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 |
|---|---|---|---|---|---|
|
Oakmont Corp
|
Jan 20, 2026 Q4 2025 |
53,241
shares
|
$35.4 Million
6.17% of portfolio
|
Q4 2025
Added 2.73%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
53,166
shares
|
$35.4 Million
1.26% of portfolio
|
Q4 2025
Reduced 1.91%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
53,066
shares
|
$35.3 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Birinyi Associates Inc
|
Oct 29, 2025 Q3 2025 |
52,936
shares
|
$35.2 Million
9.14% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
52,554
shares
|
$35 Million
9.26% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Bridgewater Advisors Inc.
|
Jan 23, 2026 Q4 2025 |
52,390
shares
|
$34.9 Million
2.46% of portfolio
|
Q4 2025
Reduced 0.13%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
52,332
shares
|
$34.8 Million
0.68% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
52,288
shares
|
$34.8 Million
3.43% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
52,273
shares
|
$34.8 Million
1.37% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
52,187
shares
|
$34.7 Million
1.52% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
52,077
shares
|
$34.7 Million
4.53% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
52,021
shares
|
$34.6 Million
6.1% of portfolio
|
Q3 2025
Added 41.54%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
52,017
shares
|
$34.6 Million
0.55% of portfolio
|
Q4 2025
Reduced 1.31%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
51,940
shares
|
$34.6 Million
18.79% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
51,774
shares
|
$34.5 Million
4.21% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
51,770
shares
|
$34.5 Million
0.12% of portfolio
|
Q3 2025
Added 1259.86%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
51,602
shares
|
$34.3 Million
8.94% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
51,542
shares
|
$34.3 Million
6.02% of portfolio
|
Q4 2025
Reduced 16.46%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
51,494
shares
|
$34.3 Million
9.09% of portfolio
|
Q3 2025
Added 13.5%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
51,487
shares
|
$34.3 Million
14.32% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
51,485
shares
|
$34.3 Million
7.31% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
51,451
shares
|
$34.2 Million
16.6% of portfolio
|
Q3 2025
Reduced 10.48%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
51,441
shares
|
$34.2 Million
1.03% of portfolio
|
Q3 2025
Added 24.93%
|
|
|
Momentum Wealth Planning, LLC
Estero, FL |
Nov 12, 2025 Q3 2025 |
51,436
shares
|
$34.2 Million
26.74% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
51,395
shares
|
$34.2 Million
0.08% of portfolio
|
Q3 2025
Added 321.55%
|
|