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 |
|---|---|---|---|---|---|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
23,741
shares
|
$15.8 Million
11.6% of portfolio
|
Q3 2025
Added 37.07%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
23,723
shares
|
$15.8 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
23,713
shares
|
$15.8 Million
0.53% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
23,603
shares
|
$15.7 Million
1.23% of portfolio
|
Q3 2025
Added 70.12%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
23,584
shares
|
$15.7 Million
4.46% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Peterson Wealth Management
|
Dec 17, 2025 Q3 2025 |
23,582
shares
|
$15.7 Million
11.12% of portfolio
|
Q3 2025
Reduced 23.76%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
23,560
shares
|
$15.7 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
23,538
shares
|
$15.7 Million
0.12% of portfolio
|
Q3 2025
Reduced 47.67%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
23,494
shares
|
$15.6 Million
3.19% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
23,490
shares
|
$15.6 Million
3.1% of portfolio
|
Q4 2025
Reduced 1.63%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
23,466
shares
|
$15.6 Million
2.8% of portfolio
|
Q3 2025
Added 258.75%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
23,449
shares
|
$15.6 Million
5.77% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
23,389
shares
|
$15.6 Million
7.19% of portfolio
|
Q4 2025
Reduced 0.99%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
23,357
shares
|
$15.5 Million
3.89% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
23,332
shares
|
$15.5 Million
8.16% of portfolio
|
Q3 2025
Added 26.33%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
23,327
shares
|
$15.5 Million
2.07% of portfolio
|
Q3 2025
Reduced 73.9%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
23,297
shares
|
$15.5 Million
5.61% of portfolio
|
Q2 2022
Reduced 21.04%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
23,253
shares
|
$15.5 Million
1.48% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 21, 2026 Q4 2025 |
23,225
shares
|
$15.5 Million
1.0% of portfolio
|
Q4 2025
Reduced 5.01%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
23,181
shares
|
$15.4 Million
0.15% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
23,146
shares
|
$15.4 Million
6.32% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
23,138
shares
|
$15.4 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Jan 16, 2026 Q4 2025 |
23,120
shares
|
$15.4 Million
11.1% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
23,113
shares
|
$15.4 Million
0.96% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
23,071
shares
|
$15.4 Million
5.07% of portfolio
|
Q3 2025
Added 6.66%
|
|