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 |
|---|---|---|---|---|---|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
32,925
shares
|
$21.9 Million
0.04% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
32,921
shares
|
$21.9 Million
3.29% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
32,908
shares
|
$21.9 Million
21.67% of portfolio
|
Q3 2025
Added 104.58%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
32,874
shares
|
$21.9 Million
5.27% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
32,866
shares
|
$21.9 Million
3.32% of portfolio
|
Q4 2025
Reduced 1.52%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Jan 20, 2026 Q4 2025 |
32,801
shares
|
$21.8 Million
1.82% of portfolio
|
Q4 2025
Added 6.05%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
32,795
shares
|
$21.8 Million
13.68% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
32,758
shares
|
$21.8 Million
0.56% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
32,716
shares
|
$21.8 Million
2.04% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
32,639
shares
|
$21.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Oct 22, 2025 Q3 2025 |
32,600
shares
|
$21.7 Million
19.92% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Bleichroeder LP
New York, NY |
Nov 14, 2025 Q3 2025 |
32,570
shares
|
$21.7 Million
5.82% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2026 Q4 2025 |
32,535
shares
|
$21.7 Million
8.77% of portfolio
|
Q4 2025
Reduced 1.72%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
32,524
shares
|
$21.7 Million
5.17% of portfolio
|
Q4 2025
Added 2.17%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
32,496
shares
|
$21.6 Million
24.75% of portfolio
|
Q3 2023
Added 41.53%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
32,469
shares
|
$21.6 Million
5.24% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
32,449
shares
|
$21.6 Million
2.2% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
32,414
shares
|
$21.6 Million
6.17% of portfolio
|
Q3 2025
Reduced 34.33%
|
|
|
Center Star Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
32,411
shares
|
$21.6 Million
41.56% of portfolio
|
Q3 2025
Reduced 71.37%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
32,398
shares
|
$21.6 Million
0.72% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 21, 2026 Q4 2025 |
32,312
shares
|
$21.5 Million
12.98% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
32,302
shares
|
$21.5 Million
0.38% of portfolio
|
Q3 2025
Added 24.51%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
32,282
shares
|
$21.5 Million
0.93% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
32,197
shares
|
$21.4 Million
13.99% of portfolio
|
Q1 2024
Added 1.83%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 08, 2026 Q4 2025 |
32,148
shares
|
$21.4 Million
11.63% of portfolio
|
Q4 2025
Reduced 1.72%
|
|