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 |
|---|---|---|---|---|---|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
61,007
shares
|
$40.6 Million
12.05% of portfolio
|
Q4 2025
Reduced 3.28%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
60,884
shares
|
$40.5 Million
2.3% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
60,746
shares
|
$40.4 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
60,715
shares
|
$40.4 Million
1.54% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
60,690
shares
|
$40.4 Million
9.5% of portfolio
|
Q4 2025
Reduced 0.16%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 27, 2025 Q3 2025 |
60,595
shares
|
$40.3 Million
8.48% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
60,370
shares
|
$40.2 Million
0.7% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
60,317
shares
|
$40.2 Million
13.64% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Verger Capital Management LLC
|
Oct 22, 2025 Q3 2025 |
60,141
shares
|
$40 Million
13.0% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
60,060
shares
|
$40 Million
5.35% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
59,934
shares
|
$39.9 Million
5.81% of portfolio
|
Q2 2022
Added 4.89%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
59,839
shares
|
$39.8 Million
1.04% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
59,832
shares
|
$39.8 Million
1.18% of portfolio
|
Q4 2025
Reduced 0.99%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
59,772
shares
|
$39.8 Million
3.21% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
59,668
shares
|
$39.7 Million
5.18% of portfolio
|
Q3 2025
Added 12.89%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
59,539
shares
|
$39.6 Million
9.04% of portfolio
|
Q4 2022
Reduced 39.61%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
59,366
shares
|
$39.5 Million
15.35% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
59,273
shares
|
$39.5 Million
1.44% of portfolio
|
Q3 2025
Reduced 20.73%
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
59,140
shares
|
$39.4 Million
9.27% of portfolio
|
Q4 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
58,829
shares
|
$39.2 Million
0.16% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
58,791
shares
|
$39.1 Million
3.97% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
58,788
shares
|
$39.1 Million
1.39% of portfolio
|
Q4 2025
Reduced 6.69%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
58,783
shares
|
$39.1 Million
0.84% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
58,721
shares
|
$39.1 Million
7.03% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Mtc Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
58,688
shares
|
$39.1 Million
18.72% of portfolio
|
Q4 2025
Reduced 3.12%
|
|