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 |
|---|---|---|---|---|---|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
27,344
shares
|
$18.2 Million
2.85% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
27,310
shares
|
$18.2 Million
1.03% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
27,223
shares
|
$18.1 Million
1.0% of portfolio
|
Q4 2023
Added 41.98%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
27,219
shares
|
$18.1 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
27,191
shares
|
$18.1 Million
1.7% of portfolio
|
Q1 2025
Reduced 30.48%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
27,187
shares
|
$18.1 Million
1.83% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
27,126
shares
|
$18.1 Million
13.44% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
27,093
shares
|
$18 Million
3.78% of portfolio
|
Q3 2025
Added 19.51%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
27,066
shares
|
$18 Million
1.78% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Founders Capital Management, LLC
|
Jan 23, 2026 Q4 2025 |
27,004
shares
|
$18 Million
2.81% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Polianta LTD
|
Jan 15, 2026 Q4 2025 |
27,000
shares
|
$18 Million
2.41% of portfolio
|
Q4 2025
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
26,999
shares
|
$18 Million
4.93% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
26,993
shares
|
$18 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
26,972
shares
|
$18 Million
2.17% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
26,906
shares
|
$17.9 Million
3.12% of portfolio
|
Q3 2020
Added 1.49%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
26,834
shares
|
$17.9 Million
0.57% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
26,830
shares
|
$17.9 Million
7.1% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
26,814
shares
|
$17.8 Million
2.22% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Patton Fund Management, Inc.
|
Jan 23, 2026 Q4 2025 |
26,704
shares
|
$17.8 Million
2.52% of portfolio
|
Q4 2025
Reduced 1.44%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
26,699
shares
|
$17.8 Million
1.3% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
26,666
shares
|
$17.8 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
26,634
shares
|
$17.7 Million
18.2% of portfolio
|
Q3 2023
Reduced 0.97%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
26,625
shares
|
$17.7 Million
5.37% of portfolio
|
Q4 2022
Reduced 3.13%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
26,499
shares
|
$17.6 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
26,476
shares
|
$17.6 Million
0.28% of portfolio
|
Q3 2025
Reduced 9.87%
|
|