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 |
|---|---|---|---|---|---|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
24,549
shares
|
$16.3 Million
2.52% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
24,546
shares
|
$16.3 Million
1.97% of portfolio
|
Q4 2025
Added 2.82%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
24,540
shares
|
$16.3 Million
2.41% of portfolio
|
Q3 2025
Added 27.17%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
24,522
shares
|
$16.3 Million
14.27% of portfolio
|
Q4 2024
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,472
shares
|
$16.3 Million
0.29% of portfolio
|
Q3 2025
Added 2719.35%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
24,457
shares
|
$16.3 Million
2.98% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
24,392
shares
|
$16.2 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
24,339
shares
|
$16.2 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
24,323
shares
|
$16.2 Million
3.97% of portfolio
|
Q3 2025
Added 25.74%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
24,259
shares
|
$16.1 Million
0.72% of portfolio
|
Q3 2022
Reduced 0.99%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
24,255
shares
|
$16.1 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
24,193
shares
|
$16.1 Million
0.49% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
24,181
shares
|
$16.1 Million
6.19% of portfolio
|
Q4 2023
Reduced 2.41%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
24,091
shares
|
$16 Million
2.31% of portfolio
|
Q4 2025
Reduced 19.16%
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
24,053
shares
|
$16 Million
2.27% of portfolio
|
Q4 2025
Reduced 1.4%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
23,981
shares
|
$16 Million
1.37% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
23,975
shares
|
$16 Million
1.89% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Third View Private Wealth, LLC
Westport, CT |
Jan 23, 2026 Q4 2025 |
23,973
shares
|
$16 Million
2.2% of portfolio
|
Q4 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
23,918
shares
|
$15.9 Million
0.9% of portfolio
|
Q4 2025
Reduced 0.38%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
23,917
shares
|
$15.9 Million
2.8% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
23,914
shares
|
$15.9 Million
1.63% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
23,815
shares
|
$15.9 Million
6.67% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Bouchey Financial Group LTD
|
Jan 16, 2026 Q4 2025 |
23,794
shares
|
$15.8 Million
1.29% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 16, 2026 Q4 2025 |
23,782
shares
|
$15.8 Million
0.33% of portfolio
|
Q4 2025
Reduced 15.06%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
23,755
shares
|
$15.8 Million
1.47% of portfolio
|
Q3 2025
Added 3.25%
|
|