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 |
|---|---|---|---|---|---|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
26,427
shares
|
$17.6 Million
2.34% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
26,414
shares
|
$17.6 Million
5.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
26,313
shares
|
$17.5 Million
1.48% of portfolio
|
Q4 2025
Added 4.93%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
26,260
shares
|
$17.5 Million
0.17% of portfolio
|
Q3 2025
Reduced 11.4%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
26,255
shares
|
$17.5 Million
0.76% of portfolio
|
Q4 2025
Reduced 1.02%
|
|
|
Kennicott Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
26,250
shares
|
$17.5 Million
8.59% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
26,232
shares
|
$17.5 Million
6.0% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
26,150
shares
|
$17.4 Million
1.27% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
26,115
shares
|
$17.4 Million
0.59% of portfolio
|
Q4 2025
Reduced 5.14%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
26,112
shares
|
$17.4 Million
4.98% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 08, 2026 Q4 2025 |
26,033
shares
|
$17.3 Million
10.11% of portfolio
|
Q4 2025
Reduced 81.83%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
26,009
shares
|
$17.3 Million
4.76% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
25,989
shares
|
$17.3 Million
10.68% of portfolio
|
Q3 2025
Added 14.63%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
25,866
shares
|
$17.2 Million
0.93% of portfolio
|
Q2 2023
Reduced 5.26%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
25,777
shares
|
$17.2 Million
6.96% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2026 Q4 2025 |
25,775
shares
|
$17.2 Million
5.21% of portfolio
|
Q4 2025
Reduced 0.7%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
25,700
shares
|
$17.1 Million
4.32% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Neumann Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
25,643
shares
|
$17.1 Million
5.04% of portfolio
|
Q4 2025
Reduced 1.71%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
25,630
shares
|
$17.1 Million
8.37% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
25,610
shares
|
$17 Million
1.67% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
25,584
shares
|
$17 Million
1.32% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
25,581
shares
|
$17 Million
8.34% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
25,548
shares
|
$17 Million
4.81% of portfolio
|
Q4 2025
Added 5.65%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
25,547
shares
|
$17 Million
0.86% of portfolio
|
Q3 2025
Added 341.45%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
25,545
shares
|
$17 Million
0.48% of portfolio
|
Q3 2025
Added 8.84%
|
|