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 |
|---|---|---|---|---|---|
|
Relyea Zuckerberg Hanson LLC
|
Jan 20, 2026 Q4 2025 |
29,789
shares
|
$19.8 Million
2.11% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
29,784
shares
|
$19.8 Million
2.03% of portfolio
|
Q3 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
29,745
shares
|
$19.8 Million
1.42% of portfolio
|
Q4 2025
Added 4.57%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
29,727
shares
|
$19.8 Million
8.43% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 22, 2026 Q4 2025 |
29,633
shares
|
$19.7 Million
8.41% of portfolio
|
Q4 2025
Added 0.74%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
29,594
shares
|
$19.7 Million
5.18% of portfolio
|
Q3 2025
Reduced 51.13%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
29,506
shares
|
$19.6 Million
3.19% of portfolio
|
Q4 2025
Reduced 4.72%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
29,449
shares
|
$19.6 Million
4.9% of portfolio
|
Q3 2022
Added 2.27%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
29,445
shares
|
$19.6 Million
9.23% of portfolio
|
Q3 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
29,302
shares
|
$19.5 Million
0.94% of portfolio
|
Q4 2025
Added 4.54%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
29,273
shares
|
$19.5 Million
6.79% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
29,223
shares
|
$19.5 Million
0.69% of portfolio
|
Q3 2025
Added 28.87%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Nov 12, 2025 Q3 2025 |
29,215
shares
|
$19.4 Million
12.47% of portfolio
|
Q3 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
29,202
shares
|
$19.4 Million
2.96% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
29,132
shares
|
$19.4 Million
3.67% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
29,002
shares
|
$19.3 Million
6.77% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
28,990
shares
|
$19.3 Million
0.62% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
28,832
shares
|
$19.2 Million
1.21% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
28,772
shares
|
$19.2 Million
1.69% of portfolio
|
Q4 2025
Added 22.44%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
28,654
shares
|
$19.1 Million
2.13% of portfolio
|
Q3 2025
Reduced 49.42%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
28,623
shares
|
$19.1 Million
4.11% of portfolio
|
Q4 2025
Added 3.98%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 20, 2026 Q4 2025 |
28,596
shares
|
$19 Million
0.54% of portfolio
|
Q4 2025
Added 5.11%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
28,581
shares
|
$19 Million
6.77% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
28,557
shares
|
$19 Million
1.78% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
28,552
shares
|
$19 Million
3.57% of portfolio
|
Q4 2024
Added 0.92%
|
|