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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
30,624
shares
|
$20.4 Million
3.86% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
30,610
shares
|
$20.4 Million
9.55% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
30,604
shares
|
$20.4 Million
0.76% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
30,530
shares
|
$20.3 Million
0.34% of portfolio
|
Q4 2025
Added 7.94%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
30,517
shares
|
$20.3 Million
4.43% of portfolio
|
Q2 2025
Added 30.21%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 20, 2026 Q4 2025 |
30,398
shares
|
$20.2 Million
4.66% of portfolio
|
Q4 2025
Reduced 7.66%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
30,368
shares
|
$20.2 Million
8.52% of portfolio
|
Q1 2023
Added 354.82%
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
30,232
shares
|
$20.1 Million
48.32% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
30,225
shares
|
$20.1 Million
2.53% of portfolio
|
Q4 2025
Reduced 20.82%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
30,151
shares
|
$20.1 Million
0.28% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
30,132
shares
|
$20.1 Million
1.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
30,088
shares
|
$20 Million
0.05% of portfolio
|
Q3 2025
Added 50.51%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
30,078
shares
|
$20 Million
5.51% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
30,060
shares
|
$20 Million
1.15% of portfolio
|
Q4 2025
Added 4.77%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
30,037
shares
|
$20 Million
6.53% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
29,969
shares
|
$19.9 Million
0.65% of portfolio
|
Q3 2025
Added 80.2%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
29,965
shares
|
$19.9 Million
9.95% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
29,958
shares
|
$19.9 Million
11.02% of portfolio
|
Q4 2025
Reduced 4.83%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
29,945
shares
|
$19.9 Million
0.59% of portfolio
|
Q4 2025
Added 1.2%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 23, 2026 Q4 2025 |
29,937
shares
|
$19.9 Million
2.97% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
29,921
shares
|
$19.9 Million
0.29% of portfolio
|
Q2 2024
Added 23.07%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
29,900
shares
|
$19.9 Million
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
29,890
shares
|
$19.9 Million
7.04% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
29,886
shares
|
$19.9 Million
2.74% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
29,836
shares
|
$19.9 Million
7.21% of portfolio
|
Q3 2025
Added 1.18%
|
|