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 |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Jan 21, 2026 Q4 2025 |
28,550
shares
|
$19 Million
1.63% of portfolio
|
Q4 2025
Reduced 3.0%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
28,542
shares
|
$19 Million
0.88% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
28,530
shares
|
$19 Million
2.57% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
28,510
shares
|
$19 Million
1.1% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
28,498
shares
|
$19 Million
7.7% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
28,444
shares
|
$18.9 Million
0.39% of portfolio
|
Q3 2025
Added 56.66%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 20, 2025 Q3 2025 |
28,438
shares
|
$18.9 Million
4.02% of portfolio
|
Q3 2025
Reduced 62.46%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
28,423
shares
|
$18.9 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
28,400
shares
|
$18.9 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
28,257
shares
|
$18.8 Million
11.0% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
28,152
shares
|
$18.7 Million
1.98% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Palo Ds Manager LLC
Miami Beach, FL |
Nov 14, 2025 Q3 2025 |
28,024
shares
|
$18.7 Million
6.7% of portfolio
|
Q3 2025
Added 172.77%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
28,001
shares
|
$18.6 Million
11.09% of portfolio
|
Q4 2022
Reduced 6.6%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
27,985
shares
|
$18.6 Million
6.01% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
27,981
shares
|
$18.6 Million
3.09% of portfolio
|
Q3 2025
Added 92.42%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
27,979
shares
|
$18.6 Million
3.93% of portfolio
|
Q4 2025
Added 14.54%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
27,933
shares
|
$18.6 Million
11.27% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
27,878
shares
|
$18.6 Million
4.23% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
27,827
shares
|
$18.5 Million
16.19% of portfolio
|
Q2 2022
Reduced 0.03%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
27,787
shares
|
$18.5 Million
3.03% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Kaizen Financial Strategies
|
Jan 20, 2026 Q4 2025 |
27,768
shares
|
$18.5 Million
8.74% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
27,722
shares
|
$18.5 Million
1.61% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
27,582
shares
|
$18.4 Million
13.36% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
27,371
shares
|
$18.2 Million
2.32% of portfolio
|
Q3 2025
Added 61.06%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
27,364
shares
|
$18.2 Million
0.0% of portfolio
|
Q3 2025
Added 590.31%
|
|