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 |
|---|---|---|---|---|---|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
49,026
shares
|
$32.6 Million
2.01% of portfolio
|
Q4 2025
Reduced 4.85%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
48,992
shares
|
$32.6 Million
2.08% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
48,979
shares
|
$32.6 Million
14.44% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
48,972
shares
|
$32.6 Million
13.76% of portfolio
|
Q2 2025
Added 8461.54%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
48,863
shares
|
$32.5 Million
0.79% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
48,813
shares
|
$32.5 Million
16.96% of portfolio
|
Q3 2023
Reduced 41.69%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
48,530
shares
|
$32.3 Million
9.82% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
48,499
shares
|
$32.3 Million
2.17% of portfolio
|
Q3 2025
Added 31.04%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
48,400
shares
|
$32.2 Million
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
48,305
shares
|
$32.2 Million
5.1% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
48,207
shares
|
$32.1 Million
6.6% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
48,086
shares
|
$32 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
47,844
shares
|
$31.8 Million
2.06% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 21, 2026 Q4 2025 |
47,811
shares
|
$31.8 Million
8.18% of portfolio
|
Q4 2025
Added 0.63%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
47,698
shares
|
$31.8 Million
5.2% of portfolio
|
Q3 2025
Added 1963.06%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
47,631
shares
|
$31.7 Million
6.64% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
47,459
shares
|
$31.6 Million
2.16% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
47,263
shares
|
$31.5 Million
0.47% of portfolio
|
Q3 2022
Added 35.31%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
47,085
shares
|
$31.3 Million
1.87% of portfolio
|
Q4 2023
Reduced 0.72%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
46,917
shares
|
$31.2 Million
1.29% of portfolio
|
Q4 2025
Added 59.58%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 10, 2025 Q3 2025 |
46,839
shares
|
$31.2 Million
24.91% of portfolio
|
Q3 2025
Added 154.44%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 23, 2026 Q4 2025 |
46,601
shares
|
$31 Million
3.85% of portfolio
|
Q4 2025
Reduced 1.79%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
46,529
shares
|
$31 Million
1.91% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
46,438
shares
|
$30.9 Million
3.9% of portfolio
|
Q4 2025
Added 11.07%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
46,324
shares
|
$30.8 Million
6.99% of portfolio
|
Q3 2025
Added 2.17%
|
|