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 |
|---|---|---|---|---|---|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
39,696
shares
|
$26.4 Million
11.36% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
39,675
shares
|
$26.4 Million
3.87% of portfolio
|
Q3 2025
Added 61.83%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
39,614
shares
|
$26.4 Million
14.96% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
39,612
shares
|
$26.4 Million
2.15% of portfolio
|
Q4 2025
Added 2.55%
|
|
|
George Kaiser Family Foundation
|
Nov 12, 2025 Q3 2025 |
39,583
shares
|
$26.3 Million
3.72% of portfolio
|
Q2 2025
Added 52.71%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
39,583
shares
|
$26.3 Million
3.48% of portfolio
|
Q2 2025
Added 52.71%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
39,529
shares
|
$26.3 Million
1.12% of portfolio
|
Q2 2022
Added 18.3%
|
|
|
Whitford Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
39,451
shares
|
$26.3 Million
26.4% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
39,441
shares
|
$26.3 Million
1.2% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
39,396
shares
|
$26.2 Million
0.97% of portfolio
|
Q4 2025
Added 270.65%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
39,319
shares
|
$26.2 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
39,305
shares
|
$26.2 Million
3.43% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
39,251
shares
|
$26.1 Million
8.39% of portfolio
|
Q1 2025
Added 113.49%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Dec 08, 2025 Q3 2025 |
39,237
shares
|
$26.1 Million
13.74% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
39,198
shares
|
$26.1 Million
0.07% of portfolio
|
Q4 2022
Added 26.24%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
39,132
shares
|
$26 Million
0.72% of portfolio
|
Q4 2024
Added 28.56%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
39,123
shares
|
$26 Million
1.17% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
39,047
shares
|
$26 Million
2.04% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
39,025
shares
|
$26 Million
2.27% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
39,019
shares
|
$26 Million
2.46% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
38,968
shares
|
$25.9 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
38,904
shares
|
$25.9 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
38,680
shares
|
$25.7 Million
1.79% of portfolio
|
Q3 2025
Added 85.86%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
38,668
shares
|
$25.7 Million
5.04% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
38,635
shares
|
$25.7 Million
4.18% of portfolio
|
Q3 2025
Added 561.44%
|
|