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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
41,366
shares
|
$27.5 Million
0.79% of portfolio
|
Q3 2025
Reduced 17.3%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
41,335
shares
|
$27.5 Million
4.07% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
41,279
shares
|
$27.5 Million
0.17% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
41,279
shares
|
$27.5 Million
7.15% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
41,186
shares
|
$27.4 Million
3.01% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
41,040
shares
|
$27.3 Million
1.48% of portfolio
|
Q3 2025
Added 60.33%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
41,040
shares
|
$27.3 Million
0.23% of portfolio
|
Q3 2025
Reduced 26.83%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
41,000
shares
|
$27.3 Million
1.52% of portfolio
|
Q1 2022
Reduced 4.65%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
40,987
shares
|
$27.3 Million
8.89% of portfolio
|
Q3 2025
Reduced 9.39%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
40,810
shares
|
$27.2 Million
13.73% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Rk Capital Management, Llc/Fl
Weston, FL |
Nov 13, 2025 Q3 2025 |
40,767
shares
|
$27.1 Million
0.21% of portfolio
|
Q1 2025
Added 238.13%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
40,754
shares
|
$27.1 Million
2.66% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
40,746
shares
|
$27.1 Million
3.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
40,710
shares
|
$27.1 Million
0.73% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
40,707
shares
|
$27.1 Million
1.54% of portfolio
|
Q4 2022
Reduced 31.3%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
40,582
shares
|
$27 Million
0.11% of portfolio
|
Q3 2025
Added 32.31%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
40,378
shares
|
$26.9 Million
14.37% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
40,366
shares
|
$26.9 Million
0.89% of portfolio
|
Q4 2025
Reduced 8.4%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
40,312
shares
|
$26.8 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
40,102
shares
|
$26.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
40,028
shares
|
$26.6 Million
10.44% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
40,027
shares
|
$26.6 Million
11.12% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
39,916
shares
|
$26.6 Million
5.99% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
39,857
shares
|
$26.5 Million
3.56% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
39,731
shares
|
$26.4 Million
1.74% of portfolio
|
Q3 2024
Added 2.02%
|
|