portfolio
|
Q3 2025
Reduced 33.53%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
64,228
shares
|
$42.8 Million
4.13% of portfolio
|
Q2 2024
Added 2.39%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
63,926
shares
|
$42.6 Million
1.79% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
63,818
shares
|
$42.5 Million
1.05% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Jan 12, 2026 Q4 2025 |
63,811
shares
|
$42.5 Million
15.39% of portfolio
|
Q4 2025
Added 12.93%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
63,513
shares
|
$42.3 Million
0.03% of portfolio
|
Q3 2025
Added 249.07%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
63,437
shares
|
$42.2 Million
0.51% of portfolio
|
Q3 2025
Added 101.9%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Jan 22, 2026 Q4 2025 |
63,429
shares
|
$42.2 Million
9.41% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
63,368
shares
|
$42.2 Million
10.72% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
63,249
shares
|
$42.1 Million
24.36% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
63,249
shares
|
$42.1 Million
7.53% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Oct 27, 2025 Q3 2025 |
63,030
shares
|
$42 Million
66.21% of portfolio
|
Q3 2025
Reduced 14.64%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
62,767
shares
|
$41.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 23, 2026 Q4 2025 |
62,740
shares
|
$41.8 Million
10.56% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
62,656
shares
|
$41.7 Million
1.69% of portfolio
|
Q4 2025
Added 11.58%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
62,475
shares
|
$41.6 Million
0.1% of portfolio
|
Q3 2025
Added 22.77%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
62,049
shares
|
$41.3 Million
3.86% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
61,760
shares
|
$41.1 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Youngs Advisory Group, Inc.
|
Jan 14, 2026 Q4 2025 |
61,198
shares
|
$40.7 Million
13.78% of portfolio
|
Q4 2025
Reduced 3.75%
|
|