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 |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
58,676
shares
|
$39.1 Million
13.13% of portfolio
|
Q4 2025
Reduced 1.12%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
58,460
shares
|
$38.9 Million
4.79% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 23, 2026 Q4 2025 |
58,382
shares
|
$38.9 Million
5.5% of portfolio
|
Q4 2025
Added 18.6%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
58,172
shares
|
$38.7 Million
2.66% of portfolio
|
Q3 2025
Reduced 99.55%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
58,020
shares
|
$38.6 Million
9.63% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
57,746
shares
|
$38.4 Million
1.0% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
57,743
shares
|
$38.4 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
57,734
shares
|
$38.4 Million
24.34% of portfolio
|
Q3 2025
Reduced 22.81%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 13, 2025 Q3 2025 |
57,721
shares
|
$38.4 Million
0.24% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Trust CO Of Virginia
|
Jan 23, 2026 Q4 2025 |
57,672
shares
|
$38.4 Million
3.09% of portfolio
|
Q4 2025
Added 8.32%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
57,624
shares
|
$38.4 Million
7.97% of portfolio
|
Q2 2024
Added 18.16%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
57,379
shares
|
$38.2 Million
9.9% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
57,356
shares
|
$38.2 Million
5.5% of portfolio
|
Q3 2025
Reduced 41.93%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
57,334
shares
|
$38.2 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
57,226
shares
|
$38.1 Million
1.45% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
57,199
shares
|
$38.1 Million
15.54% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Tig Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
57,039
shares
|
$38 Million
2.31% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
57,017
shares
|
$38 Million
2.56% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
56,913
shares
|
$37.9 Million
11.07% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
56,862
shares
|
$37.9 Million
1.56% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
56,594
shares
|
$37.7 Million
0.29% of portfolio
|
Q4 2023
Reduced 0.21%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
56,216
shares
|
$37.4 Million
5.21% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
56,194
shares
|
$37.4 Million
15.82% of portfolio
|
Q4 2023
Added 895.99%
|
|
|
Hms Capital Management, LLC
|
Jan 16, 2026 Q4 2025 |
56,110
shares
|
$37.4 Million
15.66% of portfolio
|
Q4 2025
Reduced 30.17%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Nov 10, 2025 Q3 2025 |
56,083
shares
|
$37.3 Million
17.48% of portfolio
|
Q3 2025
Added 2.25%
|
|