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 |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
34,646
shares
|
$23.1 Million
0.49% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
34,642
shares
|
$23.1 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
34,619
shares
|
$23 Million
0.01% of portfolio
|
Q4 2024
Added 312.38%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
34,577
shares
|
$23 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Jcp Investment Management, LLC
|
Nov 14, 2025 Q3 2025 |
34,547
shares
|
$23 Million
16.38% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
34,510
shares
|
$23 Million
1.19% of portfolio
|
Q1 2024
Added 6802.0%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
34,442
shares
|
$22.9 Million
14.81% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
34,417
shares
|
$22.9 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
34,370
shares
|
$22.9 Million
1.44% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
34,337
shares
|
$22.9 Million
7.44% of portfolio
|
Q4 2025
Reduced 1.3%
|
|
|
Axa Investment Managers S.A.
Puteaux, I0 |
Nov 14, 2025 Q3 2025 |
34,266
shares
|
$22.8 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
34,176
shares
|
$22.7 Million
1.59% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
34,085
shares
|
$22.7 Million
7.41% of portfolio
|
Q3 2025
Added 13.18%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
33,959
shares
|
$22.6 Million
5.5% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
33,857
shares
|
$22.5 Million
15.9% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
33,830
shares
|
$22.5 Million
1.63% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
33,783
shares
|
$22.5 Million
8.1% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
33,584
shares
|
$22.4 Million
7.96% of portfolio
|
Q3 2025
Added 12866.8%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
33,531
shares
|
$22.3 Million
0.26% of portfolio
|
Q4 2023
Reduced 0.61%
|
|
|
E&G Advisors, LP
|
Jan 23, 2026 Q4 2025 |
33,514
shares
|
$22.3 Million
5.2% of portfolio
|
Q4 2025
Added 6.5%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
33,466
shares
|
$22.3 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
33,356
shares
|
$22.2 Million
1.97% of portfolio
|
Q4 2025
Added 1.16%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
33,257
shares
|
$22.1 Million
16.96% of portfolio
|
Q4 2025
Reduced 0.91%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
33,214
shares
|
$22.1 Million
1.39% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Tikvah Management LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
33,104
shares
|
$22 Million
7.16% of portfolio
|
Q3 2025
New holding
|
|