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 |
|---|---|---|---|---|---|
|
Lsp Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
51,390
shares
|
$34.2 Million
21.41% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
51,376
shares
|
$34.2 Million
1.71% of portfolio
|
Q3 2025
Added 15.61%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
51,325
shares
|
$34.2 Million
3.01% of portfolio
|
Q4 2025
Reduced 2.31%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
51,279
shares
|
$34.1 Million
6.65% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Wind River Trust CO
|
Nov 12, 2025 Q3 2025 |
51,273
shares
|
$34.1 Million
12.75% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
180 Gps Investments Ic LTD
St Peter Port, |
Nov 13, 2025 Q3 2025 |
51,268
shares
|
$34.1 Million
19.84% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
51,225
shares
|
$34.1 Million
0.21% of portfolio
|
Q3 2025
Added 21.78%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
51,103
shares
|
$34 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
50,890
shares
|
$33.9 Million
2.21% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
50,778
shares
|
$33.8 Million
3.01% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
50,765
shares
|
$33.8 Million
2.67% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Ninepoint Partners LP
|
Nov 12, 2025 Q3 2025 |
50,500
shares
|
$33.6 Million
5.06% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
50,470
shares
|
$33.6 Million
0.73% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
50,331
shares
|
$33.5 Million
0.5% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
50,305
shares
|
$33.5 Million
0.75% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
50,186
shares
|
$33.4 Million
1.9% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
49,981
shares
|
$33.3 Million
11.51% of portfolio
|
Q4 2025
Reduced 2.09%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
49,879
shares
|
$33.2 Million
1.84% of portfolio
|
Q3 2025
Added 25.22%
|
|
|
Stonegate Management LLC
Lake Forest, IL |
Nov 13, 2025 Q3 2025 |
49,736
shares
|
$33.1 Million
22.01% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 12, 2025 Q3 2025 |
49,724
shares
|
$33.1 Million
0.17% of portfolio
|
Q3 2025
Reduced 71.36%
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
49,553
shares
|
$33 Million
2.75% of portfolio
|
Q4 2025
Added 2.24%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
49,400
shares
|
$32.9 Million
10.44% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
49,354
shares
|
$32.9 Million
4.21% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
49,273
shares
|
$32.8 Million
15.17% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
49,099
shares
|
$32.7 Million
2.65% of portfolio
|
Q3 2025
Added 57.34%
|
|