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 |
|---|---|---|---|---|---|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
25,518
shares
|
$17 Million
1.67% of portfolio
|
Q3 2025
Reduced 81.77%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
25,483
shares
|
$17 Million
8.11% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Oct 09, 2025 Q3 2025 |
25,479
shares
|
$17 Million
3.88% of portfolio
|
Q3 2025
Added 15.12%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
25,362
shares
|
$16.9 Million
0.92% of portfolio
|
Q4 2025
Added 6.25%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
25,299
shares
|
$16.8 Million
25.73% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2026 Q4 2025 |
25,295
shares
|
$16.8 Million
1.34% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
25,226
shares
|
$16.8 Million
12.34% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,187
shares
|
$16.8 Million
0.37% of portfolio
|
Q1 2024
Added 1.19%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 21, 2026 Q4 2025 |
25,172
shares
|
$16.8 Million
0.82% of portfolio
|
Q4 2025
Added 2.93%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
25,168
shares
|
$16.8 Million
5.3% of portfolio
|
Q3 2023
Added 9.01%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
25,151
shares
|
$16.7 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
25,092
shares
|
$16.7 Million
2.14% of portfolio
|
Q4 2020
Reduced 1.58%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
25,055
shares
|
$16.7 Million
6.21% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,000
shares
|
$16.6 Million
0.03% of portfolio
|
Q2 2025
Added 254.76%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
24,954
shares
|
$16.6 Million
3.27% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
24,909
shares
|
$16.6 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
24,907
shares
|
$16.6 Million
3.08% of portfolio
|
Q1 2024
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
24,850
shares
|
$16.5 Million
2.37% of portfolio
|
Q4 2025
Reduced 66.75%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
24,827
shares
|
$16.5 Million
1.58% of portfolio
|
Q4 2025
Reduced 5.99%
|
|
|
Mycio Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
24,812
shares
|
$16.5 Million
3.84% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
24,788
shares
|
$16.5 Million
0.67% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
24,755
shares
|
$16.5 Million
0.78% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
24,738
shares
|
$16.5 Million
0.64% of portfolio
|
Q3 2025
Added 105.4%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
24,691
shares
|
$16.4 Million
1.21% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
24,683
shares
|
$16.4 Million
1.26% of portfolio
|
Q2 2023
Reduced 13.13%
|
|